Mar 2023
- The unbundling of the pizza franchise (Slice Pizza) β Dave Yuan
- The defining decade of vertical SaaS β Redpoint Ventures
- Unlocking the next wave of lending innovation β Alex Johnson
- What is ChatGPT and why does it work? β Stephen Wolfram
- How one guyβs car blog became a $1 billion marketplace β Ben Cohen
- Banking in very uncertain times β Patrick McKenzie
- As a human Iβm excited about generative AI. As an investor, Iβm still wrestling with a few questions β Hunter Walk
- The road to ChatGPT - an informal explainer on how it was built β Rama Ramakrishnan
- The give-to-get model for AI startups β David Sacks
Feb 2023
- The opportunity at the intersection of healthcare and fintech β a16z
- How the Gas app made it to the top of the App Store β Chris Woods
- Thoughts on how to disrupt Google Search β Talia Goldberg
- Five unexpected takeaways about vertical SaaS β Anna Khan
- Startups and defensibility β Elad Gil
- Interchange is a burning platform β Matrix Partners
- More vertical fintech, please β Richard Kerby
Jan 2023
- How to sell your company - tweet thread
- How early-stage startup valuations actually work (from the perspective of VCs) β tweet thread
- How do do customer reference calls as an early-stage VC β 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 β Ben Thompson
- On the road to recap β Bill Gurley
- Enterprise software is dead, long live enterprise software (overview of opportunities in enterprise software) β Rex Woodbury
- Deep dive on auto lending β Alex Johnson
- Deep dive on trucking β Richard Kong
- Making money from open source β Amanda Robson
- Tiktok may be a Chinese superweapon β Gurwinder
- Ideas for AI in sales software β Sara Du
Dec 2022
- Selling to SMBs - a16z
- Niche is the next big thing - Rick Zullo
- Venture Capitalβs reckoning looms closer - Financial Times
- Hard won startup lessons - tweet thread
- Product Led Growthβs 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