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Friday, 16 May, 2025
Saastr
New SaaStr on 20VC! “The VC Playbook: What’s Working in 2025”
Caitlin Bolnick
5.16.25
Sierra Ventures
The AI Layer Cake: Where the Real Opportunity Lies in Enterprise AI
Deepwater Asset Mgmt
What March Earnings Reveal About AI’s Staying Power
Pirate Wires | Mike Solana
The AI Legislation Moratorium is a Test for the Startup Coalition
Net Interest | Marc Rubinstein
The Bank Inside SoftBank
Deciens
Epistula #11: Unpopular (and Unspoken) Truths
Insight Partners
Navigating healthtech’s toughest terrain: Capital, regulation, and AI
Frankly Speaking | Frank Wang
Why security is still hard (and getting harder)
Newcomer | Eric Newcomer
Fintech IPOs Give Hope To a Comeback Despite Market Volatility
99% Derisible | Yoni Rechtman
Getting in is harder than getting out
Brian Sugar
DPI: The Best Birthday Present a VC Could Ask For
Hasan Piker’s Mass Media Hysteria
Our CAC is Way Too High. Should We Cut and Marketing To The Bone?
Dash Media
☀️EP. 8 · Dr. Emily Oster: CEO of ParentData & Best-Selling Author | Edreform in 10
Clouded Judgement | Jamin Ball
Clouded Judgement 5.16.25 - Net New ARR Trends
Not Boring | Packy McCormick
Weekly Dose of Optimism #144
Dear SaaStr: What Are Some Red Flags an Investor Might Not Be Serious?
Deconstructor of Fun
Squad Busters 2.0 and Supercell's YOLO Strategy
Matthew Mandel
You Can Just Program Biology
Saanya Ojha
The Perplexing Turn Toward In-Chat Commerce
Jason Stoffer
Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
Frenemies at the Edge of AGI
Tomasz Tunguz | Tomasz Tunguz
When Will We Pay a Premium for AI Labor?
Thursday, 15 May, 2025
Scale Venture Partners
How we scaled Databricks with CMO Rick Schultz