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Capital Allocation
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- We raised $15B. Why? Andreessen Horowitz's Strategic Vision for American Technology Leadership
- The Economy Called. Your AI Strategy Has to Answer.
- Financing the AI Boom 2: Asset-Backed Securities and Private Equity in Data Center Infrastructure
- 5 Things Startups Should Consider With a Second Close in a Funding Round ·
- Net Interest 2025 Year in Review ·
- Banker Wonderland
- Stockpicker's Paradise
- The Top 10 Hidden Gem SaaStr Posts You May Have Missed — Per SaaStr's Own AI ·
- Inside the Affordability Crisis
- Bubble Trouble 2: AI Infrastructure Financing and Market Risk
- Bubble Trouble
- After the Pilots: From AI Experimentation to Financial Capability
- Be the Navy, Not Pirates: Building Organizational Structure for Lasting Scale
- Sam Altman on Sora, Energy, and Building an AI Empire ·
- Anatomy of an Enterprise Platform Company
- Non-Dilutive Financing Has Its Place. But It Isn't Free. And It Can Be Quite Dilutive. ·
- Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China ·
- How to Increase Your Option Pool By 10% For Free: Move to 5 Year Vesting ·
- Are we in an AI-driven bubble?
- a16z is Moving to Substack: The Future of Independent Media Economics ·
- The Electro-Industrial Stack Will Move the World
- Explore vs. Exploit in Agentic Coding: Managing Margins in AI-Powered Software Distribution ·
- Some Founders Are Savers. Some Are Spenders. Both are Often Taken Too Far. ·
- The AI Revenue Rocket Ship - What 5x Growth in Six Months Means for Everyone ·
- Are Board Meetings Useless?