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Thursday, 14 May, 2026
Earnest Sweat
Navigating the Supercluster: Finding Signal in Venture’s Noise
The Human Side of Venture: Lessons from a Pastor-Turned-LP
Cycles, Convergence, and Capital: Investing Wisdom from Six Continents
Backing the Next Generation: GP Seeding and Co-Investment Insights
First Round Review
“AI-Powered” Isn’t a Position
Saastr
We Haven’t Had a Great CS Experience in Years. But Our FDEs Have Been Incredible.
A16Z
From “System of Record” to “System of Intelligence”
My Climate Journey | Jason Jacobs
New Mexico's $72B Bet on Clean Energy
The Micromobility Newsletter | Team M
See Who’s Speaking at Micromobility Europe 2026🎙️
David Talpalar
The Case for Investing in Lending AI Tools
Jamie Tomalin
The Case For Hardware-Enabled Software
Investing in Stitch
Tomasz Tunguz | Tomasz Tunguz
What Would AI Email Cost?
Wednesday, 13 May, 2026
Amir Kabir
Edition 46 | 2026 — The Productivity Paradox 2.0
Deciens
Epistula #14: The Hubris of Timing
Euclid Ventures
Jacob Sandry at Euclid Power: AI in High-Stakes Industries
Saanya Ojha
The Mouse Pointer Gets a Glow-Up
Concentration Over Diversification: A New Era for Crypto Fund-of-Funds
How to Think Like a CIO: Strategy, Structure, and Staying Power
How Institutional Investors Think and What Emerging Managers Must Know
Cathay
Behind the Term Sheet: Embat’s €30M Series B
We’re Hiring a Human Marketing Exec to Report to 10K, Our AI VP Marketing. Could You Report to an AI?
Is Software Losing Its Head?
Investing in AI | Rob May
Anthropic vs OpenAI: Which IPO Should You Buy?
Not Boring | Packy McCormick
Riding the Leopard
