Navigating the AI Supercycle: Inside the 20VC x SaaStr Deep Dive on Valuations, Burn Rates, and Market Shifts

Featuring: Harry Stebbings, Rory O’Driscoll, and Jason Lemkin Date: October 2026 Executive Overview The artificial intelligence boom has reached a fever pitch, forcing venture capitalists, institutional limited partners (LPs), and tech founders to grapple with an overarching, uneasy question: What do you do differently when everyone in the room agrees we are standing near the…

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Federal Appeals Court Strikes Down FCC Order Expanding Discounted Ad Rates to Political Parties and Joint Committees

Executive Overview In a decisive legal victory for several high-profile Democratic candidates, a federal appeals court has blocked a contentious Federal Communications Commission (FCC) policy that could have flooded broadcast television with an unprecedented surge of political advertising. In a 2-1 decision, a panel of judges at the U.S. Court of Appeals for the 4th…

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Pediatric Vaccination Rates Plummet to Critical Lows: CDC Data Reveals Deepening Public Health Vulnerability

Executive Overview Public health officials are sounding the alarm following the release of comprehensive new data from the Centers for Disease Control and Prevention (CDC). According to the figures tracking the vaccination coverage of United States kindergartners, national immunization rates have declined for yet another consecutive academic year, pulling the nation further away from the…

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