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Friday, 21 November, 2025
Caitlin Bolnick
11.21.25: restarting the writing muscle, agentic commerce, data as bottleneck/business for robotics, and peak fundraising & founders who can't not do the thing
99% Derisible | Yoni Rechtman
Stories about the future
Climate Tech VC
🌏 A tour of China's electrostate
Joe Lonsdale
Ep 133: Matt Ridley on the Fight to Save the UK & How Extraordinary Ideas Evolve
Newcomer | Eric Newcomer
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk
Sammy Abdullah
Building your SaaS SDR Program
A16Z
Gas-Fired Intelligence, Part 2
Clouded Judgement | Jamin Ball
Clouded Judgement 11.20.25 - The AI Platform Wars
Not Boring | Packy McCormick
Weekly Dose of Optimism #171
Saastr
The First $100,000,000 ARR at Ramp: How CEO Eric Glyman and CTO Karim Atiyah Built a $30B+ Finance Platform Through Asymmetric Bets
Minutes
On Becoming “Legible to Capital”
Turner Novak
🎧🍌 Inside the New Superhuman: $700M ARR, 40M Daily Users with Rahul Vohra
The Micromobility Newsletter | Team M
The New Last Mile: How Micromobility Is Reshaping Urban Delivery
Extantia Capital
Emission-Free, Optimised and Autonomous Freight Services: Why We Invested in NexDash
Akash Bajwa
Agent Frameworks & Memory Roundtable
Tomasz Tunguz | Tomasz Tunguz
The Bacon & the Skillet: When Does the AI Market Congeal?
Thursday, 20 November, 2025
20VC x SaaStr This Week: Cursor at $30B, The End of IPOs, and Why the Best Companies Will Never Go Public
Making Connections by Jax | Jax Vullinghs
Uncovered Bookmarks #12: The Benefits of Bundling
A Wealth of Common Sense | Ben Carlson
Going All-In on MSTR
Earnest Sweat
The New Series A Diligence Checklist
Saanya Ojha
Nvidia's Double Beat Saves The AI Trade
The Venture Firms with the Most SaaS IPOs
Euclid Ventures
VERTICALS # 5 - Hidden Markets & Community Moats
Susa Ventures
Our Investment in Cavela
6 Months of AI SDRs: What’s Worked, How They Brought In $1M+ in 90 Days, and the Real Data Everyone’s Asking For