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The Virtue of an Artificial Intelligence · We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right. · AI-Free Morning reflection · Trust Is The Scarce Asset · Why Okta Tripled on … 11% Growth. 5 Interesting Learnings From One of the Biggest Re-Ratings in B2B This Year: 14% cRPO Growth, 30% of Bookings From New Products, and ~50x Forward Earnings · We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance. · Why is Consumer Sentiment so Low? · Cluster Luck · The Month Consumer AI Got Real · Too Slow, Too Poor, Too Proud · Do you know a guy? · Q2 2026 Payback Period for SaaS Co’s Continues to be Excellent · The Case for the American Manufacturing Asset Class · Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop · Do We Grow Software or Do We Design It? · McDonald's Caught Cheating Consumers for Profit as Rage Over Cost of Living Burns · The next AI training ground is a laboratory · Google Is So Back. Again. · Climate is the Real Economy - Insider Views from the Climate Capital Summit · Blue Cars · What Role Will Frontier Models Play in Robotics? · Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY · Who Understand · Where is the Stock Market Volatility? · The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway · You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells. · The inevitability of local stablecoins · Edition 65 | 2026 — When AI Gets a Body · Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit · OpenAI Dev Day: Dots, Decisions, Distribution · 21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents · Q2 SaaS Operating Margins Hold Steady at -4% · “This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 Customer · VC Grip Strength · Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist · State of Markets II · Persistent Without Judgment · The Fastest Growing Market in Tech isn't AI · Agentic Commerce and Incentives · Five frontier launches and one unanswered question · There’s a market for more markets · Who Gets Paid When AI Does the Shopping? · Closing the Loop Between AI Design and the Wet Lab · We’ve Seen This Movie Before. We Know How It Ends. · Meta Gets Down to Business · A Brutal Bond Market · SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026 · SaaSpocalypse Now What? · Meritech Software Pulse | 25-September-2026 · What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days · What We're Thinking About (Excerpt from BTV LP Update) · 51 · The First Version of Your AI Eval is You · 🍂 Heartcore Insights · Local AI Models: The Catalyst for the Great Reset · The Best AI + B2B Events to Sponsor in 2027: Where the Buyers Are · How Did We Get Here? · How much capital should a startup raise? · From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike Krieger · Segmentation Drives Market Share Wins in AI

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