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Tuesday, 04 November, 2025
Thomas Reiner
Hilton Hotels (HLT) - Q3 2025 Earnings Call
Norwegian Cruise (NCLH) - Q3 2025 Earnings Call
Uber (UBER) - Q3 2025 Earnings Call
Craft Ventures
Daylight Security: Investing in the Future of Managed Agentic Security Services
First Round Review
Sentry's Path to Product-Market Fit — A High School Dropout Turned an Open-Source Project into a $3B Company
Newcomer | Eric Newcomer
The Story of a Cap Table: Navan
Saastr
Dev Steps Down as CEO of MongoDB: The Beginning of the End of an Era?
A16Z
Where you build is who you are: the ElevenLabs story
QED
The biggest mistake founders are making in AI
Sequoia
Partnering with Sunflower Labs: Your Autonomous Eye in the Sky
Insight Partners
How Root secures software at the speed of development
Felicis
Our Investment in DeepJudge: AI-Powered Search Built for the Complexity of Law Firms
Lenny's Newsletter
Part 2 of how to get the most out of your product pass—and welcome, Stripe Atlas, to the bundle!
Your Seed Round Now Needs to Last 3+ Years: What 3,365 Startups Tell Us About the New Series A Timeline
Will Ventures
A Momentarily Comprehensive Guide to Prediction Markets
Ben Yoskovitz
Vintage Shirts, Pet Rocks and Forward Deployed Engineers
Building Rome(s) | Aadil Maan
Your Prioritization Framework Is Just Fine
Monday, 03 November, 2025
Equal Ventures
2025 Emerging Manager Circle Summit Recap
Saanya Ojha
The Trillion-Dollar Rorschach Test
The Micromobility Newsletter | Team M
New Three Wheel Shared E-Scooters in Milan
This week on How I AI: “Vibe analysis” with Faire + vibe coding a kid-friendly AI fortune teller
Climate Tech VC
🌎 Nuclear fleet week #269
99% Derisible | Yoni Rechtman
Friends and enemies
