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AlleyCorp Deep Tech | September 2026 Newsletter

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Weekly Dose of Optimism #211

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Own the Harness, Rent the Model

Earnest Sweat

Pull Up Your Calendar

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The Interface to Everything

Insight Partners

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Phin Barnes

Budding vs. splitting: A better model for growing an engineering org

Pear

Now accepting applications: Pear Prime 2027

Sammy Abdullah

An Investment Banker’s Advice on M&A from his Book

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Saastr

5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop

Investing in AI | Rob May

Stress Testing Anthropic’s Revenue Pre-IPO

The Micromobility Newsletter | Team M

Vision Zero Reimagined: NYC Puts Micromobility in the Mix

Antler

Pre-Seed funding in Australia dries up at the end of the year, here’s how to plan for it

A Wealth of Common Sense | Ben Carlson

Animal Spirits: How to Talk To Your Clients About Ray Dalio

Collaborative Fund

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Tomasz Tunguz | Tomasz Tunguz

The Harness Margin Opportunity

Amir Kabir

Edition 63 | 2026 — Risk Budgets for Machines

Newcomer | Eric Newcomer

MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance

Know Your Growth

Steering a Rocket Ship: Inside Profound’s Meteoric Growth

Ted Wang

Executive Presence, Reconsidered

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When Physical Work Becomes Programmable

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Five Things Bill Draper Taught Me

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TheGP’s Guide to Building an Early-Stage Compensation Philosophy