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Thursday, 03 September, 2026
Sammy Abdullah
Software Multiples Continue to Rise
Saastr
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake
Newcomer | Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.
A16Z
The Incumbents Are Coming
The Sociology of Business | Ana Andjelic
How brands make culture
The Micromobility Newsletter | Team M
Micromobility America 2026: Here’s What’s Coming
Nongaap Investing | Mike
[P] Nongaap Research
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains
Investing in AI | Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?
Tomasz Tunguz | Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI
Wednesday, 02 September, 2026
Evan O'Donnell
Read, Don’t Rank
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability
Saanya Ojha
Claude Takes Another Lap
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent
Apex: The Spacecraft Platform Company
Phin Barnes
AI gutting what you love about work? Me too.
Yahoo’s Mistakes
Kevin Stevens
Software's Death Was Greatly Exaggerated
Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.
Earnest Sweat
Ringless
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterprise
Day by Jay | Jackie DiMonte
The Series A is dead, Long live the Series A
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack
A Wealth of Common Sense | Ben Carlson
Animal Spirits: The Next Michael Burry
Entrepreneur First
Portfolio News | Summer 2026
