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Monday, 01 December, 2025
Climate Tech VC
š The Thanksgiving dinner of the energy transition #273
Lenny's Newsletter
This week on How I AI: āPMs who use AI will replace those who donātā with Marily Nika
Jordan Nel
Allocatorās Notebook: Version One Funds I-IV
Charles Hudson
Reflections from Our 2025 AGM - $1T Private Companies, AI Fundraising, and Outbound Sourcing
Saastr
The 8 Things No One Tells You About āProsumerā Vibe Coding (That You Need To Learn To Build a Real B2B App)
Stratechery
Google, Nvidia, and OpenAI
Alex Lazarow | Alex Lazarow
SEA Dispatches: From Blitzscalers to Bedrock Builders
Conor Witt | Conor Witt
The Data Tapes Edition #35
Minutes
7 Summers in the First Scaling Age
The Sociology of Business | Ana Andjelic
Pumpkin Spice: Sips and Subcultures
Deconstructor of Fun
Loyalty Platforms 101: The Complete Guide to Gaming's Fastest-Growing UA Channel
A Wealth of Common Sense | Ben Carlson
Talk Your Book: The Psychology of Income
āPMs who use AI will replace those who donātā: Googleās AI product lead on the new PM toolkit | Marily Nika
Two Billion+ B2B Companies Lost Salesforce Access Indefinitely. This Is Your Security Wake-Up Call.
Fred Wilson
Being "Chain Agnostic"
Gaby Lorenzi
The lost art of language
Sunday, 30 November, 2025
Hunter Walk
Bodegas Arenāt Going Anywhere; Degen Economics is Hollowing Out Society; the New Electric Techā¦
Bodegas Arenāt Going Anywhere; Degen Economics is Hollowing Out Society; the New Electric Tech Stack; and more++ [link blog]
Chamath Palihapitiya | Chamath Palihapitiya
WIRTW: AI Manhattan Project
Saanya Ojha
Weekly Wrap Sheet (11/28/2025): Markets, Models, Minds
š§ Community Wisdom: Using Cursor for PM work, AI workflows for writers, tips for writing cold emails, building defensible moats, and more
Nathan Benaich | Nathan Benaich
State of AI: December 2025 newsletter
PagerDuty Falls to ~$1B Market Cap on $500M ARR. Just 2x ARR. Profitable Isnāt Enough. You Have to Grow.
Investing in AI | Rob May
Is There Any Hope For AI Benchmarks?
Vickram Pradhan
Healthcare Trends 2025