Convective Field Notes

Why we invested in Reflect Orbital

A Wealth of Common Sense | Ben Carlson

This is Why You Need a Plan

Saastr

Anthropic’s IPO Puts ~$216 Billion in Employee Hands. Another $160 Billion Is Reserved for the Next Hires.

SciFi VC | Alex Hartz

SciFi Investment Theme: Fintech 3.0

Euclid Ventures

You’re Hiring Too Many Reps

A16Z

Investing in General Translation

Sammy Abdullah

Strategic Investors Can Be Harmful in Tech

Simon Wu

The Tenant Is About to Be Worth More Than the Landlord

Insight Partners

Behind the investment: Charta Health

Saastr

AI Startups May Have Fewer Sales Reps. But Not as a Percent of the Team. Has The Playbook Really Changed All That Much?

Lenny's Newsletter

State of the tech job market: late 2026

Madrona Ventures

Doubling down on Charta as Healthcare Goes AI-Native

Investing in AI | Rob May

Interview With Jason Ambrose, CEO of Backstory

Ben Yoskovitz

Inside the AI-Native Services Business Model

Fintech Ruminations

Faster rails, same old rules

Sajith Pai

No title

Meritech

Meritech Software Pulse | 06-November-2026

Multicoin Capital

DeFi moats in an AI world and the implications for value capture

Ansa | Marco DeMeireles, Josh Chin

Why We Invested in Lumbra: Bringing AI Agents to High-Consequence Environments

Sapphire Ventures | Jai Das, Cathy Gao, Adrian Kania, Ishan Gill

The Expertise Layer Powering AI's Next Frontier: Why We're Backing Mercor

Bain Capital Ventures | Matt Harris

Superpowered Customer Part II: How the death of customer inertia will prompt upheaval

Tomasz Tunguz | Tomasz Tunguz

We Are All Junior Talent Now

Lightspeed Venture Partners Blog

Covenant

Lightspeed Venture Partners Blog

Abby Denburg

Lightspeed Venture Partners Blog

Ofir Dayan