Mar 2023
- The unbundling of the pizza franchise (Slice Pizza) — Dave Yuan
- The defining decade of vertical SaaS — Redpoint Ventures
- Unlocking the next wave of lending innovation — Alex Johnson
- What is ChatGPT and why does it work? — Stephen Wolfram
- How one guy’s car blog became a $1 billion marketplace — Ben Cohen
- Banking in very uncertain times — Patrick McKenzie
- As a human I’m excited about generative AI. As an investor, I’m still wrestling with a few questions — Hunter Walk
- The road to ChatGPT - an informal explainer on how it was built — Rama Ramakrishnan
- The give-to-get model for AI startups — David Sacks
Feb 2023
- The opportunity at the intersection of healthcare and fintech — a16z
- How the Gas app made it to the top of the App Store — Chris Woods
- Thoughts on how to disrupt Google Search — Talia Goldberg
- Five unexpected takeaways about vertical SaaS — Anna Khan
- Startups and defensibility — Elad Gil
- Interchange is a burning platform — Matrix Partners
- More vertical fintech, please — Richard Kerby
Jan 2023
- How to sell your company - tweet thread
- How early-stage startup valuations actually work (from the perspective of VCs) — tweet thread
- How do do customer reference calls as an early-stage VC — tweet thread
- Deep dive into structured and dirty term sheets - Janelle Teng
- 5 failure points between $5M and $100M ARR - Tracy Young
- AI and the big five — Ben Thompson
- On the road to recap — Bill Gurley
- Enterprise software is dead, long live enterprise software (overview of opportunities in enterprise software) — Rex Woodbury
- Deep dive on auto lending — Alex Johnson
- Deep dive on trucking — Richard Kong
- Making money from open source — Amanda Robson
- Tiktok may be a Chinese superweapon — Gurwinder
- Ideas for AI in sales software — Sara Du
Dec 2022
- Selling to SMBs - a16z
- Niche is the next big thing - Rick Zullo
- Venture Capital’s reckoning looms closer - Financial Times
- Hard won startup lessons - tweet thread
- Product Led Growth’s failure - Evan Armstrong
- SaaS benchmark calculator (2022) - Openview
- Venture valuation benchmarks by stage (updated with r-t data as at Q4 2022) - Cooley
- An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI - Ben Thompson