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Wednesday, 08 October, 2025
Saastr
The $1.5 Trillion Software Tailwind: Why Thoma Bravo’s Orlando Bravo Says AI Valuations Are in a Bubble — But Enterprise Software Isn’t
Collin Wallace
The Chess Theory of Customer Discovery
Better Tomorrow Ventures
Why We Invested in Monk
Jarrod Dicker
The Programmable Internet
Saanya Ojha
OpenAI's AMD Deal: Financial Judo in 6 GigaWatts
Brian Sugar
Let's Go San Francisco: The Greatest Head-Fake In Urban History
Craft Ventures
Inside Supabase’s Breakout Growth: Lessons Scaling to 4.5M+ Devs, Powering AI & Vibe Coding
Collaborative Fund
If You Get the Chance
James Heath
The $1 Trillion Question
Pat McGovern
Custom Automation Platforms, Vertical AI Exits & What I'm Reading
5 Questions to Ask When Growth Slows
Ian's Blog: Nominal Returns | Ian Gutterman
Are D&O Loss Ratios Headed To Zero?
Glasswing VC
Glasswing Portfolio Company Realm.Security Raises $15M in Series A Funding
A Wealth of Common Sense | Ben Carlson
Animal Spirits: It Feels Like 1999
Pascal
How To Build Companies When The Cost of Code Goes To Zero?
Kyle Poyar's Growth Unhinged | Kyle Poyar
How to turn ChatGPT into your best pipeline source
Dear SaaStr: What is the Standard Commission Percentage in SaaS?
Tuesday, 07 October, 2025
Why You Don’t Feel Rich
Annelies Gamble
Invisible by Design
Cathay
Behind the Term Sheet: Akua’s $8.5M Seed
The Operating System of Everything
99% Derisible | Yoni Rechtman
Taking It Slow
Lenny's Newsletter
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