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EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures
Sources: After split with Ashton Kutcher, Guy Oseary’s firm is raising $300 million
 • Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit
Leaders from Brex, Synctera, Natural, and more are joining us in San Francisco on Sept. 29
 • Madeline Renbarger
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.
Plus, AI execs at the G20 summit & questions about the OpenAI/Hugging Face after-action report.
 • Jonathan Weber, Madeline Renbarger, Tom Dotan, and Cain Hillier
India Quotient Shows How the VC Power Law Can Make or Break a Fund
The firm had a homerun with ShareChat. It may not be enough.
 • M. Sriram
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.
Our guide to the up-and-coming names in AI shopping and payments infrastructure
 • Madeline Renbarger
Nvidia Is Carrying the AI Economy. Is That a Problem?
Plus, an urgent call for collective action on AI threats & Salesforce leads a SaaS comeback
 • Jonathan Weber, Tom Dotan, and Madeline Renbarger
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures
Town, the buzzy enterprise personal agent, is raising at $1 billion, sources tell us
 • Madeline Renbarger and Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs
Cursor & OpenRouter vindicate a specialized team approach to venture investing. Just don’t say roll-up.
 • Tom Dotan
Two Huge Exits Show the Power of a16z’s Megafund Model
Plus, the latest on OpenAI & Anthropic financials & the data center backlash builds.
 • Madeline Renbarger, Tom Dotan, and Jonathan Weber
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation
We’ve got the letter to investors.
 • Eric Newcomer and Tom Dotan
The Story of a Cap Table: OpenRouter
A16z won big, while Menlo Ventures and CapitalG also scored strong returns
 • Madeline Renbarger
Is AINS the Next SaaS?
Roll-ups vs. AI-Native Services. Here’s the download on why some VCs are betting that startups will build AI-native law firms & insurance companies.
 • Eric Newcomer
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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Recommendations
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Sources
Sources
Alex Heath
The Leverage
The Leverage
Evan Armstrong
Upstarts Media
Upstarts Media
Alex Konrad
Clouded Judgement
Clouded Judgement
Jamin Ball
Internal Tech Emails
Internal Tech Emails
Internal Tech Emails

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