Investing in AI | Rob May

Investing in Edge Part 2: What Do Opportunities Look Like?

Continuations | Albert Wenger

What Now? Slow down the Worst & Build the New

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Fakepixels | Tina He

Twenty-five percent without thinking

Lenny's Newsletter

🧠 Community Wisdom: Setting up product ops at a pre-seed startup, breaking into PM from a non-tech background, and being an AI champion without burning out

Saastr

Brex and The Pros and Cons of Hubristic Fundraising

Jessie Harris

The Fiber Frenzy

Kyle Harrison

Saying The Quiet Part Out Loud

A16Z Crypto

How AI judges can scale prediction markets

Ed Sim

What’s 🔥 in Enterprise IT/VC #482

Saastr

AI App of the Week: Vivun — The AI Sales Engineer That Actually Does the Work

Kyle Harrison

Networked Conviction 002

Nikunj Kothari

The Bill Comes Due

A Wealth of Common Sense | Ben Carlson

Earnings vs. the Stock Market

Shruti Gandhi | Shruti Gandhi

## Web World Models – Simple Explainer

Apoorv's notes

Why we invested in Baseten

Apoorv's notes

Why we invested in Baseten

Venture Prose

Would You Have the Courage

Caitlin Bolnick

1.23.26: winning local communities as hidden bottleneck to scaling AI

Net Interest | Marc Rubinstein

The Last Active Manager

yCombinator

Congratulations to EquipmentShare on Going Public

Newcomer | Eric Newcomer

Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders

Fred Wilson

Can AI Grow Corn?

Saastr

If AI GTM Tools Were Half as Good As Cursor or Replit, It Would Be a Different World Today. They Will Get There.

Sammy Abdullah

The Payback Period on Q3 SaaS Net Loss