Stealing Signs | Jackson Bubala

A Venue for Speculation

Hunter Walk

Vice Signaling is Poisoning Tech; Playing Entrepreneur on ‘Hard Mode’ is Worth Doing; OpenAI Won’t…

Hunter Walk

Vice Signaling is Poisoning Tech; Playing Entrepreneur on ‘Hard Mode’ is Worth Doing; OpenAI Won’t Build Every Dev Tool; and more++ [link blog]

The Micromobility Newsletter | Team M

Riding Uphill: The Tariff Squeeze on America’s Bike Scene

Saanya Ojha

FTC vs. Reality: A Tragicomedy

Earnest Sweat

The Briefcase Mindset

Felicis

Fifth Door: Where AI Meets Gaming

Lenny's Newsletter

This week on How I AI: How to create your own AI performance coach & “Farm-to-table software”

Medha Agarwal

Investing in Interface: The AI Platform Making Industrial Safety A Reality

Ian's Blog: Nominal Returns | Ian Gutterman

The Bear Case on AI

Saastr

Figma is at $20B. Right Where Adobe Offered to Buy It. When Is Saying ‘No’ Worth It in A Strong M&A Deal?

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Internet Native Deal Guys

A16Z

Moats Before (Gross) Margins: Revisited

Emergence Capital

The Only AI Moat That Matters. Plus, Why Hinge Matches Don’t Equal ARR

Not Boring | Packy McCormick

Cable Caballero

Santosh Sankar

Monday Meditations - Gratitude

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Staking Your Crypto for Yield

Lenny's Newsletter

How to create your own AI performance coach: Optimizing your unique nutrition, recovery, and injury management needs | Lucas Werthein (Cactus)

Deconstructor of Fun

How Three ‘Unfundable’ Engineers Built a $XXXM Company

Fred Wilson

The AI Bubble Question

Michael Greeley

Another Addition to Flare Capital Team…

Akash Bajwa

Designing AI-Native Software

Saanya Ojha

Weekly Wrap Sheet (11/21/2025): Bubbles, Benchmarks, Bigamy, Blackwell, and Bananas

Forerunner Ventures | Forerunner Ventures

The CQ | From Network Effects to Cognitive Effects: New Rules for Platform Dominance

Minutes

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