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Friday, 07 November, 2025
A16Z
Charts of the Week: Valuations not so crazy?
Not Boring | Packy McCormick
Weekly Dose of Optimism #169
Thomas Reiner
Experience & Mobility Platform Incremental Margins & Earnings | PA Dispatch No. 6
Santosh Sankar
Field Notes- Faster, Better, Not Average
Saastr
The First $100,000,000 ARR at Datadog: How Founder CEO Olivier Pomel Built a Customer-Centric Monitoring Giant
Expedia (EXPE) - Q3 2025 Earnings Call
Airbnb (ABNB) - Q3 2025 Earnings Call
Kenneth Auchenberg
Venture scouting is not angel investing
Thursday, 06 November, 2025
20VC x SaaStr This Week: Navan’s “Disappointing” $5B IPO, VCs Getting 6% Instead of 20%, and the Fire-Half-Your-Team AI Test: The New Venture Reality
Newcomer | Eric Newcomer
Meet The Cerebral Valley Heavy Weights
Generative Value | Eric Flaningam
Thoughts on the Hyperscalers (Q3 '25 Update)
Joe Lonsdale
Ep 132: Sen. Bill Hagerty on Saving Memphis & Designing Regulatory Frameworks for AI and Crypto
Making Connections by Jax | Jax Vullinghs
Why category leaders compound
A Wealth of Common Sense | Ben Carlson
Is Now the Time to Go All-In on Tech Stocks?
Saanya Ojha
Backstop Me If You Can
Insight Partners
How Onum is turning data overload into real-time defense
My Climate Journey | Jason Jacobs
Our Investment in Reservoir
yCombinator
BillionToOne Goes Public — The Startup That Made Genetic Testing Universal
Equal Ventures
Why most AI-enabled roll-ups will fail (and the 4 rules of those that will win)
You Can Hide From a Lot of Things as a Founder. Cash Burn Isn’t One of Them.
What is New Media?
QED
AI at the center of your product
Digital Native | Rex Woodbury
How the Best Products Remove Guilt
