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Friday, 24 April, 2026
Net Interest | Marc Rubinstein
Apple Turnover
99% Derisible | Yoni Rechtman
Context is the fifth primitive
Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu
From Scarcity To Abundance
Sammy Abdullah
UnlockedVC is the Matchmaking Platform SaaS Founders and Investors Deserve Right Now
Saastr
Medallia Is Just the Opening Act. Here’s the List of PE SaaS Deals Most at Risk.
Turner Novak
🎧🍌 The $5B Venture Growth Buyout Playbook | Alex Israel, CEO of Metropolis
A16Z
Charts of the Week: Software Ate the World
Newcomer | Eric Newcomer
Stakes Keep Getting Higher for the SpaceX IPO
Clouded Judgement | Jamin Ball
Clouded Judgement 4.24.26 - The AI-Driven Employment Explosion
Not Boring | Packy McCormick
Weekly Dose of Optimism #190
Top 10 Learnings from Sapphire Ventures’ 2026 Software x AI Report: 80+ $100m ARR AI Startups, The Ultra Round is The New Normal, and Enterprise is 50%+ of VC Now
Earnest Sweat
Prep Time
Tomasz Tunguz | Tomasz Tunguz
Competitive Strategy in the Age of AI
Thursday, 23 April, 2026
Sierra Ventures
Our Seed Investment in Band, Building the Backbone for Enterprise AI
Making Connections by Jax | Jax Vullinghs
Uncovered Bookmarks #28: Building Context
20VC x SaaStr: The $60B Cursor Deal, Claude Design Comes for Figma, and Why Rippling’s 78% Growth at $1B Kills the “SaaS Is Dead” Meme
Lenny's Newsletter
GPT 5.5 just did what no other model could
Deciens
Investing in June Point Lending
All The Fintech | Charley Ma
You Wouldn't Fire Your Best Employee
Investing in Glif
Pascal
What it takes to win for AI startups
Insight Partners
Cloudsmith Raises $72M Series C Led by TCV and Insight Partners to Control and Secure the AI-Powered Software Supply Chain
How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code)
AI Take-Aways from ServiceNow’s Q1 Earnings Call
Who Gets an FDE, and Who Doesn’t: The Great B2B + AI Debate Right Now