A founder-focused newsletter that works through convertible note terms with worked dilution examples, quoting actual term-sheet clauses and showing the arithmetic. It is useful for startup founders and early investors who want to understand how discounts, caps and maturity dates change ownership.
Website: https://venturevalue.ghost.io/
Gergely Orosz covers Big Tech and startups through the lens of senior engineers and engineering leaders, with reported detail on company practices and incidents. The sampled issues cover Anthropic's custom source control, internal vibe-coding tools at Ramp and Stripe, and the Firebase outage.
A newsletter covering Big Tech and startups from the inside, with original reporting, data gathered from engineering leaders, industry news roundups and deep-dive interviews. Readers get insight into how software companies work, including AI tooling spend, developer infrastructure and industry trends.
Long-form essays on startup strategy, marketplaces, competitive moats and career growth, written by a former Chief Strategy Officer of Faire. Readers get structured frameworks and first-hand operating lessons applied to current topics like AI agents and AI startup valuations.
Weekly essays on why AI initiatives at growth-stage startups fail for data governance and platform reasons rather than model reasons. Each issue uses concrete incidents, such as stale notebook pipelines, misleading catalogue descriptions and unmanaged documents, to explain the failure and what to change.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
