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Not Boring | Packy McCormick

Weekly Dose of Optimism #192

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397% View Growth in 28 Days: Our New Podcast “The Agents” Seems To Be a Hit. And YouTube’s AI Agent Shares With Us Why.

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Why we invested in Tangled: Decentralizing the future of code collaboration

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Why we invested in QMill: Bridging the gap to quantum advantage

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Why we invested in Homie: Turning trust into a primary sales channel

Sequoia

AI Ascent 2026

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Securing the Agentic Enterprise

Next Big Thing | Nikhil Basu Trivedi

Sense of Urgency

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The Pursuit of Excellence

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Adobe: An AI Victim Story That May Be Wrong

A Wealth of Common Sense | Ben Carlson

A Government Debt Crisis?

Saanya Ojha

Anthropic’s Compute Speedrun

Craft Ventures

Investing in ElevenLabs: Leading the Voice AI Modality

Glasswing VC

AI Atlas: When AI Decides What to Remember

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Why We Invested in VAST Data

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Choco’s Journey Through Near-Death and Global Growth | The Further, Faster Podcast

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20VC x SaaStr: The Most Aggressive Quarter in American Capitalism, Palantir’s Rule of 145, and Why Brian Armstrong Just Killed the Manager-of-Managers

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What Cohort Growth Looks Like at the Best SaaS Companies

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🎧🍌 Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo

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Our AI VP of Customer Success “QBee” Saved Us 70% of the Human Hours Vs. Before. Both Internally and With External Teams. A 3x Multiplier.

A16Z

How an AI Bill Becomes a Law

Conor Witt | Conor Witt

The Data Tapes Edition #44

Saastr

DAU, WAU and MAU Are the New Lighthouse Metric in B2B + AI. Harvey’s a Great Case Study.