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Wednesday, 09 July, 2025
Uma Chalik
🧿 BODRUM
A Wealth of Common Sense | Ben Carlson
Animal Spirits: A 25 Year Bull Market
Kyle Poyar's Growth Unhinged | Kyle Poyar
How Bolt.new hit $40M ARR in 5 months
Saastr
Dear SaaStr: At $20,000 ACV, How Many Customers Should Each Customer Success Manager Have?
Guru Chahal
Next Big Shift In Search: From Product To Infrastructure
Observo AI: The AI-Native Observability Data Pipeline
Investing In Chainguard: The Safe Source For Open Source
Eve Legal – Revolutionizing Plaintiff Law
NextHop AI: Next-Generation Networking For An AI-Driven World
Investing In Nominal: The Continuous Test Stack For Physical Systems
Tuesday, 08 July, 2025
The Quiet Giants: Why Infrastructure Startups Have Dominated the Recent IPO Landscape
Canva Gives Its 5,000 Employees a Week to Learn AI. Will It Work?
The Future of Investment Management is the Paradox of Choice
Madrona Ventures
Building a Scalable Sales Motion: How To Drive Growth with Intent
Insight Partners
Celebrating 30 years of Insight: Nikitas Koutoupes on three decades of growth and change
Annelies Gamble
The $250B Product Certification & Compliance Market
Saanya Ojha
Meet Labubu, the Hello Kitty of 2025
Stratechery
Tech Philosophy and AI Opportunity
Trends, Analysis, Lies and Statistics
Malleable Software Reshapes the World
Generative Value | Eric Flaningam
Where do Tech Returns Come From?
88% of B2B IPOs Have Founder CEOs. And Those Ones Do Far, Far Better
Flare Capital
The New Guard: How World-Class Operators Are Building Winning Healthcare AI Products
Opus Letter | Derek Urben
Opus 29: Atlas is Shrugging
Lenny's Newsletter
What people are vibe coding (and actually using)
Kevin Stevens
Playing Offense in Energy: Four Trends to Count On