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Friday, 08 May, 2026
Fintech Ruminations
The long road to $1 on-chain
Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu
The Vibe Coding Hangover
Sammy Abdullah
Notable AI Commentary from Software Company Earnings Reports
Saastr
The B2B Reacceleration Is Real, But Uneven. Twilio, Atlassian, Datadog, Cloudflare, and Palantir Just Proved It. HubSpot and Shopify Still Have To.
A16Z
Charts of the Week: It Was a Good Quarter for "Other Income"
Clouded Judgement | Jamin Ball
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans
Not Boring | Packy McCormick
Weekly Dose of Optimism #192
397% View Growth in 28 Days: Our New Podcast “The Agents” Seems To Be a Hit. And YouTube’s AI Agent Shares With Us Why.
Antler
Why we invested in QMill: Bridging the gap to quantum advantage
Why we invested in Tangled: Decentralizing the future of code collaboration
Why we invested in Homie: Turning trust into a primary sales channel
Tomasz Tunguz | Tomasz Tunguz
Securing the Agentic Enterprise
Thursday, 07 May, 2026
Next Big Thing | Nikhil Basu Trivedi
Sense of Urgency
Making Connections by Jax | Jax Vullinghs
The Pursuit of Excellence
Investing in AI | Rob May
Adobe: An AI Victim Story That May Be Wrong
A Wealth of Common Sense | Ben Carlson
A Government Debt Crisis?
Saanya Ojha
Anthropic’s Compute Speedrun
Craft Ventures
Investing in ElevenLabs: Leading the Voice AI Modality
Choco’s Journey Through Near-Death and Global Growth | The Further, Faster Podcast
20VC x SaaStr: The Most Aggressive Quarter in American Capitalism, Palantir’s Rule of 145, and Why Brian Armstrong Just Killed the Manager-of-Managers
What Cohort Growth Looks Like at the Best SaaS Companies
Turner Novak
🎧🍌 Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo
Our AI VP of Customer Success “QBee” Saved Us 70% of the Human Hours Vs. Before. Both Internally and With External Teams. A 3x Multiplier.
How an AI Bill Becomes a Law
Conor Witt | Conor Witt
The Data Tapes Edition #44
