Antler

European Founder Report 2026: A Tale of Two Tiers

NextView VC

The Third Layer

A16Z

Investing in Cognition

Amir Kabir

Edition 62 | 2026 — The Warranty Layer for AI

Saastr

ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue

Investing in AI | Rob May

Reader Submission: A Deeper Dive on Dell

Saanya Ojha

Mathematicians Have Navier Been More Stoked

Euclid Ventures

The Sriracha Problem

A16Z

Investing in Lightfield

Lerer Hippeau

Please welcome Type, the first multiplayer AI product for teams

Fabrice Grinda

Population Decline Is Real. So Is the Reversal.

Sammy Abdullah

Q2 2026 SaaS Earnings: The Best Quarter in Years

Kevin Stevens

Weekend Software

Saastr

What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”

Medha Agarwal

From Models to Machines: The Physical AI Market Map

A16Z

Introducing Covenant

Startup Hacks | Alex Iskold

On moats and barriers to entry

Venture Unlocked | Samir Kaji

Wins Above Replacement: The New Way to Judge Founders

Melody Koh | Melody Koh, Partner @ NextView

The Third Layer

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Everywhere Millionaires

Fintech Ruminations

Faster rails, same old rules

Deconstructor of Fun

Just Dessert vs. Gossip Harbour: Who Merged It Better?

makers + builders | Parul Singh

Your Harness Is the Product

Lightspeed Venture Partners | Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar

Helping Legal Teams Own Their Intelligence: Our Series H Investment in Harvey

Travis May

Lessons from Shaper’s Third Year