Lenny's Newsletter

Grok Bot vs. OpenClaw: How I replaced my entire agent stack

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Next Michael Burry

Entrepreneur First

Portfolio News | Summer 2026

Akash Bajwa

Long-Horizon Agents: Compute, Memory and Power Profile

Sequoia

The Cognitive Revolution

Tomasz Tunguz | Tomasz Tunguz

AI Productivity Doesn't Mean What I Thought It Means

Vickram Pradhan

Breakthroughs in Cancer Care; Clinical vs. Operational vs. Commercial Innovation in Healthcare

Obvious Ventures

In Response to Bill Gates: It’s Time to Reimagine Capitalism

Conor Witt | Conor Witt

The Data Tapes Edition #52

Radical VC

Generalist AI Ushers In The “GPT-3 Moment for Robotics”

Annelies Gamble

Science's Observability Problem

Teddy Blank | Teddy Blank

The Golden Age of Biomedical Devices Has Arrived

NextView VC

Magical Thinking and Our Investment in Fambot

A Wealth of Common Sense | Ben Carlson

14 Questions I’m Thinking About

Patrick Salyer

The new Series A is the old Series B.

Lolita Taub

🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and more

David Cahn

Investing in Form Energy: America’s Battery Champion for the AI Grid

Saanya Ojha

PHASEONE[big] and the Swarm

Ian's Blog: Nominal Returns | Ian Gutterman

The Time Value of Money, Revisited

Sammy Abdullah

9 Major Themes from Q2 SaaS Earnings Calls

Carried Away

Three Beach Minimum

Matt Brown

Investing in Light

Saastr

ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.

A16Z

“Enshittification” Isn’t Real

Madrona Ventures

Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin