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Friday, 23 January, 2026
Net Interest | Marc Rubinstein
The Last Active Manager
yCombinator
Congratulations to EquipmentShare on Going Public
Newcomer | Eric Newcomer
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders
Fred Wilson
Can AI Grow Corn?
Saastr
If AI GTM Tools Were Half as Good As Cursor or Replit, It Would Be a Different World Today. They Will Get There.
Sammy Abdullah
The Payback Period on Q3 SaaS Net Loss
QED
State of the consumer Q1 2026: Stability with softening edges
A16Z
Charts of the Week: The Almighty Consumer and AI Capex
99% Derisible | Yoni Rechtman
Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor
Dash Media
☀️ EP. 32 · Vision, Grit, and Community Impact | Edreform in 10
Clouded Judgement | Jamin Ball
Clouded Judgement 1.23.26 - The Year of Multi-Modal
a16z’s State of Markets: $4.7T in Private Unicorns,
Not Boring | Packy McCormick
Weekly Dose of Optimism
Investing in AI | Rob May
If The US Loses The AI Race, Blame Immigration Policy
Equal Ventures
Equal Ventures’ “State of the Economy”
Thursday, 22 January, 2026
Short-Formed | Anu Atluru
Notes on Not Posting
20VC x SaaStr Are Back: If Figma Isn’t Good Enough, What Hope Is There? Plus OpenAI Ads, Elon vs. Sam, and the $9B Replit Bet
Matt Brown
Vertical software already won the context graph
Hunter Walk
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game.
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game. I want to fund founders that want to create a better future for PEOPLE.” Five Questions With Tom Preston-Werner.
Turner Novak
🎧🍌 The State of AI with Nathan Benaich, Founder of Air Street Capital
Lowercarbon
Europe Unplugs from the Pipeline
A Wealth of Common Sense | Ben Carlson
Should You Stop Working When You Become Financially Independent?
Aashay Sanghvi
The Story Behind Haystack's Investment in Blockit
Sequoia
The Most Precious Resource