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Wednesday, 10 December, 2025
Amir Kabir
Edition 24 | 2025 — Vertical AI Operating Systems: De-Risking Fragmented Industries
Uncork Capital
Improving Construction Design with AI: Our Investment in Buildcheck
The Sociology of Business | Ana Andjelic
Trend Makers vs. Taste Makers
Andy Dunn
Ending the Tampon Tax and Overcoming BPD
Sammy Abdullah
What 82 SaaS earnings calls say about sales cycles and the economy
Saastr
55% of All Departmental AI Spend Is Now on Coding. And It’s Not Slowing Down
A16Z
Big Ideas 2026: Part 2
Insight Partners
How CrewAI is orchestrating the next generation of AI Agents
Andrew Ziperski
Some Thoughts on Equity
Thomas Reiner
Lyft (LYFT) - 2025 Nasdaq Investor Conference
Brian Sugar
Do Not Go Quietly
Booking (BKNG) - 2025 Nasdaq Investor Conference
Want to Get In Front of 3,500 B2B + AI Buyers a Week? Submit Your AI Agent to SaaStr
A Wealth of Common Sense | Ben Carlson
Animal Spirits: Netflix vs. Paramount
Kyle Poyar's Growth Unhinged | Kyle Poyar
The AI churn wave?
yCombinator
Meesho Goes Public
Multicoin Capital
Specialized Stablecoin Fintechs
Tomasz Tunguz | Tomasz Tunguz
The Two Context Databases Powering Enterprise AI
Tuesday, 09 December, 2025
Sequoia
The Abundance Paradox: Why Netflix Paid $82B for Scarcity
Fika Ventures
Lasers, Nukes, and the Scaling Wall — Why the Biggest Data Center Won’t Win
Newcomer | Eric Newcomer
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Building Rome(s) | Aadil Maan
Lessons For Startup Founders From A TPM
Investing for the Long-Term
Annelies Gamble
Why Procurement Is Finally Ready for AI: Insights from SAP’s Former Chief Procurement Officer and Startup Investor
