Leadership & Management

The case for building, not buying CEOs

#502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung

Databricks’ Ali Ghodsi Never Wanted to Be CEO. Now He’s Among the Best

Brad Gerstner: The $100 Test That Could Save 50,000 Lives a Year

3 SpaceXAI Engineers Started a Company With No Idea. Nine Hours Later It Existed. Here’s the Manual.

❌ Just say no

Independent Study: Personal Renewal by John W. Gardner (Speech)

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

💭 AI in Dreamland

20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

✋ Slowing it down

David Rubenstein: We took $5M and turned it into $500B

Inside Bending Spoons: Buying Airtable, AOL, Vimeo & Now Miro

BREAKING: Inside Bending Spoons ($BSP)

The AI CEOs Asked for a Brake. Trump Said No. Here Is How to Plan Anyway.

🔥The Win Game: What Happens After Everyone Has Seen the Deal?

Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast

⚠️ AI alarm bells

AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

Duo Threats (This Week in Stratechery)

Travis Kalanick Says Excellence Is the Capacity to Take Pain. Here Are His 10 Rules for Building Through It.

Automattic's Board Kicks Matt Mullenweg to the Curb

Decoding Tony Hawk’s mindset in 72 minutes

Axios Pro Rata: Pay-to-play

Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]

How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)

Write Things Down (Stratechery Article 9-8-2026)

Import AI 472: DeepMind's cheating math agents; populist AI policies; and Forethought theorizes a nightwatchman

The Man Who Taught 8 Million People AI Just Said AI Is Terrible for Learning

Why companies are becoming a series of loops | Anish Acharya (a16z)

Paul Graham On Startups, Ambition, and Great Founders

Axios Pro Rata: Controlling Anthropic

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.

Redefining Chip Architecture with Arm CEO Rene Haas

7 things MrBeast, Bezos & Thiel do that you don’t

🍎 Tim Apple's last day

Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]

Edition #16: 32 New Funds, Who Backed Top 25 AI Startups, State of Pre-Seed Q2 2026

Uncapped #56 | Brian Singerman from GPx

Axios Pro Rata: California clanger

Garry Tan Runs YC at 400x His 2013 Output. His AGI Is a Folder of Markdown Files

🔥Who Should Own the Tech Stack: Investors vs Engineers

AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)

👀 Europe's AI gamble

Susan Kare: Designing Icons & Graphics For the Original Mac

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

💡 Bill Gates' warning

#501 – DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux

How a $5B founder is using AI (3 tutorials)

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Hassabis Bet His Job on AGI by 2030. Here Is What He Knows.

Best-performing investors to target as a founder: not just the famous names

How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Most Founders Hire Their First Engineer Too Early, Too Fast and for the Wrong Reasons

Nikesh Arora, CEO Palo Alto Networks ($PANW)

OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber

40 Years, 3 Genres, Zero Musical Ability: The Rick Rubin Method

🔥How to Build an AI Harness for Your Investment Firm, One Workflow at a Time

The great OpenAI exec exodus

How AppLovin Built a $100B Ad Machine

Ben Horowitz and Travis Kalanick on Building Again

20VC: Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab

Saplings: Unstable Ground

💼 C-suite AI use

#500 – Khabib Nurmagomedov: Dagestan, MMA, UFC, Islam, Conor, Fedor & Football

Peter Steinberger: "Fun Is Velocity"

The CISO Playbook for AI Agents | Datadog

54: Ian Rogers: Never a Spectator

Max Hodak: How Startups Build Speed

The Face Behind Anthropic’s Success

How Kavak Rebuilt Itself Around AI Agents | Alejandro Maza Ayala

The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor

The Endgame Of Vertical Integration🤖, VC Fund Performance💰, The Frontier AI Price Wars Continue💸

20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough

Garry Tan: Own Your Intelligence

PE Firms Pay McKinsey $500K for This. Run It on Yourself in 10 Days

📚 College AI use

Waymo Co-CEO Dmitri Dolgov: "Move Fast And Ship Safely"

Patrick Collison: "What If You Succeed?"

Jensen Huang Bet Wrong, Told the Truth, and Built a $5 Trillion Company

This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)

Edition #15: H1 2026 State of Fundraising, GPs Backing GPs Map, Our Private Villa Event in SF

176: 姚顺雨，来到腾讯300天

Every Tech Company Is Falling Into A Layoff Trap

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

#499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

Jensen Huang: The Mindset That Built NVIDIA

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

The Philosopher CEO | Clay Co-Founder Kareem Amin

Axios Pro Rata: VCs add CAIOs

David Friedberg on the Economic Crisis Nobody Wants to Fix

BREAKING: David Friedberg on America vs Socialism

I spent 24hrs with a blue collar millionaire

How to Give Top-Tier Demos Like a Pro

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

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

Back in the saddle

Ray Dalio: The principles that made me a billionaire

Amjad Masad on Going Direct, Building Replit, and the Future of Software

✍️Top 10 Takeaways from the Data Driven VC Landscape 2026

The Board Meeting Operating System

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

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

🔭 Demis AI watch

51: Nan Ransohoff - Power Laws for Philanthropy

John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

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

How tech workers actually feel about AI in 2026 | Annual AI sentiment survey (Noam Segal)

ICYMI: Figma, OpenAI, Boston Dynamics, MIT

Apple Alleges OpenAI Stole iPhone Secrets

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

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

Adam Mosseri: AI is a tailwind for authenticity

The Memo - Special edition - AI-2040.com - 9/Jul/2026

Kalshi’s Tarek Mansour vs. the Federal Government

The AI Job Apocalypse Is a Complete Misread

Adam Neumann: This Is How You Build Iconic Companies

Axios Pro Rata: M❌A

5 ruthless business lessons from one week in NYC

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

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

How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor

Dylan Field on the “Permanent Underclass of Zero Taste”

Outsmarting Uber: Why Bolt Wins in Europe

Elon Musk's 2007 Interview Predicted the Next 18 Years

Rick Rubin on AI, Creativity, and The Way of Code

#498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

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

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

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

The Software Handoff

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

Brian Armstrong: “Capitalism Lifts Everyone Up”

The Salary That Disappeared: 6 Roles That Paid $120K–$200K in 2024 That AI Owns Completely Now

💡 Army of agents

Saplings: Outsiders

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

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

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

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

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

VC Horror Stories: The Week Founders Stopped Pretending

Building the most AI-pilled engineering team in the world | Fiona Fung (Manager of the Claude Code and Cowork Teams)

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

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

The New Rules of Media | Marc Andreessen & Ben Horowitz

Dario Amodei's full picture: 10 takeaways that matter

Chart of the Day

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

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

How the Ex-Goldman CEO actually invests his own money

Jack Altman on Product-Market Fit

We had it coming

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？

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

The one-person company stopped being a meme. This is the operating system that runs it

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

"The CEO Must Be the Chief AI Officer"

Brutally honest guide to not losing money in the market

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

Axios Pro Rata: SpaceX futures

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

Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth

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

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell

20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora

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

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

A Founder's Guide to Building and Managing a Board That Works

Alex Imas and Phil Trammell – What remains scarce after AGI?

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

Saplings: The Childhoods of Exceptional Entrepreneurs

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

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

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

Dario Amodei named "the zeroth world." You probably live in it.

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

Slow Takeoff: 2026

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

47: Paul Scherer - A Friend That Brings Us Closer

The 50 richest families in America are betting on this trend

Sam Altman watched 900 million people talk to one personality every week

How The Best Companies Defend Against Mediocrity And Rot

How This One Fund Built The Entire Venture Capital Industry

The AI paradox: More automation, more humans, more work | Dan Shipper

Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Pa…

How to Win in Life With an Unfair Upside

Notion’s Ivan Zhao: The Refounder

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

Marc Andreessen on AI, California, and the Future of America | Joe Rogan

Uncapped #50 | Tobi Lütke from Shopify

⚖️ No one wins

How Gary Vee runs 7 businesses

😠 Chorus of boos

The Plan to Make American Crime Obsolete

Vitalik Buterin on Human Agency in the AI Era

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

Paul Graham: Should you move to Silicon Valley?

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

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

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

🎓 Go to college

Don't wait for the AI shock

Sam Altman's 10 Rules for the AI Era

OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck

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

Axios Pro Rata: Sam at stake

45: Nicholas Thompson - A Life of Long Form

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Ben Horowitz on Venture Capital and AI

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

AI Inside the Enterprise

📲 Apple's next act

👀 Axios Pro Rata: Warsh Watch

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

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

🤖 AI runs CEO

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

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

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

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

Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

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

Does Education Matter in the Age of AI? MIT President Sally Kornbluth

#1 Habit Expert: Here's how you become dramatically better

Technology, Culture, and the Next AI Interface with signüll

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

SaaStr 850: The Agents, Episode 1: Who Maintains All This?

🎓 $10K AI college

At Shield AI, a Young Product Guru Fights for God & Country

NEW: Max Levchin, Affirm

Taste Is the New Moat and Design Decides Which Startups Survive

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

Building Agents at Home: Parenting, Work, and Benevolent Neglect

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

Don't ask the group chat for permission

What Running Windows at Microsoft Taught Steven Sinofsky About Apple

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

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

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

43: Mario Gabriele - Reality is Story-Shaped

Michael Nielsen – How science actually progresses

Balaji on Why AI Raises the Cost of Verification

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

You're invited: My first VC/LP mixer in SF

There will only be four jobs

The Story Behind Every Great Startup Is the Most Overlooked Skill

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

OpenAI’s Cap Table Just Leaked. Here’s What’s Actually Inside.

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

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

42: Celine Nguyen - Nurturing Your Mind in Public

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

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

⚡️ AI rift widens

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

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

The SpaceX and Tesla Playbook for Hard Tech Startups

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

The Satya Nadella Playbook

Uncapped #45 | Ron Conway from SV Angel

Uncapped #45 | Ron Conway from SV Angel

The Trials of Satya Nadella

How Matt Mahan Thinks He Can Save California

41: Henrik Karlsson: Strolling Through Life's Labrynths

#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)

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

You’re Not a Fraud. You’re Undervalued: Why Reverse Imposter Syndrome Hits Founders Hard

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

John Fetterman: The Rogue Democrat Who Broke Party Ranks

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

Building AI Systems That Scale | Office Hours w/ Calvin French-Owen

Harvard’s Behaviour Expert: The Psychology Of Why People Don't Like You!

Why humans are AGI's biggest bottleneck (and what's coming in 2026) | Alexander Embiricos

Scaling AI Rocketships: ElevenLabs’ Mati Staniszewski & Lovable’s Anton Osika

Everyone Needs an Assistant. Here’s Why.

My Conversation With James Dyson, Founder of Dyson

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

Inside the Sex Cult That Fooled Silicon Valley

The Science of Making & Breaking Habits | Huberman Lab Essentials

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

Joe Rogan Experience #2422 - Jensen Huang

Founder Habits You Need To Drop To Be A Great CEO

What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund

AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! - Tristan Harris

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

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

Mental models for building products people love ft. Stewart Butterfield

Intuit CEO Sasan Goodarzi’s Grown-Up CEO Playbook

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism

120. Xpeng's Newly Appointed Liu Xianming's First Interview: Language is Poison, Remove the L, Simplicity is Beauty, Leadership Change, Xpeng's AI Transformation

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering

Every Business I Tried Before Making My First Million

The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li

How Alex Hormozi Gets Other People To Build His $100M+ Empire

Satya Nadella – How Microsoft is preparing for AGI

How Great Founders Tell Their Story

The Playbook: Go from $0 to $400M (Brett Kelly, KPG:ASX)

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

I Own 38 Businesses. Here's What Actually Makes Money.

No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy

Sales Leadership in the AI Age - Office Hours w/ Chris Klayko

Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets

Reid Hoffman on AI, Consciousness, and the Future of Labor

Kelly Partners Group Holdings | FY2025 Full Year Results Presentation

Kelly Partners Group Stock Explained w/ Brett Kelly