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Tuesday, 23 December, 2025
David Talpalar
The Infrastructure-Distribution-Data-Flywheel
Abhishek Singh
Deal-Making Discipline: Check Size, Ownership, and Structure
Extantia Capital
Cost Curves Don’t Scale Markets: Lessons from Solar’s 15-Year Stall
Tomasz Tunguz | Tomasz Tunguz
Scoring 2025's Predictions
Monday, 22 December, 2025
Newcomer | Eric Newcomer
The 2026 IPO Boom Is Already Off to a Bad Start
Cathay
Behind the Term Sheet: Range’s $60M Series C
Minutes
Burn Your Oracles
Emergence Capital
The AI Hype Cycle Is Over. Plus, The Search For Leonardos And Our Year In Review.
Saastr
20VC x SaaStr: 2025’s Winners, 2026’s IPOs, and Why the Tech Lash Is Coming
The Micromobility Newsletter | Team M
Rad Power Bikes Chapter 11 - A Quick Breakdown
Fika Ventures
Harvest Now, Decrypt Later: Why Quantum Computing Threatens Your Data Today
Deconstructor of Fun
Slipknot's Co-Founder: Building Games Like You Build a Band
Earnest Sweat
Acceleration Isn’t Collapse
Lenny's Newsletter
This week on How I AI: How to get your whole team excited about AI
Arpitrage | Arpit Gupta
Can a Transformer “Learn” Economic Relationships?
Ian's Blog: Nominal Returns | Ian Gutterman
The Signal From Progressive’s Monster Dividend Announcement
The Go-To-Market Playbook Isn’t Broken. You’re Just Running the 2021 Version. LIVE with Jason Lemkin
Climate Tech VC
🌎 CTVC 2025 Wrapped #276
Sammy Abdullah
Handling email inquiries from VC
How to get your whole team excited about AI (and actually using it) | Brian Greenbaum (product designer at Pendo)
The Sociology of Business | Ana Andjelic
Ecosystem, not empire: How niches drive growth
Pat McGovern
Deflation & Defensibility
A Wealth of Common Sense | Ben Carlson
Talk Your Book: A Tactical Strategy That Actually Works
Digital Native | Rex Woodbury
26 Predictions for 2026 (Part II)
