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SAT 31 OCT 2026 · 167 new pieces this week

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A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Thursday, 29 October 2026

15 pieces
Euclid Ventures
Keith Rabois’ New Rules of Vertical AI↗AI · Enterprise
Minutes
Commanding Heights Released ↗AI · Market
Jeff Morris Jr.
Introducing Chapter One Fund III: What If It All Works?↗Market
Saastr
5 Interesting Learnings from Guidewire at $1.24 Billion in ARR: A $1.7 Billion AI Acquisition, Its Lowest Churn Ever, and 10x ARR for a 25-Year-Old System of Record↗Insurance · AI
A16Z
AD 50 2026: Production is Deterrence↗Defense · Industrials · Climate
Lerer Hippeau
Please welcome ShareWillow, the AI platform for home service businesses↗AI · Industrials
Saastr
Sponsor SaaStr AI Annual 2027. Walk Out With 85+ Customer Meetings Set.↗Market
Feld Thoughts · Brad Feld
Formlabs Form Studio 1↗Industrials · Robotics
Heartcore
🤟🏻 Heartcore Insights↗AI · Market
Amir Kabir
Edition 69 | 2026 — Compute Is a Physical Risk Business↗Infra · Climate · Insurance
Earnest Sweat
Call In Sick↗Market
Lightspeed Venture Partners Blog
File Systems For Agents↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Crossing the Trillion Dollar Chasm↗Infra · Enterprise · Telecom
Forerunner Ventures · Kirsten Green
Investing in SuperMe: The Next Great Knowledge Network↗AI · Market
Bain Capital Ventures · N. Coletta, D. Stevens
There Is No AI Pricing Playbook. Here Are the Patterns Winning Right Now.↗AI · Enterprise

Wednesday, 28 October 2026

25 pieces
Nikunj Kothari
The Bridge↗Market
Obvious Ventures
Why We Invested in Neuron Industries↗Industrials · Infra
Shravan Narayen · Shravan Narayen
Where Should You Be Narrow?↗Market
Greycroft.com
The Enterprise Will Own Its Memory: Our Investment in Rocker↗Enterprise · Infra
Lightspeed Venture Partners Blog
Alex LaPolice↗Infra · Defense · Market
Kyle Harrison
What Happens To The AI Trade When Everything Gets Cheaper?↗AI · Infra
Saanya Ojha
Guppy-Level Death, Investment-Grade Debt↗Infra · Market
Newcomer · Eric Newcomer
The New Space Race: Startups Press Ahead on ‘Orbital Infrastructure,’ Test Feasibility of Data Centers ↗Infra · Semis · Defense
Phin Barnes
Got RoTo? ↗AI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #55↗Banking · Fintech · Infra
A16Z
The New Security Agenda↗Security · AI · Enterprise
Saastr
Databricks CRO Ron Gabrisko: 5 Interesting Learnings on Selling at a $190B AI Company: Flat SDR Headcount, 6-10% Reply Rates, and Free Seats That Unlocked Consumption↗AI · Enterprise
Carried Away
No Introduction Necessary↗Market · AI
Sammy Abdullah
Build Pipeline with SDRs↗HR · MarTech
Digital Native · Rex Woodbury
What Comes After Selling Work? ↗AI · Market
NextView VC
Announcing Our Investment in Rendezvous Robotics↗Defense · Robotics
Saastr
10 Months Into AI for GTM That Actually Works: The CRO Matters More Than Ever. Every Other GTM Role Is in Flux.↗Enterprise · MarTech · AI
Insight Partners
Inside Snappt’s rapid rise as the leader in rental fraud prevention↗Built World · AI
Saastr
The $300 Billion Software Debt Wall: The Big B2B Defaults Unfortunately Haven’t Even Started Yet↗Enterprise · Market
Lenny's Newsletter
Grok vs. Dot vs. Muse vs. Claude Duet: which one crushes the competition?↗AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Baby Boomers Have All the Money↗AI · Banking · Media
First Round Review
Competing with OpenAI and Meta for your inbox | Jean-Denis Greze (Town Co-founder & CEO)↗AI · Enterprise
makers + builders · Parul Singh
It Was Weird Until It Wasn’t↗AI · Market
yCombinator
How Alex Lee became the first engineer at Magic Patterns↗DevTools · AI
Antler
Bottlenecks & Switching Traps↗Gov · Market
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