Subscribe to get the weekly digest every Sunday
Thursday, 16 October, 2025
Turner Novak
🎧🍌 Building AI-Native Infrastructure for Developers with Erik Bernhardsson, Co-founder and CEO of Modal
Geoff Donaker | Geoff Donaker, GP @ Burst Capital
Bursts of Color - Manage Like In-N-Out
Incisive VC
How I Gain Conviction in Early-Stage Startups
The Micromobility Newsletter | Team M
Merida Bikes Q2 Revenue Down 24%
Maersk Growth
New disruption signals, quiet climate optimism, and portfolio news
The Sociology of Business | Ana Andjelic
Selling status
David Talpalar
Stablecoins at Scale
Lenny's Newsletter
Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Saastr
Dear SaaStr: What’s a Good Lead-to-Demo Ratio for our SDR:AE Handoff?
Extantia Capital
The Financing Infrastructure Layer for the Energy Transition: Why We Invested in Bees & Bears
makers + builders | Parul Singh
The Moat Problem
7wire Ventures
Why We Invested in WellTheory
Tanay Jaipuria | Tanay Jaipuria
The OpenAI Economy
Tomasz Tunguz | Tomasz Tunguz
Good Morning & Good Luck
Wednesday, 15 October, 2025
Welcome to David's Substack
Brian Sugar
The Algorithm Ate Don Draper
Twelve Below
Nome Bio
Commerce Ventures
Bringing AI to Insurance: Why We Invested in Liberate
Meera Clark | Meera Clark, Partner @ Redpoint
From Courtrooms to Code: How Finch is Reshaping Consumer Law with its "Outcome-as-a-Service" Model
Saanya Ojha
Veo 3.1: Lights, Camera, Creative Control
Mike Maples Jr.
Languaging: The Software of Belief
Scale Venture Partners
Founder-led sales and marketing never ends
Amir Kabir
Edition 16 | 2025 — Supply Chain Resilience as a Service → Embedded Risk Infrastructure
Collin Wallace
The One Question Type That Separates Successful Founders From Everyone Else
Chamath Palihapitiya | Chamath Palihapitiya
Deep Dive: A Primer on Mag7 - Amazon