Tomasz Tunguz | Tomasz Tunguz

SpaceX, OpenAI & Anthropic IPOs : A $3 Trillion Stress Test

Kevin Stevens

AI Charts of the Week

Saanya Ojha

🧾 Weekly Wrap Sheet (02/20/2026): Proof, Plumbing, Priors, Platforms & Proxies

Clayton Petty | Clayton Petty

DiSaaSter Strikes Cybersecurity

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Kyle Harrison

Legible To Yourself

The Takeoff

Value-based specialties

Saastr

SaaS Isn’t Dead. But the Way You Used to Win in B2B? That’s Gone.

Jessie Harris

Redefining the Children’s Aisle

A Wealth of Common Sense | Ben Carlson

Rich Old People

Saastr

Canva Crosses a Stunning $4B ARR, Growing 35% (!). But What Would It Be Worth Today?

Investing in AI | Rob May

AI's Dirty Secret: Some Things Can't Be Predicted, Only Lived

Lenny's Newsletter

🧠 Community Wisdom: Making your product enterprise-ready, when engineering outpaces product, managing PRD versions as features evolve, planning work around energy, and more

A16Z Crypto

Kill the press release

Saastr

Is SaaS Dead? No. But One Thing Is Clear: It’s Unstable.

Stage 2

Three Metrics Every New Founder Should Track

Stage 2

Three Metrics Every New Founder Should Track

Ed Sim

What’s 🔥 in Enterprise IT/VC #486

Saastr

SaaStr AI 2026 is Running 132% of Last Year. But It’s Not Remotely That Simple. It Could Have Been -46%

F Prime

The Fintech Giants Have Arrived

Venture Prose

The Invisible Edge

Saastr

The Real Data on AI Agents: What 1 Trillion Tokens a Day Reveals with OpenRouter’s COO

Kyle Harrison

Networked Conviction 004

A Wealth of Common Sense | Ben Carlson

Pros and Cons of Artificial Intelligence

Saastr

Our Annual CRO + CEO Summit Is Back May 12: Share The Best Learnings on AI + GTM With Other Top CROs and CEOs