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Friday, 22 August, 2025
A Wealth of Common Sense | Ben Carlson
Where Have All the Contrarians Gone?
Saastr
The Next Great B2B IPO: Canva Crosses $3.3 Billion ARR, $42 Billion Valuation
Caitlin Bolnick
8.22.25: mentorship, partnerships, and the consensus trap
Thomas Reiner
AI Agents and the Future of Grocery Delivery
Janelle Teng
Much ado about margins: The grossly overhyped AI gross margin debate
Turner Novak
🎧🍌 How to Get 1 Billion Views per Month | Isaac Medeiros Founder of Mini Katana & Kanpai Foods
Battery Ventures' Substack
From LLM wrappers to RL sculptors: The dawn of reasoning AI
Newcomer | Eric Newcomer
Let it Ride or Abandon Ship? Investors Watch Bubble Warning Signs As Megacap AI Boom Rolls On
Saanya Ojha
How to Boil a Frog With Convex Optimization
Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu
The Future of Human–Machine Interaction Part 2: The Application Layer
99% Derisible | Yoni Rechtman
I was wrong about self-driving
Sammy Abdullah
Annual R&D SaaS Spend Metrics of 74 Publics
The CRO of 2027: The Last Human Standing in GTM?
Not Boring | Packy McCormick
Weekly Dose of Optimism #158
Clouded Judgement | Jamin Ball
Clouded Judgement 8.22.25 - Workflows Are the New Databases
Dear SaaStr: What Are the Different Types of “Commits” Each Sales Rep Should Make?
Sajith Pai
Solo founders, Search funds, good writing as bad triaging, and AGI
Madrona Ventures
The Reasoning Revolution: Humans Collaborating with Reasoning Machines to Reshape the World
Tomasz Tunguz | Tomasz Tunguz
A Narrative Violation on a Friday Morning
Thursday, 21 August, 2025
The Latest 20VC+SaaStr: Databricks Hits $100B, CoreWeave’s $11B Debt Gamble, and Why We’re All Living in the AI Bubble
Joe Lonsdale
Ep 124: The Fearless Adversary of Venezuela's Dictators - A Special Interview with Maria Corina Machado
Clayton Petty | Clayton Petty
Someone please make channel sales easier
Insight Partners
How Torq is leading the autonomous SecOps revolution
Sequoia
Partnering with Abby Care: A Caregiving Revolution
Aubrie Pagano
Ed. 13: The Aquarius Economy (or, How I Lost My Mind Writing About the Future)