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Tuesday, 25 November, 2025
A Wealth of Common Sense | Ben Carlson
The Railway Bubble vs. the AI Bubble
Turner Novak
🎧🍌 Using AI to Sleep Better | Matteo Franceschetti, CEO and Co-founder of Eight Sleep
Scale Venture Partners
Announcing our investment in Range
Climate Tech VC
🌎🔮 Place your bets in our 2026 Oracle #272
Saastr
Our 20+ AI Agents and Their Moats: Real But Weak
Minutes
“we all know the end is coming, we just can’t be sure what it is”
QED
Best practices in fintech AI
A16Z
How to Price and Package Your Gen AI Feature: Revisited
Sammy Abdullah
3 SaaS measures of customer health
Fintech Ruminations
Fractional Reserve Banking onchain
Thomas Reiner
Why Does Dilution Matter? + Charts on ABNB, PINS, SNAP & Infra Software | PA Dispatch No. 7
Trip.com (TCOM) - Q3 2025 Earnings Call
Pat McGovern
AI Services, Beacon's Bet & What I'm Reading
Fred Wilson
Netscape and Microsoft Redux?
Heartcore
🫧 Heartcore Insights
Antler
Europe's Execution Era: An Antler Study
Alfred Lin
Efficiency AND Optionality
Tomasz Tunguz | Tomasz Tunguz
Private Equity : The New Distribution Channel for AI Startups
Monday, 24 November, 2025
Stealing Signs | Jackson Bubala
A Venue for Speculation
Hunter Walk
Vice Signaling is Poisoning Tech; Playing Entrepreneur on ‘Hard Mode’ is Worth Doing; OpenAI Won’t…
Vice Signaling is Poisoning Tech; Playing Entrepreneur on ‘Hard Mode’ is Worth Doing; OpenAI Won’t Build Every Dev Tool; and more++ [link blog]
The Micromobility Newsletter | Team M
Riding Uphill: The Tariff Squeeze on America’s Bike Scene
Saanya Ojha
FTC vs. Reality: A Tragicomedy
Earnest Sweat
The Briefcase Mindset
