Crucible Capital

Building a Datacenter (for Dummies) Part I

Tomasz Tunguz | Tomasz Tunguz

The Math of Hypergrowth: Two Paths to the Same Goal

Next Big Thing | Nikhil Basu Trivedi

Waldo

Shravan Narayen | Shravan Narayen

Everyone Ships the Org Chart

Thomas Reiner

Lyft (LYFT) - Q2 2025 Earnings Call

Thomas Reiner

Booking Holdings (BKNG) - Q2 2025 Earnings Call

Thomas Reiner

Tripadvisor (TRIP) - Q2 2025 Earnings Call

Thomas Reiner

Instacart (CART) - Q2 2025 Earnings Call

Thomas Reiner

Toast (TOST) - 2025 Goldman Sachs TMT Conference

Boldstart VC

Waldo — the leading agentic platform for marketing agencies and brand teams. Welcome to boldstart!

Jarrod Dicker

The Orator’s Dilemma

Saanya Ojha

The Death of the Textbook, The Return of the Question

Reaction Wheel | Jerry Neumann

How to Invest in AI

My Climate Journey | Jason Jacobs

Our Investment in Rodatherm

Amir Kabir

Edition 13 | 2025 — From Chatbots to Operators: AI That Acts in Regulated Markets

Digital Native | Rex Woodbury

Daybreak: The Two-Year Update

Saastr

5 Interesting Learnings from Navan at ~$700,000,000 ARR

Stage 2

How Early-Stage Companies Are Rethinking CRMs in the Age of AI

Saastr

When It Looks Like Someone May Leave, You Have to Start Reading Their Emails

Venture Unlocked | Samir Kaji

Platform Shifts, AI, and the Future of Consumer Investing

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A Mania is Brewing

Kyle Poyar's Growth Unhinged | Kyle Poyar

The rising consumer to enterprise AI playbook

Saastr

Dear SaaStr: How Can I Earn a Price Increase?

Brian Sugar

Market First, Product Second: The Only Way Forward

Thomas Reiner

Uber Technologies (UBER) - 2025 Goldman Sachs TMT Conference