Competitive Strategy

BREAKING: Voice AI is Dominating

ICYMI: Leopold, Space Lasers, Devin

The AI Layoff Trap⚠️, Agentic GTM🔍, The Next Era of VC Secondaries💰

The 375 Prompt Book for Fundraising

Marc Andreessen and Chris Dixon: What’s at Stake in Crypto Regulation

⚙️ Building AI rules

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Charts of the Day

🔥 Here's the Modern VC Tech Stack

Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”

The surprising product that built Italy's richest family

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week

Someone just ran a 2.78-trillion-parameter model on a laptop. The memory wall is breaking

Decagon’s Playbook for Building Enterprise AI Applications

176: 姚顺雨，来到腾讯300天

20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

☁️ Azure's $100B

The New Scaling Law

175: 对话Liblib陈冕：关于活下来，以及所有接近死亡的时刻

🤗 Hugging Face cont'd

💥How Top 5% VCs Keep Winning, Time Between Rounds, Reserve Strategies, State of SPVs & More

This guy made $80M in profit. Here's his next 3 stock picks

Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit

The Stock That Went Up 1000% | Lumentum CEO

Every Tech Company Is Falling Into A Layoff Trap

Sam Altman Says We're Already Living Inside the Singularity. Here Are His 10 Rules for Building Right Now.

Data Insight: Most of the world’s fastest-growing megacities will soon be in Africa

OpenAI’s IPO delay is the valuation signal

OpenAI’s IPO delay is the valuation signal

BREAKING: “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition

Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion

Everything You Need to Know to Master Claude's Fable 5

These Are The Mistakes That Cost Founders Their First Deal

148. 对游凯超3小时访谈：开源Infra、和模型Co-design 、“如果vLLM失败，我们会后悔一辈子”

📣 Open model push

Killer marketing secrets that always work (ft. Ogilvy Adman, Rory Sutherland)

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition

Claude Cowork now runs a $10,000/month SEO agency from your desktop. Free with your plan

Steven Sinofsky: AI Doesn't Need New Rules Yet

174: AI冲击企业软件巨头？与SAP原欣聊大模型to B的颠覆与边界

The Analyst Role Is Dead, No?

Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

38,000 companies are hiding in plain sight. Here is the AI system to find them

Ben Horowitz: The Fight Over Open Source AI

Tech Powerhouses Line Up Behind Open-Weight Models

I'm rooting for open source

🇨🇳 China AI warning

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum

Anthropic just cut the price of frontier intelligence in half

The Investor Outreach System: List, Prompts, Sequence, Replies

Sriram Krishnan on Open Source AI's Biggest Week Yet

20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know

🤕 Google's low morale

The Philosopher CEO | Clay Co-Founder Kareem Amin

The $150B dollar business hiding in plain sight

SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception

Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

Weekly TOP Startup / VC news of July 23, 2026

Opportunities in AI hacking

Yang Zhilin's Agent Playbook: 10 Bets Founders Should Steal

The 10 Claude Skills Every Founder & Builder Should Steal

Building the Physical AI Stack | Travis Kalanick on TBPN

👯 Closed-model bffs

Chart of the Day

BREAKING: David Friedberg on America vs Socialism

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

Google just made agents 3x cheaper to run. Here is the playbook

Travis Kalanick Is Back | Building the Future of Industrial AI

💊 Cheap drugs

Axios Pro Rata: 🤖 Sourcing AI

I spent 24hrs with a blue collar millionaire

Data Insight: Rich countries have ten times as many doctors per person as poor ones

Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

Why Physical AI Is the Next Frontier | Applied Intuition

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

🇨🇳 Kimi K3 Khaos

Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)

Perplexity's Founder Found AGI Risk in a 2,000-Year-Old Epic

Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition

🔥What's Hot in M&A, Multiples by Sector, Concentration at the Top - Here's the State of the Market in July 2026

Netflix CPTO on AI and the future of product and tech roles | Elizabeth Stone

Zymofix Success Story. 10 OOTB questions to co-founder Emile Redant

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI

China just open-sourced Opus-level intelligence. Here is the playbook

AI’s Biggest Winners📉, Stop Playing The Markup Game🎯, The Self Driving Company🚗

20VC: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups: Curative with Fred Turner

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Back in the saddle

💰 AI campaign cash

Axios Pro Rata: Waiting on Clarity

Ray Dalio: The principles that made me a billionaire

IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?

SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"

BREAKING: SambaNova Hits $11B Valuation

Mainframes and Main Characters (This Week in Stratechery)

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

The AI trade just lost $1 trillion. Here is where the value went

20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

👀 Mira's new model

✍️Top 10 Takeaways from the Data Driven VC Landscape 2026

SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic

The Board Meeting Operating System

Replay 2025: David Sacks on AI, Crypto, and America's Technology Future

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

📝 AI-pocalypse jobs board

Howard Marks: how I make money while you worry about a market crash

NY's data center freeze

BREAKING: Senra Raises $65M Series B by Lowercarbon & Interlagos

DeepSeek Is Raising a Giant Round and Planning to Go Public, Perhaps This Year

Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

Data Insight: Electric cars are taking off quickly in Latin America

BREAKING: Cerebras CEO Andrew Feldman

Economists, Researchers, and Tech Leaders Urge Lawmakers to Hit the Brakes on AI

Jonathan Ross Turned a 3-Week Phone Call Into a $20 Billion NVIDIA Deal. Here Is How He Did It.

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Uncapped #54 | Sam Blond from Monaco

172: Momenta IPO后再访曹旭东：就是想做没有尽头的AI

20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

🐻 Goldilocks GPT

Axios Pro Rata: Destroying the record

AI's musical chairs

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

🔥How to Gain an Edge When Everyone Uses the Same AI Model

ICYMI: Figma, OpenAI, Boston Dynamics, MIT

Nobody Cares About the Model Now. It's About the Type of Moat

Self-Improving Fundraising System🤝, How to Kill Churn📉, VC Landscape 2026📊

20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean

BREAKING: Cyan Banister's Legendary Track Record

Apple Alleges OpenAI Stole iPhone Secrets

How Jensen Huang Turned a Green Van and 30 Years of Rejection Into Nvidia

Venture Capital Isn’t What It Used to Be, and It's at a Crossroads

Brainstorming business ideas with a billion-dollar founder

Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order

VC firm buys your grandpa's fund

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch

Google’s agent broke a 56-year math record. Yours forgets yesterday

RAM Fever

The Most Improbable Venture Fund Ever Built

How Bitcoin Rewired a Classic Computer Science Problem

20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

🛑 Slow AI down

Chart of the Day

🚨The Data Driven VC Landscape 2026 Is Here🚨

Adam Mosseri: AI is a tailwind for authenticity

Kalshi’s Tarek Mansour vs. the Federal Government

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

You are overpaying for intelligence. Grok 4.5 just proved it

The AI Job Apocalypse Is a Complete Misread

💾 Chip craze

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

Claude Fable 5 is free for 4 more days. Here is the full guide

Adam Neumann: This Is How You Build Iconic Companies

Axios Pro Rata: Green flag

Axios Pro Rata: M❌A

Axios Pro Rata: M❌A

💥Guide to Fable 5, Power Law Everywhere, VC Media Machines, AI in PE & More

5 ruthless business lessons from one week in NYC

A Script for Mark Zuckerberg (Stratechery Article 7-7-2026)

Is Software Losing Its Head?

20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV

Series A activity: Week of June 28, 2026

Zuckerberg's $14B Bet: Glasses Kill the Phone in 5 Years

Don’t Follow Your Passion | Ben Horowitz’s Advice for New Graduates

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Set a metric. Walk away. Let the agent optimize overnight.

🇺🇸 Allies under AI

Axios Pro Rata: Sun Valley

I dropped out of college and built a $3.6B company from scratch

Software wins for the taking

Dylan Field on the “Permanent Underclass of Zero Taste”

BREAKING: Dylan Field, CEO of Figma

Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

Brian Armstrong Runs 1,200 AI Agents at Coinbase. Here Is the Operating Model He Just Handed Every Founder.

This Is the New SaaS Playbook

Outsmarting Uber: Why Bolt Wins in Europe

🚀 Claude's new upgrade

Axios Pro Rata: AOL IPO

Edition #14: 37 New Funds, 1000 Fund Managers Mapped, DPI Benchmark

Feds Lift Anthropic Export Restrictions

Elon Musk's 2007 Interview Predicted the Next 18 Years

171: 【AI季报 26Q2】从 coding 到 RSI，强者愈强的未来？

🩸 Bloodbath no more

The $30M app that lets you invest like a politician

Data Insight: US and Chinese companies train almost all of the world’s most-used AI models

Comcast splits as peers combine

BREAKING: Benchmark's AI Playbook

Apple Falls Victim to a Ransomware Attack

The Real Reason AI Costs Keep Rising

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

⚔️ The pro-AI split

Axios Pro Rata: Comcast splits

50: Tyler Cowen & Nabeel Qureshi - An Appetite For More

OpenAI's $122B masterclass: 10 takeaways from Sarah Friar

Building in Public Is Not What It Used To Be

Beyond P(doom): Marc Andreessen - Betting on America

The Memo - 28/Jun/2026

COVAL Success Story. 10 OOTB questions to founder Brooke Hopkins

Cerebras bet against the GPU. It just IPO'd at $56B.

Accretion, Dilution, and the Cold Hard Truth of M&A Math

Betting on vision

🌏 China's global push

The Software Handoff

Token Budgets for Investment Firms: What's the ROI? And Where's the Limit?

Brian Armstrong: “Capitalism Lifts Everyone Up”

BREAKING: Brian Armstrong, Coinbase

Axios Pro Rata: Deal boom

CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages

Are Mega-Funds Taking Over Seed?

Kalshi Looks to Almost Double Its Valuation in Just a Month

Saplings: Outsiders

Pivot or Die. The Market Is Trying to Tell You Something

Marc Andreessen on AI, Technology, and the Future of Humanity

🤖 Jalapeño chips

We found an app that lets you buy anything for $0

The One Thing AI Startups Keep Underestimating

What Happens to Design After AI?

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

💥Workflows Are King, Guide to Cold Emails, Seed Is Dying, VC Tourists Are Leaving, WTF Is a Loop? & More

Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

Axios Pro Rata: K-shaped shift

Mark Pincus: How to Build Billion-Dollar Products

BREAKING: Mark Pincus on How to Build Billion-Dollar Products

The AI Upgrade Trap: Why Switching to a Better Model Breaks Everything You Built

Own or Be Owned: Why Every Company Needs Its Own AI Model (Yash Patil, Co-Founder & CEO of Applied Compute)

What’s Next for Consumer AI? | Josh Elman Joins a16z

20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

The Walt Disney Company

⚡️ Data center dilemmas

Same round, different price tag

Jeff Bezos’s Economic Doctrine: 10 Ideas Founders and Investors Should Steal

VC Horror Stories: The Week Founders Stopped Pretending

Jake Paul & Anti Fund: From Creator to Investor

20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

President Trump Softens on Anthropic

Your GTM, run by agents

Post agent companies

Compliance Is Where AI Co-Pilots Go To Die

Why Domain Experts Are Winning In The Age Of AI

The Trump Administration Demands Anthropic Guarantee Mythos Can't Be Hacked

No, You Don’t Need an AI Agent

Generalist Intelligence: The Off Switch

The Secret Behind Elon Musk’s Insane Success

The New Rules of Media | Marc Andreessen & Ben Horowitz

20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

🔎 Unwritten AI rules

Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI

BREAKING: Harvey Co-Founder & Head of Applied Research on the Token Reckoning

Dario Amodei's full picture: 10 takeaways that matter

This is How You Get Your Homepage Viral

💪 AI's power struggle

How To Pick A Startup Idea

BREAKING: Inside Coinbase's System Update

Sundar Pichai's 10-move restructuring playbook: what every founder and investor should steal before 2027

The Growth Playbook Behind One of AI's Fastest ARR Climbs

The Fintech Playbook for Latin America

Axios Pro Rata: SpaceX's next deal

Ada Palmer – Machiavelli is the most misunderstood thinker of all time

Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]

How the Ex-Goldman CEO actually invests his own money

Data Insight: NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years

Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month

BREAKING: $11B Harvey Hits $300M ARR & 13 Trillion Tokens

Inference engineering is the 80% cost cut most teams miss

Don’t Believe Those Who Say that SaaS is Dying

20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

Ideogram’s Open-Weights Image Model and the Future of AI Design

🚨 Fable fallout

BREAKING: TBPN, Jack Altman, a16z, Now Its Lightspeed's Media Move

NEW: How 137 Ventures Built a 1%+ SpaceX Position

Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)

Jensen Huang handed you the AI roadmap. Here are the 10 moves that matter.

AI, Design, and the Power of Open Models

🔥Building a Single Source of Truth for Investment Firms

The hidden pattern behind successful products | Mark Pincus (Founder of Zynga)

SpaceX IPO: Inside the Firm That Owns 1%

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

Alexandr Wang on One Year Leading Meta AI

The US government switched off Anthropic’s most powerful model 3 days after launch

SpaceX Just Became the Biggest IPO in History. Here Is What Actually Happened

We had it coming

🛡️ National security AI

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

✍️Takeaways from our DDVC x SuperReturn Breakfast + 5 Top Tools

The most simplified breakdown of the SpaceX IPO on the internet

David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…

BREAKING: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"

Hey Siri, Tell Me a Fable (This Week in Stratechery)

145. 口述SpaceX开发史：和前高管洪力德聊，马斯克用人观、最大IPO、太空与AI、人类文明扩张前奏？

20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral

🚀 Prometheus rising

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

48: Henri Stern - Principled Enough to Be Pragmatic

Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"

OpenAI Prepares for a Price War with Anthropic

Designing the Physical World with AI

Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness

💰 Mythos-maxxing

"The CEO Must Be the Chief AI Officer"

Brutally honest guide to not losing money in the market

Anthropic's metric to watch

The Most Honest AI Analysis of the Year (and What Everyone Needs to Know)

AI, Growth, and the Future of Healthcare | Anish Acharya & Sachin Jain

LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age

Uncapped #52 | Mike Volpi from Hanabi Capital

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

🍎 Smarter Siri, sort of

Axios Pro Rata: SpaceX futures

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

AI IPOs are off to the races

The iPhone’s Last Stand (Stratechery Article 6-9-2026)

NVIDIA's CEO handed Stanford students the playbook for the next 10 years

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

144. 对阳萌的4小时访谈：消费电子死与生、第三类公司、AI变量、产品方法、打游戏的模式选择

20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

Startups Are Skipping the Old Playbook🎯, How VC Became a Fee Business💰, Software Factory Ladder Explained 🏭

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

Building Search for AI Agents with Exa CEO Will Bryk

We're all short intelligence

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

🛠️Why Every Firm Should Create a Skill Library

AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…

Anthropic Urges Its Competitors to Hit the Pause Button

What Level Is Your AI Team, Really? A 5-Level Diagnostic

AI Agents and the Fight for Customer Data

🌈 GLAAD's AI warning

He quit Wall Street to sell meat (now he makes $270M/year)

Founders Fund's New Media Play: Tech Celebrities Playing Mafia

The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella

Inside Impulse Space's Factory with Founder Tom Mueller (Full Tour)

BREAKING: Inside Impulse Space w/ Tom Mueller (FULL TOUR)

Scott Galloway: 95% of enterprise AI spend connects to no return a CFO can name

AI Eats the World? A Reality Check with Benedict Evans

Building Search for AI Agents with Exa CEO Will Bryk

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

🧯 Trump cools AI rules

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

How to Build an AI-Native Services Company

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

AI Agents and the Fight for Customer Data

OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

💥 Mega-Funds Take Over Seed, Emerging Managers Rebound, Fee vs Carry, Hermes Agent Masterclass & More

We found 7 business ideas that will blow up in 2026

The AI budget trap

Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo

BREAKING: Impulse Space Raises $500M Series D

ICYMI: "We Don't Trust Agents" - Here's How to Control Them

The Google Capital Company (Stratechery Article 6-2-2026)

I built a $0 second brain that compounds for life

The SaaS Metrics Dashboard Every Top Company Uses (Excel Sheet Included)

Steven Sinofsky on Apple at 50, Microsoft, and the Future of Computing

20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody

Edition #13: 25 New Funds, Most Active Seed Mega Platforms, Top 100 US VC Firms

Building AI Agents for Enterprise Operations

A rational conversation on where AI is actually going | Benedict Evans

The One Trait You Need to Succeed in the Next 10 Years

Slow Takeoff: 2026

Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?

Reshaping a Broken Industrial Robot Market (Physical AI + RaaS)

The insane true story behind MTV

Luceing Their Mind (This Week in Stratechery)

Why $1B Exits are Dead

20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

🔥 Budget burners

Axios Pro Rata: Groq 2.0

Anthropic Released Claude Opus 4.8 Today

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION

Google Employee Charged with Polymarket Fraud

The Six AI Trends Defining 2026

Anthropic Just Dropped Claude Opus 4.8.

Stablecoins, AI Agents, and The Future of Global Banking

143. 对何小鹏的第二次访谈：更大赌注、人形机器人Iron诞生、那场意外、技术剧变下CEO、GX和缝合怪

167: 洋葱学园杨临风：用AI制造捷径，是在杀死真学习

How To Build Superintelligence Inside Your Company

VC Fund of Funds: The Market

ICYMI: Stord Raises $250M at $3B Valuation

The SpaceX IPO and Data Centers in Space (Stratechery Article 5-27-2026)

Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Uncapped #51 | Joe Lonsdale from 8VC

142. 雨森的创投观察第2集：Harness、下一个字节、2026大机会和Stanley Druckenmiller

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

Data Insight: Coffee production has shifted toward Asia over the last six decades

McKinsey Charges $500K for This Framework. Here Is How to Wire It Into Claude for Free

How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL

How The Best Companies Defend Against Mediocrity And Rot

How This One Fund Built The Entire Venture Capital Industry

Why AI Isn’t Killing SaaS Yet

166: 许华哲再次具身创业：不想错过最大的西瓜

Finite vs Infinite Games♟️, AI Eats the World🤖, 1st $2T market cap IPO🚀

20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan

Data Insight: One in four cars sold in 2025 was electric

The White House Places New Restrictions on H1-Bs

Google just shipped the playbook for the next decade. Here are the 10 moves from I/O 2026 you cannot ignore.

AI Accenture, Not Accenture for AI

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Reiner Pope – Chip design from the bottom up

Mohnish Pabrai: How to be a top 1% investor

The Data Center Veto (This Week in Stratechery)

OpenAI Is ThisClose to Filing

How to Win in Life With an Unfair Upside

Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

Axios Pro Rata: SpaceX marks the spot

Notion’s Ivan Zhao: The Refounder

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

Data Insight: Global sales of combustion engine cars peaked in 2017

SpaceX's S-1 Shoots the Moon

How to 10x any AI skill using Karpathy's Autoresearch method

SpaceX Just Filed the Biggest IPO in History. Here Is What the Numbers Actually Say

How Superhuman Took Over Silicon Valley Email

👀 Google reinvented

💥 What Matters at Seed, Are Systems of Record Dead?, Growing AI Task Horizons & More

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Google Redefines Search Again

Your voice is the only AI moat that compounds. Here is how to clone it into Claude in a weekend

Uncapped #50 | Tobi Lütke from Shopify

⚖️ No one wins

How Gary Vee runs 7 businesses

Patent fight in VC secondaries

Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

BREAKING: Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

Zero Ads. Zero VC. $230M ARR. The Story of Magnific

“Our Goal Is to Build an Electrical Engineer.” (Davide Asnaghi, Co-Founder & CEO of Diode)

Rebuilding The American Shipyard

Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch

20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder

Vanguard

Marc Andreessen: The AI moat is not the model

Prompts Are Dead. Skills Are the New Moat.

141. Freda的投资札记第2集：Tokenmaxxing、把电机塞进蒸汽机、接力赛变篮球赛、孤独、人的连接

🔥Network Is the New Data. Most Firms Don't Know Its Worth.

AI Anxiety Has Reached Every Layer of Tech😰, AI Second Brain🧠, Climate Tech Rebounds🌱

20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Take the dive

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

Exclusive Interview: Coatue CIO on AI's Biggest Winners

EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts

Shifting Alliances in a Changing World (This Week in Stratechery)

What Makes a Business Unbreakable When Software Costs Nothing to Build

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

Ben Horowitz - "Your ONLY job is Right Product, Right Time"

164: 当AI“杀死”SaaS，与明略吴明辉聊多Agent网络、软件业转型和 AI 新组织

Alexandr Wang on Meta's Muse Spark & Assured Robot Intelligence

Energy, Minerals, and the Physical Stack Behind AI

Suno's Mikey Shulman: Everyone Can Make Music Now

Charles & Chase Koch on How They Quietly Built a $150B Empire

Peggy Johnson (Agility Robotics) — Abundance360 with Peter Diamandis

Scale AI's Jason Droege Pushes a "Reliability" Reality

SpaceX's IPO wild card

Amazon’s Durability (Stratechery Article 5-5-2026)

Investing Like A Mystic: How Cyan Banister Finds Outliers (Co-Founder of Long Journey Ventures)

How to replace DocuSign in 30 minutes for $5 a month ✍️

🔥World's Hottest Startups in May 2026

The Claude Code system that replaces a 5-person team

20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Jai Malik (Amca) — $300M Series B for AI Aerospace and Defense Manufacturing

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

Edition #12: 23 New Funds, Consensus Capital Age, Best Seed Picking VCs

Figure’s Humanoid Factory Tour – CEO Brett Adcock

Long-term, Peripheral & Myopic Visions (This Week in Stratechery)

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

The Free AI Growth Kit That Founders Are Sharing Like Crazy Right Now

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

Voice AI Investment Surges as Enterprise Applications Gain Traction

Brett Adcock, CEO of Figure

BREAKING: Brett Adcock, CEO of Figure

Workday’s Last Workday? AI and the Future of Enterprise Software

163: 详解DeepSeekV4：Infra巨鲸、百万上下文走进现实、极致效率优化

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

Reiner Pope – The math behind how LLMs are trained and served

This Opportunity Is Hidden In Plain Sight

SaaStr 852: The Agents #003, Our Agent Now Runs Campaigns on Weekends, Plus Why We Pay More for Salesforce Than Ever Before

The Shift in Global Drug Development

Uncapped #48 | Tarek Mansour from Kalshi

🤝 OpenAmazon

45: Nicholas Thompson - A Life of Long Form

OpenAI and Microsoft Make Nice

What comes after smartphones, with Snap CEO Evan Spiegel

Venture debt hits decade high

43 backlinks every founder should chase before AI Overviews eat their traffic

The Only Startup Growth Guide You’ll Need in 2026

🔥How to Predict Startup Success With Alternative Data

Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel

162: 批量生素材、模型筛网红，与飞书深诺Meetsocial沈晨岗聊AI时代的出海营销

20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

This guy built a $1B+ brand in 3 years. The product? You'd never guess

AI Inside the Enterprise

📲 Apple's next act

The economics and trends of the restaurant industry, with Tony Xu of DoorDash

💥30 MCPs to Make Claude 100x More Powerful, Unicorn University Rankings, Why Seed Investing Is Broken & More

Tim Cook’s Impeccable Timing (Stratechery Article 4-21-2026)

Mistral raised €105M at seed with 6 employees, 4 weeks in, and no customers. Here is the memo that did it

Marc Andreessen: Monitoring the Situation and the Future of Media

20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

44: Jared Weinstein - Within Earshot, Out of Camera Shot

Frontier labs come for biology

General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja

BREAKING: General Catalyst's First-Ever Quarterly Review

The 20-Agent Machine That’s Minting Millionaires

Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)

The AI agent that thinks like Jensen Huang, Elon Musk, and Dario Amodei

Free AI GTM System🛠️, Claude Opus 4.7🤖, The Brand Playbook🎨

Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund

I Only Care About Terminal Value

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

Scaling Global Organizations in the Age of AI with ServiceNow CEO Bill McDermott

BREAKING: The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard

Servers, Satellites, and Stars (This Week in Stratechery)

How SAFEs Became Silicon Valley’s Default Contract

From Models to Mobility: Building Waymo with Dmitri Dolgov

160: 群核IPO后与黄晓煌聊这15年：被嫌弃的GPU、冠军酷家乐、空间智能、六小龙

20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

Axios Pro Rata: Trust bust

The GPT Moment for Robotics Is Here

Anthropic Is Playing Hard to Get with Investors

Claude OPUS 4.7 is here. Here is what actually changed

How to Actually Move to San Francisco and Build a Startup: The Complete Founder Guide

Uncapped #47 | Max Mullen from Instacart

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt

Some OpenAI Investors Are Nervous about the Company's Direction

20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Axios Pro Rata: Apple AI

The world of voice AI, with Mati Staniszewski of ElevenLabs

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

Steph Smith: “This opportunity is totally overlooked”

Max Levchin: The Interview

NEW: Max Levchin, Affirm

Anthropic Is Talking to the Trump Administration Again

How a 20-Person Startup Won Gold at the Math Olympiad—Tying With OpenAI & DeepMind (Tudor Achim, CEO of Harmonic)

Taste Is the New Moat and Design Decides Which Startups Survive

From SEO to Agent-Led Growth: Profound’s James Cadwallader

136. 全球大模型季报第9集：和广密聊，Coding是AGI第二幕、硅谷御三家真相、模型正成为新一代OS

Ferrari

Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”

Mythos, Muse, and the Opportunity Cost of Compute (Stratechery Article 4-13-2026)

The GTM System Most Founders Build Too Late

🔥"Who Else Is Investing" Isn't Lazy, But Actually Smart

Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)

The complete guide to AI coding in 2026

20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina

Data Insight: Many countries are “leapfrogging” landlines and going straight to mobile phones

Don't ask the group chat for permission

💡 Big AI ideas

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Rapid Improvements in Foundation Models Surprise Even the Optimists

Software's new model

Myth and Mythos (This Week in Stratechery)

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

Jensen Huang: 10 Lessons From the CEO Building the Most Important Company in History

What Running Windows at Microsoft Taught Steven Sinofsky About Apple

💰 OpenAI's $100B

#495 – Vikings, Ragnar, Berserkers, Valhalla & the Warriors of the Viking Age

Ex-Tesla President: The Unconventional Ideas Behind Tesla's Hypergrowth

BREAKING: 1st Look Inside Applied Intuition's $15B Physical AI Garage

Anthropic just solved the hardest part of building AI agents

Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate

Rethinking Git for the Age of Coding Agents with GitHub Cofounder Scott Chacon

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

😮 Super bot hacker

💥University Ranking by Exit Values, How to Build a Personal Knowledge Hub, Auto-Discovery of What to Automate & More

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

How Should Emerging Managers Approach Marketing?

Nobody Trusts AI Products Now. Here's Why.

The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie

🤝 The buddy system

The history and future of AI at Google, with Sundar Pichai

43: Mario Gabriele - Reality is Story-Shaped

We asked a $15B Investor how to survive the AI bubble

Reading Altman's fine print

Inside the AI Garage Powering the Real World

Anthropic Just Passed OpenAI in Revenue. Spending 4x Less

30% Of Network Engineers Are Retiring. What Happens Next? (Anil Varanasi, Co-Founder & CEO of Meter)

Balaji on Why AI Raises the Cost of Verification

159: 马斯克Terafab太空算力、英伟达重拾CPU，与Fusion Fund张璐聊AI算力新趋势

🦞 OpenClaw clampdown

Import AI 452: Scaling laws for cyberwar; rising tides of AI automation; and a puzzle over gDP forecasting

Applied Intuition: The $15B Physical AI Company Out of Stealth

BREAKING: Applied Intuition - $15B Physical AI Co. Out Of Stealth

A YC Startup Just Beat Claude Code, Cursor, and Gemini at Code Review

158: V4发布前的DeepSeek：人才竞争、组织特点和独特的AGI目标

🔥World's Hottest Startups in April 2026

OpenAI’s Next Image Model Just Leaked. The Examples Are Insane.

What Is Your Startup Actually Worth? 🔢, AI Shifts Value Capture 🤖, How to get cited by LLMs🔎

20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum

Anthropic Just Shipped the Feature That Kills Microsoft Copilot

There will only be four jobs

🧪 California tests AI rules

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

Apple, Acceleration, and AI (This Week in Stratechery)

OpenAI and Anthropic Make Two Very Different Acquisitions

Marc Andreessen on AI Winters and Agent Breakthroughs

⏱️ Ticking token clock

Jack Dorsey: Every Company Can Now Be a Mini-AGI

Alex Blania on Proof of Human and Building World's Identity Network

How AI Is Reshaping IT Services from the Inside

💧 Lots of leaks

💥How to Become a VC Partner, Importance of Sourcing vs Picking, Firm vs Fund Focus & More

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

SaaStr 848: How AI Is Rewiring Sales: Quota, Retention & What's Actually Working with SaaStr, Salesforce and Mangomint

Miles Arnone (Re:Build Manufacturing) — Made in America

How Roblox Built a Digital Economy Beneath the Games

Wall Street Spends $20 Billion a Year on AI Trading Tech. Here’s How to Get 80% of It for $50/Month.

What Happens When a Public Company Goes All In on AI

Uncapped #46 | Brad Lightcap from OpenAI

🎭 The ensemble play

Compliance at scale and why TAM is a distraction, with Christina Cacioppo of Vanta

This Startup Secretly Detects Fraud For Fortune 500s

US carmarkers' futures ride on AI

Apple’s 50 Years of Integration (Stratechery Article 3-31-2026)

BREAKING: Anthropic just leaked Claude Code’s entire source code

You just got access to The AI Corner

What Is Your Startup Actually Worth? Most Founders Find Out Too Late

How Radiant and Heron Are Rethinking Power Generation and Delivery

156: OpenCalw、OpenAI vs Anthropic 的三重对阵、自进化丨 AI 季报 26Q1

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

✖️ Anti-Elon

AI Is Moving from Assistants to Agents

Oz Pearlman: How To "Read" Minds, Influence Anyone, and Never Fear Rejection

BREAKING: Inside VCX — The Public Venture Capital Fund

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

We Need Your Help

“Claude Mythos”🧠, SaaS Funeral💀, From Execution to Judgment🎯

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

⚡️ AI rift widens

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

The Skill That Made Steve Jobs Exceptional (and how to learn it)

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

Prediction markets: A regulatory gamble

Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office

So Long to Sora (This Week in Stratechery)

ChatGPT Loses Its Apple Exclusive

The SpaceX and Tesla Playbook for Hard Tech Startups

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)

⚔️ Silicon Valley's D.C. friction

Axios Pro Rata: GLP-1 unicorn

AI Is Hitting a New Inflection Point

Oura’s Tom Hale: What People Don’t Tell You About Being CEO

Meta and YouTube Lose a Landmark Case

The Satya Nadella Playbook

👋 Sora sunsets

Best of MFM: Listen To This Before You Invest Another Dollar

SaaStr 847: How MangoMint Increased Win Rates with an AI-Powered Stack

Uncapped #45 | Ron Conway from SV Angel

Uncapped #45 | Ron Conway from SV Angel

🩻 AI's accuracy gap

Axios Pro Rata: Beauty Behemoth

The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

The Trials of Satya Nadella

High Profile Startup Delve Faces Fraud Accusations

20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

🏇 New AI race

🔥 The Impact of Iran War on Private and Public Valuations - Here's the State of the Market in March 2026

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

The art of influence: The single most important skill that AI can’t replace | Jessica Fain (Webflow, ex-Slack)

155: 贾鹏创立至简后的首次访谈：从英伟达到理想，具身智能的六边形战士

20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

Data Insight: Until fifty years ago, Argentina was richer than Spain

🚧 White House AI plan

Axios Pro Rata: Bezos bucks

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization

BREAKING: Reddit CEO Steve Huffman | Why Reddit Is Winning the AI Era

Please Listen to My Podcast (This Week in Stratechery)

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

⚡️ Nvidia vs. physics

We Ran the Benchmarks and Migrated to Harmonic

This guy cured his dog’s cancer with ChatGPT + 4 other crazy AI stories

Microsoft to Amazon and OpenAI: "J'Accuse!"

Travis Kalanick: 10 Lessons on Stealth Building, Physical AI, and His New $70B Bet

🎬 Hollywood tests AI

SaaStr 846: 10 Things to Know Before You Deploy Your First AI SDR with SaaStr's CEO and CAIO

Kalshi Faces Another State Lawsuit

what'syour SaaS company Worth in 2026?

Travis Kalanick & Michael Dell Live from Austin, Texas

🏀 Bots pick brackets

Axios Pro Rata: PE + AI

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

💡Where LPs Invest, How VCs Generate Alpha, Hyped Funding Rounds and Success, Concentration in Private Markets & More

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

DHH: $100M+ Advice That'll Piss Off Every Business Guru

Data Insight: Argentina was one of the richest countries in the world at the beginning of the 20th century

BREAKING: Deel Hits $1.4B+ ARR | CEO Alex Bouaziz

Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

😱 Selling AI fear

Will AI lead to mass unemployment?

Agents Over Bubbles (Stratechery Article 3-16-2026)

133. 对谢赛宁的7小时马拉松访谈：世界模型、逃出硅谷、AMI Labs、两次拒绝Ilya、杨立昆、李飞飞和42

ChatGPT – The Super Assistant Era | BG2 Guest Interview

RJ Scaringe (Mind Robotics) — "We're Doing Robots All Wrong"

20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna

Independent Study: Body Futurism by Toby Shorin (Essay)

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

This guy names billion dollar brands for a living, here’s his exact 3-step formula.

Inside a16z’s Growth Bets on Waymo, ElevenLabs, Coinbase, Robinhood, Stripe, Revolut & Kalshi

Jagdeep Singh (Rhoda AI) — 10 Hours, Not 10,000: $450M to Train Robots on YouTube

Jagdeep Singh (Rhoda AI) — Building and Exiting Multiple Companies

145: Dialogue with Sun Kuan: The Birth of the First "Consumer-Grade Exoskeleton"

The Hidden Pattern Behind Every Great Stock | Henry Ellenbogen Interview

Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

125. Chatting with Freda, Partner at Altimeter: Betting on OpenAI, Robinhood's Past, American Capital's Bad Boys, Calculations and Bubbles

The “Factory Thinking” Mindset Transforming Companies | a16z 2026 Big Ideas

10 Years of Acquired (with Michael Lewis)

Sam Altman Is NO Steve Jobs: Why He FAILED to Sell AI on Jimmy Fallon

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens

Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes

124. Year-End Review [Standing Outside 2025] Chatting with Dai Yusheng about 2026 Expectations, The Year of R, Callbacks, How We Place Our Bets

Will AI be bigger than the internet?

Inside Sam Altman's Secret Nuclear Fusion Lab

Paramount vs Netflix: Who Really Wins Warner Bros And What's Next?

OpenAI Code Red: The Drama Before the Next Big Drop

No Priors Ep. 143 | With ElevenLabs Co-Founder Mati Staniszewski

CEOs Grovel to Trump — And It’s Working | Pivot

Interview with ONE2X Founder Wang Guan: Generative Systems, Eliminating Intermediaries' Profit Margins, Power Distribution on the Platform

Airwallex Raises $330M and The Battle with Keith Rabois & Netflix Acquires Warner Brothers

From "Large and Strong" to "Small and Strong": Density Laws, RL Scaling Laws, and the Distributed Future of Intelligence

fal team on Why Generative Video Will Transform Everything from Education to Entertainment

Why Being a Generalist VC Is a Competitive Advantage | Aydin Senkut (Founder, Felicis Ventures)

The AI Chip Wars Explained | Gavin Baker Interview

Paramount Goes Hostile: Inside the Battle for Warner Bros. | Pivot

The Third Serialization of Zhu Xiaohu's Realistic Story: The Feast and Bubble of Artificial Intelligence

Kalshi CEO Tarek Mansour on the Polymarket Rivalry & the Future of Prediction Markets

Building The Chip That Could Unlock AGI | Naveen Rao

Passive Income Expert: How To Make $10k Per Month In 90 Days!

OF COURSE, Trump’s AI Czar David Sacks has ALSO Invested in AI

My Conversation With James Dyson, Founder of Dyson

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra

Inside General Catalyst’s $1.5B AI Roll-Up Machine

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Inside the Sex Cult That Fooled Silicon Valley

Thrive & OpenAI Partnership, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan

Why AI is eliminating traditional product management | Tomer Cohen (LinkedIn CPO)

Why AI Moats Still Matter (And How They've Changed)

Joe Rogan Experience #2422 - Jensen Huang

Founder Habits You Need To Drop To Be A Great CEO

Anduril & Founders Fund’s Trae Stephens on Choosing Good Quests in the Age of AI | Ep. 35

Joey Krug on Prediction Markets, Crypto Treasuries & the Next Era of On-Chain Finance

Reid Hoffman on Epstein, Elon Musk, and why AI is NOT a Bubble

Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

Turing CEO, Jonathan Siddharth: Who Wins in Data Labelling & Why SaaS Will Die?

Why AI won’t replace salespeople (but will change everything) | Vercel’s COO

Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

OpenAI vs Google vs Meta: Business Model War

NVIDIA’s Core Business Threatened by TPUs, Sam Altman’s ‘War Mode’ & Sierra’s $100M ARR

The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm

$10M Business ideas w/ The Most Interesting Guy In Tech

1,000x Angel Investor: “Stay Home!” How Non-US Founders Win in AI | Fabrice Grinda

How We Use 20+ AI Agents for Marketing & Go-to-Market with SaaStr's CEO and Chief AI Officer

Julia DeWahl of Antares on building nuclear reactors for the US military

Inside General Atlantic: How a $100B Growth Equity Firm Invests

Base44’s Founder, Maor Shlomo: How Vibe Coding Will Kill SaaS & Why Vibe Coding Has No Defensibility

Coca-Cola: How a sugar water formula came to represent America, Happiness, and... Christmas

$1B founder explains how to come up with a great startup idea

Mental models for building products people love ft. Stewart Butterfield

Intuit CEO Sasan Goodarzi’s Grown-Up CEO Playbook

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Founders Who Understand This AI Shift Will Own the Next Decade...

Robinhood’s Vlad Tenev on AI, Prediction Markets, and the Future of Trading

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