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Friday, 08 May, 2026
Saastr
The B2B Reacceleration Is Real, But Uneven. Twilio, Atlassian, Datadog, Cloudflare, and Palantir Just Proved It. HubSpot and Shopify Still Have To.
A16Z
Charts of the Week: It Was a Good Quarter for "Other Income"
Clouded Judgement | Jamin Ball
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans
Not Boring | Packy McCormick
Weekly Dose of Optimism #192
397% View Growth in 28 Days: Our New Podcast “The Agents” Seems To Be a Hit. And YouTube’s AI Agent Shares With Us Why.
Antler
Why we invested in QMill: Bridging the gap to quantum advantage
Why we invested in Tangled: Decentralizing the future of code collaboration
Why we invested in Homie: Turning trust into a primary sales channel
Tomasz Tunguz | Tomasz Tunguz
Securing the Agentic Enterprise
Thursday, 07 May, 2026
Next Big Thing | Nikhil Basu Trivedi
Sense of Urgency
Making Connections by Jax | Jax Vullinghs
The Pursuit of Excellence
Investing in AI | Rob May
Adobe: An AI Victim Story That May Be Wrong
A Wealth of Common Sense | Ben Carlson
A Government Debt Crisis?
Saanya Ojha
Anthropic’s Compute Speedrun
Craft Ventures
Investing in ElevenLabs: Leading the Voice AI Modality
Choco’s Journey Through Near-Death and Global Growth | The Further, Faster Podcast
20VC x SaaStr: The Most Aggressive Quarter in American Capitalism, Palantir’s Rule of 145, and Why Brian Armstrong Just Killed the Manager-of-Managers
Turner Novak
🎧🍌 Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo
Our AI VP of Customer Success “QBee” Saved Us 70% of the Human Hours Vs. Before. Both Internally and With External Teams. A 3x Multiplier.
How an AI Bill Becomes a Law
Conor Witt | Conor Witt
The Data Tapes Edition #44
DAU, WAU and MAU Are the New Lighthouse Metric in B2B + AI. Harvey’s a Great Case Study.
David Talpalar
Housing is a Supply Problem. How can Tech Help?
Jamie Tomalin
Backing Asterix: Enabling Healthcare Abundance
The Micromobility Newsletter | Team M
The Rise and Fall of China's Bicycle Kingdom: Part 1
