First Round Review

Canva’s Path to Product-Market Fit: How a Two-Hour Founder Date Led To a $42B Design Platform

AlleyCorp

AlleyCorp in Q4 and the 30th Anniversary of Silicon Alley

Will Ventures

The AI Personal Trainer Is Coming

Collin Wallace

Ruthless Capitalism and the Death of the Mercy Rule

Saastr

What’s “Expensive” in AI? The Answer is Changing Fast.

Cathay

Production Mode: AI’s Next Chapter in Healthcare & Life Sciences

A16Z

The physical AI deployment gap

Apoorv's notes

2026 Predictions!

Sequoia

Partnering with Sandstone: An AI-Native Platform for In-House Legal Teams

Meritech

2025 Technology Exits in Review

Sequoia

Partnering with WithCoverage: Insurance As It Should Be

Digital Native | Rex Woodbury

The Year of Invisible AI

Sarah Du

What I’m excited about in 2026: hybrid AI, computer use, and agentic everything

Alfred Lin

We’ll Find New Quests

Tomasz Tunguz | Tomasz Tunguz

Eleven Steps to the Epiphany[^1]

Matt Brown

The thermodynamics of risk

Kyle Poyar's Growth Unhinged | Kyle Poyar

Update: I've moved from Substack to beehiiv

The Micromobility Newsletter | Team M

Rad Power Bikes Shuts Vancouver, Florida Stores

Know Your Growth

Building Support at Clay: From Community to AI-First Customer Experience

Cathay

Life Sciences AI: Drug Development with a Click

Climate Tech VC

🌎 US’ climate retreat leaves a $10bn hole in carbon markets #278

Lenny's Newsletter

🎙️This week on How I AI: The power user’s guide to Codex

Saastr

How to Make Sure Your AI SDR is Actually Any Good? You Have to First Copy Your Best Human

Lowercarbon

Solar Power Takes the Night Shift

A16Z

Firm > Fund