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Thursday, 16 October, 2025
Saastr
20VC x SaaStr is Back!! The New Rules of Venture: Portfolio Construction, Kingmaking, and When Founders Walk Away
Newcomer | Eric Newcomer
Andreessen Horowitz DPI Numbers Show Pre-2015 Vintages & Crypto Driving Returns
A Wealth of Common Sense | Ben Carlson
When Should You Sell a Stock?
Lerer Hippeau
Please welcome Armstrong, the kitchen robotics company
In Startups, The Harder You Work in Sales, The More Good Leads You Get
Turner Novak
🎧🍌 Building AI-Native Infrastructure for Developers with Erik Bernhardsson, Co-founder and CEO of Modal
Geoff Donaker | Geoff Donaker, GP @ Burst Capital
Bursts of Color - Manage Like In-N-Out
Incisive VC
How I Gain Conviction in Early-Stage Startups
The Micromobility Newsletter | Team M
Merida Bikes Q2 Revenue Down 24%
Maersk Growth
New disruption signals, quiet climate optimism, and portfolio news
The Sociology of Business | Ana Andjelic
Selling status
David Talpalar
Stablecoins at Scale
Lenny's Newsletter
Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Dear SaaStr: What’s a Good Lead-to-Demo Ratio for our SDR:AE Handoff?
Extantia Capital
The Financing Infrastructure Layer for the Energy Transition: Why We Invested in Bees & Bears
makers + builders | Parul Singh
The Moat Problem
7wire Ventures
Why We Invested in WellTheory
Tanay Jaipuria | Tanay Jaipuria
The OpenAI Economy
Tomasz Tunguz | Tomasz Tunguz
Good Morning & Good Luck
Wednesday, 15 October, 2025
Welcome to David's Substack
Brian Sugar
The Algorithm Ate Don Draper
Twelve Below
Nome Bio
Commerce Ventures
Bringing AI to Insurance: Why We Invested in Liberate
