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Monday, 04 August, 2025
Generative Value | Eric Flaningam
Q2 ‘25 Cloud Update: CapEx Keeps Rising!
Net Interest | Marc Rubinstein
NEW POD! The Narratives that Underpin Markets with Ben Hunt
Greylock News
The 20-Somethings Are Swarming San Francisco’s A.I. Boom
Lerer Hippeau
Please welcome Journey, the world’s first AI-powered loyalty program for independent hospitality
The Micromobility Newsletter | Team M
Bike Production Declines in Europe: Temporary Dip or Troubling Trend?
Climate Tech VC
🌎 EPA puts emissions rules in danger #257
Saastr
What To Look For In Your First Marketing Hire
eCommerce on Fire: Back to Pandemic Highs (And What Shopify’s $75B Quarter Tells Us)
The Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI Applications (And What It Means for Your SaaS Strategy)
Insight Partners
Why the next enterprise AI advantage will be systemic, not algorithmic
The Sociology of Business | Ana Andjelic
Signature products
Deconstructor of Fun
HABBY’s Hybridcasual Empire: The Template That Built a Powerhouse
Extantia Capital
What Denmark’s Hippie Teachers Can Teach Us About Financing Climate Tech
A Wealth of Common Sense | Ben Carlson
Talk Your Book: Finding Tax Alpha in Fixed Income
Ryan Russell
Switching Costs — The Power of Staying Put
Lenny's Newsletter
How a VC and a tech founder used AI to launch a brick-and-mortar business in their spare time | Andrew Mason (CEO of Descript) and Nabeel Hyatt (General Partner at Spark Capital)
Michael Greeley
Healthcare Technology: A Midsummer Night’s Dream…
Turner Novak
🎧🍌 PhD to $100M in 4 Years: Rebuilding SMB Lending with Sahill Poddar, Co-founder and CEO of Parafin
Dear SaaStr: What Are The Top 10 Metrics to Track Sales Velocity and Adoption of Our SaaS?
Collaborative Fund
What A World (A few Stories)
Akash Bajwa
Context Engineering: Building Production-Grade AI
AI is Eating the Economy
Dash Media
EIEIO...Eat the Rich
Tomasz Tunguz | Tomasz Tunguz
Small Action Models Are the Future of AI Agents
Sunday, 03 August, 2025
Building Rome(s) | Aadil Maan
🔐 TPM Microguide: Lessons On Running Effective AI Projects + Project Plan Template