Continuations | Albert Wenger

Automated Software: Some Implications

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week

Lenny's Newsletter

🧠 Community Wisdom: Common mistakes when hiring a growth PM, using AI to speed up bug reporting, launching a solo consulting practice, resume titles for engineers transitioning to PM, and more

Kyle Harrison

The Incompetent Confidence Complex

Jessie Harris

The Golden Age of CPG

Stage 2

Uplevel or Replace? A CEO’s Dilemma at Series B

Stage 2

Uplevel or Replace? A CEO’s Dilemma at Series B

Saastr

AI Gross Margins Are Up, R&D Spend Is Way Up, AI Pricing is a Mess: 5 Key Takeaways from ICONIQ’s State of AI Report

Ed Sim

What’s 🔥 in Enterprise IT/VC #484

F Prime

Fintech IPOs & 2025 Fintech Rebound

Saastr

How Nebius Built a $4B+ GPU Cloud in 18 Months: The 7 Top Lessons Learned

Earnest Sweat

The VC Special Doesn’t Start on the Main Stage

Janelle Teng

The SaaSacre of 2026

Melody Koh | Melody Koh, Partner @ NextView

The Trust-Utility Curve

A Wealth of Common Sense | Ben Carlson

Some Things I’ve Been Wrong About

Supercruise

The Structural Advantage of Capital Efficiency

Net Interest | Marc Rubinstein

Excel Forever

My Climate Journey | Jason Jacobs

Why Climate Jobs Aren't Enough Anymore

My Climate Journey | Jason Jacobs

Why Climate Jobs Aren't Enough Anymore

Turner Novak

🎧🍌 How Duo Security went Zero to $1B ARR in Ann Arbor | Dug Song, Jon Oberheide

Saanya Ojha

OpenAI and Anthropic's Heated Rivalry

David Cahn

The Greatest Strategy Game in the History of the World

99% Derisible | Yoni Rechtman

Legibility is a brand to capital and brand is promises kept

Crucible Capital

Building a Datacenter Part II

Sammy Abdullah

If You Think SaaS Is Dead, You Don’t Understand Enterprise Software