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Monday, 03 November, 2025
Climate Tech VC
🌎 Nuclear fleet week #269
99% Derisible | Yoni Rechtman
Friends and enemies
Greylock News
How Resolve AI is Building Agents to Keep the World’s Software Running
Saastr
AI Wins When It Does The GTM Work … People Won’t
Brian Sugar
We're All Mickey Drexler Now
A16Z
Why AC is cheap, but AC repair is a luxury
How to Price Your AI-First Product: The Death of SaaS Pricing and the Rise of Transactional Models with Defy Ventures’ Medha Agarwal
The Sociology of Business | Ana Andjelic
Lights, camera, IP
Insight Partners
What’s driving growth right now — and what will redefine pipeline in 2026
A Wealth of Common Sense | Ben Carlson
Talk Your Book: Emerging Markets Are Back
Lenny's Newsletter
“Vibe analysis”: How Faire’s data team uses AI to investigate conversion drops, analyze experiment results, and convert raw data into executive-ready insights
Akash Bajwa
Rubrics as Rewards: Reinforcement Learning Beyond Verifiable Domains
Above The Crowd | Bill Gurley
I Wrote a Book!!!
Tomasz Tunguz | Tomasz Tunguz
OpenAI's $1 Trillion Infrastructure Spend
Sunday, 02 November, 2025
Grayson Judge
Medicalization of the Consumer
Saanya Ojha
Weekly Wrap Sheet (10/31/2025): Bankers, Breakups, Backlog, Billions & Big Tech
Lolita Taub
đź”® Recaps, 2026, AI x governments, building moats, increasing valuations, $800K for your co, and more
Nasdaq Reaches Another ATH. Nvidia Tops $5T. But Navan’s IPO and JAMF’s $2B Exit Show B2B Still Isn’t Easy.
The Melt-Up
Kyle Poyar's Growth Unhinged | Kyle Poyar
Traffic is no longer a reliable growth metric
Kyle Harrison
Everything I Own
Investing in AI | Rob May
AMD Is Becoming an AI Powerhouse Because of SemiAnalysis
The woman behind Canva shares how she built a $42B company from nothing | Melanie Perkins
