Subscribe to get the weekly digest every Sunday
Tuesday, 09 December, 2025
Sequoia
The Abundance Paradox: Why Netflix Paid $82B for Scarcity
Fika Ventures
Lasers, Nukes, and the Scaling Wall — Why the Biggest Data Center Won’t Win
Newcomer | Eric Newcomer
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Building Rome(s) | Aadil Maan
Lessons For Startup Founders From A TPM
A Wealth of Common Sense | Ben Carlson
Investing for the Long-Term
Annelies Gamble
Why Procurement Is Finally Ready for AI: Insights from SAP’s Former Chief Procurement Officer and Startup Investor
Meritech
2025 Meritech Markets Update
Feld Thoughts | Brad Feld
Capital Evolution: The New American Economy
Distributed VC
Expanding Access to In-Home Pediatric Therapy: why we invested in Origin
Scale Venture Partners
Announcing our investment in Prime Security
Saastr
The 6 Metrics in OpenAI’s New Enterprise AI Report Worth Knowing — And Why Most of It Is Noise
Youssef Kalad
It's time to build (in Medicaid)
A16Z
Big Ideas 2026: Part 1
Partnering with fal: The Generative Media Company
Sammy Abdullah
SaaS Acquisition Multiples at 8.2x
Ian's Blog: Nominal Returns | Ian Gutterman
Would It Be So Bad If AI Took Our Jobs?
Insight Partners
How Marketing Evolution is turning bad data into better decisions
Marketing Evolution Announces New Investment Led by Insight Partners to Power AI-Ready Marketing Data for the Agentic Era
How We Use 20+ AI Agents for Marketing & Go-to-Market with SaaStr’s CEO and Chief AI Officer
Lenny's Newsletter
How to spot a top 1% startup early
Fred Wilson
Gen What?
Deconstructor of Fun
Hard Truths About Co-Founders, Capital, and Competition
How to spot a 1% startup early
Extantia Capital
Mind the Copper Supply Gap
Akshay Mehra
Thinking Slow, Beyond Slop