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Ed Sim

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The Winners & Losers of Higher Interest Rates

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Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy

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This Week in Charts: Are Prediction Markets Politically Biased?

Madrona Ventures

Highlights From the 2026 IA40 Summit: Harnessing the Value of AI

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AlleyCorp

AlleyCorp in Q3: CEO Summit + Valar, Valon and Thyme Care Raises

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Data beyond brokerage

Sammy Abdullah

SaaS Multiples Continue to Show a Premium for Growth Over Profitability

David Teten

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It Takes 12 Years to IPO. Then Another 2-3 for Your VCs to Get Liquid. And Founders Can Generally Only Sell About ~4% a Year.

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Weekly Dose of Optimism #214

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Abstract Warfare: How TSMC Made Its Own Market

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