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Friday, 17 July, 2026
Clouded Judgement | Jamin Ball
Clouded Judgement 7.17.26 - Open Weights, Closed Prices?
Saastr
5 Interesting Learnings from Zoom at ~$5 Billion in ARR: Modestly Re-Accelerating Growth, Real AI Monetization, a $27B Market Cap, and a 25x Anthropic Windfall
Not Boring | Packy McCormick
Weekly Dose of Optimism #202
Dear SaaStr: Do Any Top B2B Events Give You “The List”?
Akash Bajwa
Orbital Compute: Why Now
Sierra Ventures
How Are CXOs Actually Using AI in 2026? Survey of 100+ Enterprise Leaders
Selina Wang
The Return of Nuclear: AI, Geopolitics, and the Next Energy Boom
Thursday, 16 July, 2026
Annelies Gamble
Redesigning Around a New Power Source
Jason Stoffer
Bending Spoons: An AI-native Berkshire, or an overvalued software acquirer?
A Wealth of Common Sense | Ben Carlson
Missing the Best & Worst Days in the Stock Market
Michael Greeley
A Flare Capital Partners Promotion…
Sequoia
Partnering with Bunkerhill Health: AI Agents that Improve Patient Outcomes
USV
Pascal
QED
The broker’s edge: How AI is finally coming for the oldest game in insurance
Partnering with Sable: Closing the Diffusion Gap
20VC x SaaStr This Week : Apple Sues OpenAI, the Token-Maxing Era Begins, and the TAM Question Hanging Over AI Coding
Euclid Ventures
Clear Eyes, Full Stack, Can’t Lose?
Newcomer | Eric Newcomer
SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic
A16Z
Investing in Runta
Phin Barnes
The Cautious Team's Guide to Autonomous Delivery
Three $3B B2B Acquisitions in 30 Days: Intercom/Fin, Cognite, and MaintainX. They All Bought the Same Thing: Data for AI
Sammy Abdullah
Payback Period on SaaS Spend is Only 8 Months
Reactors Have a Surprising Amount of Detail
Peter G Schmidt | Peter G Schmidt
How to Build a Bank in Ohio in 2026
Senra Systems: Harnessing Human Skill
