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Saturday, 17 May, 2025
Ed Sim
What’s 🔥 in Enterprise IT/VC #446
Saastr
Dear SaaStr: I’ve Got 4 Sales Reps. Should My VP of Sales Have Their Own Quota?
Joe Lonsdale
Ep 113: Why Sam Lessin Believes AI Isn't Disruptive & Venture Capital Is Fundamentally Changing
Friday, 16 May, 2025
Saanya Ojha
Software engineering is dead. Long live software engineering.
A Wealth of Common Sense | Ben Carlson
The Sunk Costs of Market Timing
New SaaStr on 20VC! “The VC Playbook: What’s Working in 2025”
Deepwater Asset Mgmt
What March Earnings Reveal About AI’s Staying Power
Net Interest | Marc Rubinstein
The Bank Inside SoftBank
Deciens
Epistula #11: Unpopular (and Unspoken) Truths
Insight Partners
Navigating healthtech’s toughest terrain: Capital, regulation, and AI
Frankly Speaking | Frank Wang
Why security is still hard (and getting harder)
Newcomer | Eric Newcomer
Fintech IPOs Give Hope To a Comeback Despite Market Volatility
99% Derisible | Yoni Rechtman
Getting in is harder than getting out
Brian Sugar
DPI: The Best Birthday Present a VC Could Ask For
Our CAC is Way Too High. Should We Cut and Marketing To The Bone?
Dash Media
☀️EP. 8 · Dr. Emily Oster: CEO of ParentData & Best-Selling Author | Edreform in 10
Clouded Judgement | Jamin Ball
Clouded Judgement 5.16.25 - Net New ARR Trends
Not Boring | Packy McCormick
Weekly Dose of Optimism #144
Dear SaaStr: What Are Some Red Flags an Investor Might Not Be Serious?
Deconstructor of Fun
Squad Busters 2.0 and Supercell's YOLO Strategy
Matthew Mandel
You Can Just Program Biology
The Perplexing Turn Toward In-Chat Commerce
Jason Stoffer
Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
Frenemies at the Edge of AGI
Tomasz Tunguz | Tomasz Tunguz
When Will We Pay a Premium for AI Labor?