SaaSletter

"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)

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.

How Wall Street uses AI from trading floors to the C-suite.

Welcome to The Transaction. The #1 Go-To-Market podcast on the planet. Hosted by Craig Rosenberg and Matt Amundson.

Leadership and operating philosophy for investors and investor-backed executives. Written by a private equity operating partner.

We deliver clear, concise, and in-depth analysis of the rapidly evolving cybersecurity landscape—built for cyber leaders, operators, and investors.

musings on software and AI

The week in markets, told through the charts that actually matter. From Sean Emory, CIO of Avory & Co.

Musings on the economics of technology, entrepreneurship, and venture capital

The Diligence Stack is the publishing platform for Creative Strategies, an independent research firm. We connect semiconductors, infrastructure, platforms, software, and adoption to explain how technical change reshapes markets and business models.

Finance and operational insights for CFOs and other leaders at technology companies.

The newsletter on Vertical Software & AI. In your email inbox once a week. VerticalSaaSGroup.com

Sharing learnings about great businesses.

Quantitative analysis of AI infrastructure—for the founders and operators building it and the investors funding it.

AI & Startup strategy for founders/operators

A newsletter for current and aspiring CFOs. SaaS Metrics, Go to Market Strategy, and Capital Market insights (you can actually understand).

Sign up to The Bi-Weekly Bloom, a curated newsletter covering the best content on enterprise software investing & company building.

The best starting point for understanding any private tech company. Powered by Contrary.

Analysing the most interesting developments in AI.

Revenue architecture for AI-native GTM: the stacks, the decisions and the tools, from the operators who ran them.

Data and analysis on Vertical AI, weekly. Written by the investment team at Euclid — a VC backing Vertical AI founders from inception.

The latest themes, trends, and news in the world of intelligent applications

A collection of essays on investing, tech, tech investing and other extraneous topics

Investment research on the structural break generative AI is creating across public and private markets. For allocators, investors, and operators.

all that is happening in the alternative data industry

AI analysis worth reading

SaaS, Tech, VC

Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.

We provide fully non-dilutive growth loans to B2B software companies with $2M+ revenue to help them expand their footprint and preserve their equity. This is where you can find our thoughts on tech capital markets, along with what we've got going on.

Ed Sim's (@boldstartvc) weekly readings and notes on building and investing in our autonomous future - AI infra, enterprise tech, physical AI, and scaling startups

Essays by startup engineering executive Karim Fanous on AI, software development, agent security, engineering leadership, and the changing economics of building software.

Trying to understand the implications of AI for work, education, and life. By Prof. Ethan Mollick

Deep dives on cloud infrastructure software explored trough the lens of an industry insider.

The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.

AI + Markets

Emergence Capital's monthly newsletter surfaces the most relevant news, thoughts, trends, and jobs in B2B SaaS.

Pivotal is a newsletter of long-form essays about data, finance, AI, and startups. Its themes include the economics of technology; the ubiquity of data; and the intersection of finance and AI.

Weekly data driven analysis of AI and software companies

Revealing the playbooks and hidden tactics behind today's best startups. Join 85,000+ weekly readers for real-life growth advice, playbooks and case studies.

Real-time insights on SaaS product, pricing and packaging strategy.

SaaS research by a pro