Kyle Harrison

Networked Conviction 002

Nikunj Kothari

The Bill Comes Due

A Wealth of Common Sense | Ben Carlson

Earnings vs. the Stock Market

Shruti Gandhi | Shruti Gandhi

## Web World Models – Simple Explainer

Apoorv's notes

Why we invested in Baseten

Venture Prose

Would You Have the Courage

Caitlin Bolnick

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Net Interest | Marc Rubinstein

The Last Active Manager

yCombinator

Congratulations to EquipmentShare on Going Public

Newcomer | Eric Newcomer

Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders

Fred Wilson

Can AI Grow Corn?

Saastr

If AI GTM Tools Were Half as Good As Cursor or Replit, It Would Be a Different World Today. They Will Get There.

Sammy Abdullah

The Payback Period on Q3 SaaS Net Loss

QED

State of the consumer Q1 2026: Stability with softening edges

A16Z

Charts of the Week: The Almighty Consumer and AI Capex

99% Derisible | Yoni Rechtman

Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor

Dash Media

☀️ EP. 32 · Vision, Grit, and Community Impact | Edreform in 10

Clouded Judgement | Jamin Ball

Clouded Judgement 1.23.26 - The Year of Multi-Modal

Saastr

a16z’s State of Markets: $4.7T in Private Unicorns,

Not Boring | Packy McCormick

Weekly Dose of Optimism

Investing in AI | Rob May

If The US Loses The AI Race, Blame Immigration Policy

Equal Ventures

Equal Ventures’ “State of the Economy”

Short-Formed | Anu Atluru

Notes on Not Posting

Saastr

20VC x SaaStr Are Back: If Figma Isn’t Good Enough, What Hope Is There? Plus OpenAI Ads, Elon vs. Sam, and the $9B Replit Bet

Matt Brown

Vertical software already won the context graph