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Friday, 14 November, 2025
A16Z
Charts of the Week: Fully scaled agents
The Data Source | Priyanka Somrah
The State of Agentic Systems – October & November 2025
Clouded Judgement | Jamin Ball
Clouded Judgement 11.14.25 - The AI Factory
Not Boring | Packy McCormick
Weekly Dose of Optimism #170
Thomas Reiner
Hyatt Hotels (H) - Q3 2025 Earnings Call
Global Business Travel (GBTG) - Q3 2025 Earnings Call
Instacart (CART) - Q3 2025 Earnings Call
DoorDash (DASH) - 2025 Morgan Stanley Europe TMT Conference
Akash Bajwa
Small Language Models & Context Engineering Roundtable
Thursday, 13 November, 2025
Newcomer | Eric Newcomer
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phase
Cerebral Valley AI Summit Audience Survey Results
Making Connections by Jax | Jax Vullinghs
Uncovered Bookmarks #11: The AI-pilled Senior Engineer
Saanya Ojha
Satya’s Big Reveal: The Moat Is the Mundane
Supercruise
The Modern Growth Equity Playbook
The Micromobility Newsletter | Team M
Chicago Hits 12 Million Shared Micromobility Rides
A Wealth of Common Sense | Ben Carlson
The Economics of a 50 Year Mortage
The Economics of a 50 Year Mortgage
Tomasz Tunguz | Tomasz Tunguz
Teaching Local Models to Call Tools Like Claude
Euclid Ventures
VERTICALS #4 - AI Marketplaces
Minutes
"In The Flow
Sammy Abdullah
Autopsy of a Venture Backed Company
Conor Witt | Conor Witt
The Data Tapes Edition #34
Saastr
The Accel 2025 Globalscape Report: The Cold, Hard Data on How AI Has Radically Changed B2B
Geoff Donaker | Geoff Donaker, GP @ Burst Capital
Bursts of Color - Want to be a Startup Advisor?
Search Wars: Episode 2
