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Sunday, 08 February, 2026
Saastr
$340 Billion in VC, But Fewer Deals Than Any Year This Decade: the Latest from SVB’s 2026 State of the Markets
A Wealth of Common Sense | Ben Carlson
Iceberg Crashes
A16Z Crypto
The Super Bowl of prediction markets
Lenny's Newsletter
Getting paid to vibe code: Inside the new AI-era job | Lazar Jovanovic (Professional Vibe Coder)
Two IPOs, Six Weeks Apart, Opposite Outcomes: 5 Lessons from Wealthfront’s Slide and EquipmentShare’s Pop
Investing in AI | Rob May
The Post-Model World: Why The System Is The New Moat.
Next Big Thing | Nikhil Basu Trivedi
The feature backlog has gone *poof*
Saturday, 07 February, 2026
Chamath Palihapitiya | Chamath Palihapitiya
What I Read This Week
🧠 Community Wisdom: Common mistakes when hiring a growth PM, using AI to speed up bug reporting, launching a solo consulting practice, resume titles for engineers transitioning to PM, and more
Kyle Harrison
The Incompetent Confidence Complex
Lisa Wehden | Lisa Wehden, ex-Bloomberg Beta
to friction or not to friction
Jessie Harris
The Golden Age of CPG
Stage 2
Uplevel or Replace? A CEO’s Dilemma at Series B
AI Gross Margins Are Up, R&D Spend Is Way Up, AI Pricing is a Mess: 5 Key Takeaways from ICONIQ’s State of AI Report
Ed Sim
What’s 🔥 in Enterprise IT/VC #484
F Prime
Fintech IPOs & 2025 Fintech Rebound
How Nebius Built a $4B+ GPU Cloud in 18 Months: The 7 Top Lessons Learned
Earnest Sweat
The VC Special Doesn’t Start on the Main Stage
Janelle Teng
The SaaSacre of 2026
Friday, 06 February, 2026
Melody Koh | Melody Koh, Partner @ NextView
The Trust-Utility Curve
Some Things I’ve Been Wrong About
Supercruise
The Structural Advantage of Capital Efficiency
Net Interest | Marc Rubinstein
Excel Forever
My Climate Journey | Jason Jacobs
Why Climate Jobs Aren't Enough Anymore
Turner Novak
🎧🍌 How Duo Security went Zero to $1B ARR in Ann Arbor | Dug Song, Jon Oberheide
