Subscribe to get the weekly digest every Sunday
Wednesday, 10 December, 2025
A16Z
Big Ideas 2026: Part 2
Insight Partners
How CrewAI is orchestrating the next generation of AI Agents
Andrew Ziperski
Some Thoughts on Equity
Thomas Reiner
Lyft (LYFT) - 2025 Nasdaq Investor Conference
Brian Sugar
Do Not Go Quietly
Booking (BKNG) - 2025 Nasdaq Investor Conference
Saastr
Want to Get In Front of 3,500 B2B + AI Buyers a Week? Submit Your AI Agent to SaaStr
A Wealth of Common Sense | Ben Carlson
Animal Spirits: Netflix vs. Paramount
Kyle Poyar's Growth Unhinged | Kyle Poyar
The AI churn wave?
yCombinator
Meesho Goes Public
Multicoin Capital
Specialized Stablecoin Fintechs
Tomasz Tunguz | Tomasz Tunguz
The Two Context Databases Powering Enterprise AI
Tuesday, 09 December, 2025
Sequoia
The Abundance Paradox: Why Netflix Paid $82B for Scarcity
Fika Ventures
Lasers, Nukes, and the Scaling Wall — Why the Biggest Data Center Won’t Win
Newcomer | Eric Newcomer
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Building Rome(s) | Aadil Maan
Lessons For Startup Founders From A TPM
Investing for the Long-Term
Annelies Gamble
Why Procurement Is Finally Ready for AI: Insights from SAP’s Former Chief Procurement Officer and Startup Investor
Feld Thoughts | Brad Feld
Capital Evolution: The New American Economy
Distributed VC
Expanding Access to In-Home Pediatric Therapy: why we invested in Origin
Scale Venture Partners
Announcing our investment in Prime Security
The 6 Metrics in OpenAI’s New Enterprise AI Report Worth Knowing — And Why Most of It Is Noise
Big Ideas 2026: Part 1
Partnering with fal: The Generative Media Company
Sammy Abdullah
SaaS Acquisition Multiples at 8.2x