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Friday, 31 October, 2025
Clouded Judgement | Jamin Ball
Clouded Judgement 10.31.25 - Cloud Giants Report Q3
Not Boring | Packy McCormick
Weekly Dose of Optimism #168
Pat McGovern
Browser Agents, OpenAI & Wildfires
Tomasz Tunguz | Tomasz Tunguz
Small Data Becomes Big Data
Thursday, 30 October, 2025
Newcomer | Eric Newcomer
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups
Making Connections by Jax | Jax Vullinghs
Rebuilding white-collar work for the age of AI
Collin Wallace
Building Championship Teams
Saastr
JAMF Goes Private for $2.2 Billion. That’s 3.3x ARR. Why B2B Can Be a Long, Hard Road
The Micromobility Newsletter | Team M
What a Week! Dott Raised €85M, Voi Hits $655M Valuation
The Great VC Reshuffle: OpenAI’s $500B Restructuring, A16z’s $10B Mega-Fund, and Why Two-Thirds of Series B Investments Fail
A Wealth of Common Sense | Ben Carlson
Trend Following in a Bubble
Saanya Ojha
The AI Party Rolls On, But the Bar Tab’s Getting Bigger
Thomas Reiner
Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy | PA Dispatch No. 5
Avis Budget (CAR) - Q3 2025 Earnings Call
Earnest Sweat
Friction Is the Feature
Evan O'Donnell
Can the AI Boom Pay for Itself?
Roblox (RBLX) - Q3 2025 Earnings Call
Insight Partners
How Cyclops is uncovering cybersecurity’s blind spots
Take Weird Ideas Seriously
Twelve Below
Arya raises $18M Series A to advance AI agents for post-acute care.
First Round Review
When Should You Stop Clinging to Product and Hire Your First PM? Advice From a Founder and CPO
What To Expect From a New VP of Customer Success in The First 30-60-90 Days
Emergence Capital
Depth Over Breadth in the AI-Native Era
A16Z
Gavin Baker and David George on Positional Strategy in AI
