Clouded Judgement | Jamin Ball

Clouded Judgement 7.24.26 - The World Isn’t Zero Sum

Investing in AI | Rob May

Coherent: The Optical Plumber Of The AI Buildout

First Round Review

How Gamma pulled off their AI pivot | Jon Noronha (Co-founder and CPO of Gamma)

Alex Oppenheimer

Design the Wave. Don’t Just Ride it.

A Wealth of Common Sense | Ben Carlson

Investing in the Boom Times

Michael Dempsey

Power, Status, and Legitimacy in Tech

Michael Dempsey

Beyond Tech’s Power: On Status, Sacrifice, and the Search for Legitimacy

Hunter Walk

I’ve Changed My Mind.

Hunter Walk

I’ve Changed My Mind. Early Stage Venture Funds of $100 Million or Less Should Hold Almost No Reserves for Follow-On.

Newcomer | Eric Newcomer

SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception

Saanya Ojha

Beat, Build, Bleed

Brian Sugar

The Corner Table at The Swiss Hotel

Veridical

ServiceTitan Waited 10 Years. Procore Waited 21. The Next Vertical AI Winners Won't Wait at All.

A16Z

How to Win the Largest Market in AI

Saastr

5 Interesting Learnings from Stripe at $6.8 Billion in Revenue: 33% Growth, 47% Free Cash Flow Margins, and a $53B Bid for PayPal

Turner Novak

🎧🍌 Inside Solana's Plan to Replace Wall Street

Sequoia

Partnering with Etched: Building the Inference Machine

Euclid Ventures

The Open-Weight Unbundling

Ian's Blog: Nominal Returns | Ian Gutterman

State Farm: Is What’s Bad For Agents Good For Policyholders?

Saastr

AI Won’t Kill SaaS. But It Will Kill Vendors That Stopped Shipping. Point Solutions Are Most at Risk.

A16Z

Renting is stressful. Millions of renter conversations tell us why.

Sammy Abdullah

Learnings from the Last Successful SaaS IPO

The Micromobility Newsletter | Team M

A Blockbuster Q2 for Voi: €68.8M Revenue, 47% Growth🚀

The Sociology of Business | Ana Andjelic

In Defense of Brand Myth

Fred Wilson

The Clarity Act