Stratechery

Begun, the Aggregator Wars Have

Glasswing VC

Rudina on Bloomberg Businessweek: September 25, 2026

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Rise Of The Neo Neo Lab

Sammy Abdullah

Public SaaS Continues to Perform with NDR of 110%

A16Z

How Silicon Valley Knows Its People

Newcomer | Eric Newcomer

Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.

Saastr

5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost

Antler

What Your Portfolio Thinks About Disruption 

Clouded Judgement | Jamin Ball

Clouded Judgement 9.25.26 - Own the Interaction Layer

Alex Oppenheimer

What’s Next?

Antler

The Problem With Putting AI in a Box 

Not Boring | Packy McCormick

Weekly Dose of Optimism #212

Antler

Every Founder Study Starts at the End 

7wire Ventures

From Documentation to Decision: AI’s Next Chapter in Clinical Care

Euclid Ventures

Venture Is Not an Asset Class, It Is a Handful of Charts

Making Connections by Jax | Jax Vullinghs

Natural General Intelligence

Hunter Walk

I used to respond to every cold email but now AI slop is killing my inbox

Hunter Walk

I used to respond to every cold email but now AI slop is killing my inbox

A Wealth of Common Sense | Ben Carlson

Can You Be a Boglehead Tech Investor?

Thomas Reiner

Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?

Deconstructor of Fun

How Playtika's best game became its biggest headache

Investing in AI | Rob May

The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year

Guru Chahal

Could AI Have Been Einstein?

Turner Novak

🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London

Saastr

Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human