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Wednesday, 12 February, 2025
Commerce Ventures
The Evolution of Online Travel Agencies and the Opportunity for “Headless OTAs”
Ethan Batraski
The Titans Paper: Google's Next Transformer Breakthrough
Uma Chalik
PARIS, in the winter
yCombinator
Join us at AI Startup School — June 16-17
Janelle Teng
How the next iconic data infrastructure company will be born in the AI era
Menlo
Beyond Human: The Next Frontier of Identity Security
Lerer Hippeau
Please welcome Scaled Cognition, the world’s first agentic pre-trained transformer
Sequoia
PMF Framework 2
Clayton Petty | Clayton Petty
The Death of Stickiness
USV
Cactos
Deepwater Asset Mgmt
Apple Intelligence in China Should Move The Growth Needle
Matthew Mandel
Movements | Adam Feldman
🤔 NVIDIA'S Real Moat, Scrapped?
Pirate Wires | Mike Solana
Reflections on Palantir
Saastr
5 Interesting Learnings from Shopify at $11.2B in ARR
Not Boring | Packy McCormick
Long Questions/Short Answers
The $10M to $1B Vertical SaaS Playbook: Key Lessons from Procore’s Chief Product Officer Wyatt Jenkins
The Sociology of Business | Ana Andjelic
The cult of office design
A Wealth of Common Sense | Ben Carlson
Animal Spirits: Is $1 Million a Lot of Money?
Kyle Poyar's Growth Unhinged | Kyle Poyar
The best automated GTM plays you’re not running
Digital Native | Rex Woodbury
Techno-Optimism and Horizon Expansion
Dear SaaStr: What is a Good Refund Policy for a SaaS Product?
James Heath
My 10 PREDICTIONS for VC in 2025
Presto
