Deepwater Asset Mgmt

Investors Still Doubt That the AI Hardware Trade Is Alive and Well

Movements | Adam Feldman

Volkswagen’s €20,000 EV Set to Shake Up the Affordable EV Market | February 7th, 2025

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Our New Partner

Net Interest | Marc Rubinstein

AI Eats Equity Research

Jared Heyman

On seed-stage startup traction (and why to ignore it)

Hunter Walk

Don’t Take It Personally. Take It Professionally.

Dash Media

🎙️ NFL's Evil Genius...Vic Fangio Encore

Newcomer | Eric Newcomer

DeepSeek Heralds a New Phase in the AI Race: Low-Cost Competition

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Agent by P&L Part II

99% Derisible | Yoni Rechtman

Legible and illegible risk

Saastr

It’s 2025. There Is No “Downturn” Anymore. It’s You.

Sammy Abdullah

Negotiate the Investment Banker Engagement Letter

Saastr

From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

Clouded Judgement | Jamin Ball

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Level VC

On Inefficient Markets

Sturgeon Capital

Why We Invested - Cargon

Not Boring | Packy McCormick

Weekly Dose of Optimism #130

Short-Formed | Anu Atluru

Aesthetic Warfare (and the Power of Aesthetic Authorship)

Saastr

Dear SaaStr: Does the Bar for “Success” Keep Going Up in Silicon Valley? Will I Ever Be Happy?

Saastr

How Dialpad Hit $300M ARR by Building Their Own AI Stack: 5 Key Learnings

Saastr

How Top SaaS Companies Drive 2-3x Better Campaign Performance Through Multi-Channel Personalization with Customer.io

Jordan Nel

If Nassim Taleb were a VC

Tomasz Tunguz | Tomasz Tunguz

Google's Future in Search & AI

Nikunj Kothari

Don't Look at the Clock

CrossStack

Crossbeam VC's LegalTech predictions for 2025