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Thursday, 05 February, 2026
The Micromobility Newsletter | Team M
The 60 Year Ride to Shared E-Bikes
Saastr
Inference Costs Average 23% of Revenue at AI B2B Companies. How Will You Pay For It?
David Talpalar
AI's Impact on Manufacturing Variance
First Round Review
Executive Function: Building systems that can make decisions without you | Jeanne DeWitt Grosser (COO, Vercel)
Dawn Capital
Rewiring national operating systems
Travis May
Moats Matter Again
Tomasz Tunguz | Tomasz Tunguz
Google's 52x AI Growth
Wednesday, 04 February, 2026
Joe Lonsdale
Ep 141: AI Hackers Are Here; Cybersecurity Legend Kevin Mandia Is Building the Answer
Lateral Thinking | Marco Demeireles
Why We Invested in Synthpop.AI
Melody Koh | Melody Koh, Partner @ NextView
Why Your 50th AI Session Isn't Better Than Your 5th
Saanya Ojha
Rage For the Machine
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Expert Intelligence
Chamath Palihapitiya | Chamath Palihapitiya
Deep Dive on the 2026 Global Solar Strategy
Newcomer | Eric Newcomer
Here's What Your Fellow Venture Capitalists Are Getting Paid
Phin Barnes
A Practical Guide to Brownfield AI Development
Feld Thoughts | Brad Feld
Interview With Guy Kawasaki
Brian Sugar
Loose Lips Still Sink Ships
Euclid Ventures
Verticals #16 - Multiplayer Vertical AI
Amir Kabir
Edition 32 | 2026 — Systemic Fragility Is Accumulative
Fika Ventures
Fika’s Fintech Focus Areas for 2026
Lenny's Newsletter
🎙️ This week on How I AI: Automate the tasks you hate + “Anyone can cook”: How v0 is bringing Git workflows to vibe coding
Insight Partners
AWARD: Venture Capital Journal’s Rising Stars of 2026 – Sophie Beshar
How WRITER is building for the era of AI-native enterprise
Fintech Ruminations
Stablecoin Monetisation Models
Ethan Batraski
The American Frontier: A Trillion-Dollar Race For Technological Superiority
