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Thursday, 04 December, 2025
Fred Wilson
Declining Fertility Rates
Pascal
How to win in AI (and why horizontal > vertical)
Wednesday, 03 December, 2025
David Cahn
AI in 2026: A Tale of Two AIs
Sequoia
AI in 2026: The Tale of Two AIs
Amir Kabir
Edition 23 | 2025 — The Rise of Autonomous Financial Operations
Brian Sugar
The War for Where You Start
USV
Turning locked up data into collective knowledge: Supper’s agentic data platform
Joe Lonsdale
A Vision for Healthcare AI in America
Saanya Ojha
re:Inventing AWS: not the smartest model, the smartest system
Lerer Hippeau
Please welcome OnProfit, the platform helping the enterprise maximize revenue
Chamath Palihapitiya | Chamath Palihapitiya
Deep Dive: The Electric Grid - America’s Biggest Bottleneck of the Decade
My Climate Journey | Jason Jacobs
Our Investment in Unlimited Industries
Euclid Ventures
VERTICALS #7 - Owner.com
Big Food's Tobacco Moment
Cathay
Behind the Term Sheet: Vambe’s $14M Series A
Saastr
AI Agents Catching Other AI Agents Cutting Corners and Hallucinating. And Why That Means AI is Getting SO, So Much Better
A16Z
Toward a Working Definition of Paperclip-Punk
Minutes
mistakes of measurement in new media and investing
Insight Partners
How Promptfoo is restoring trust and security in generative AI
Venture Unlocked | Samir Kaji
Betting on Founders Who Build the Real World
A Wealth of Common Sense | Ben Carlson
Animal Spirits: Age of Discontentment
Lenny's Newsletter
Gemini 3 vs. Claude Opus 4.5 vs. GPT-5.1 Codex: Which AI model is the best designer?
Kyle Poyar's Growth Unhinged | Kyle Poyar
An outbound playbook for 2025
Digital Native | Rex Woodbury
Grading Our 2025 Predictions 💯