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SAT 31 OCT 2026 · 166 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 TechSemiconductorsConsumer

Sunday, 21 September 2025

1 pieces
Dash Media
The GSV Big 10: The Two Hour Ed Day

Saturday, 20 September 2025

11 pieces
Forerunner Ventures · Forerunner Ventures
The CQ | The Two-Speed Economy and Hot Investment With a 3,000% Return
Hunter Walk
Headcount isn’t a KPI, but talent density should be
Lenny's Newsletter
🧠 Community Wisdom: AMA with Yuhki Yamashita + How to price a niche B2B product, consumer PM vs. enterprise PM, validating PMF without customers, when you need email verification, and more
A16Z
The Death of Search: How Shopping Will Work In The Age of AI
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Kyle Harrison
Conviction Capitalists
Saastr
Why 50% of Your Current Team May Not Be Needed 12-18 Months From Now: The AI Skills Gap
Jessie Harris
Week 16 Roundup
Stage 2
First Marketing Hire? Why It Should Be a PMM
Ed Sim
What’s 🔥 in Enterprise IT/VC #464
Saastr
Dear SaaStr: What is a Good Approach For Price Increases with SMBs?

Friday, 19 September 2025

21 pieces
A Wealth of Common Sense · Ben Carlson
Are Small Caps Dead?
Newcomer · Eric Newcomer
We're Back. The Cerebral Valley AI Summit Will Bring Together Leaders of Anthropic, xAI, Vercel, Replit & More
Newcomer · Eric Newcomer
Business Leaders Dance to Trump's Tune
Saanya Ojha
Chrome Gets Smarter. Google Gets Scarier.
Net Interest · Marc Rubinstein
Class of '25
Euclid Ventures
Investor Panel: The State of Vertical AI
Saastr
IPOs Fire Up Even More in September: This Week It’s Netskope and StubHub
99% Derisible · Yoni Rechtman
The only 5 stories that matter
Saastr
5 Interesting Learnings from Figma at $1 Billion in ARR
Lerer Hippeau
Please welcome Le Walk, the location-based immersive travel app
Lerer Hippeau
Please welcome Le Walk, the location-based immersive travel app
Not Boring · Packy McCormick
Weekly Dose of Optimism #162
Nathan Benaich · Nathan Benaich
Air Street Capital partners with NVIDIA on a £2B investment to accelerate the UK AI ecosystem
Dash Media
☀️ EP. 22 · Virtue-based Learning with Ian Rowe, CEO of Vertex Partnership Academies | Edreform in 10
Clouded Judgement · Jamin Ball
Clouded Judgement 9.19.25 - The AI Shift: Static Software vs. Living AI Systems
John Tough
Energize invests in GridStrong $10M round
Saastr
SaaStr AI App of The Week: Qualified. (The AI BDR That Crushes It For SaaStr Itself.)
Turner Novak
🎧🍌 What Investors Get Wrong About Asset Allocation, The Past Present and Future of Venture Capital | Dan Feder, University of Michigan
Saastr
Dear SaaStr: Why Do So Many B2B Vendors Not Show Prices for Enterprise Plans?
Incisive VC
Anatomy of a Baby Unicorn: How Pre‑Seed Startups Actually Break Out
Tomasz Tunguz · Tomasz Tunguz
The Post-AI Org Chart

Thursday, 18 September 2025

7 pieces
South Park Commons
Data Platforms for the Next Decade
Saanya Ojha
Through the Looking Glass: Meta’s Bid for Ambient AI
The Micromobility Newsletter · Team M
Massive Win for Dott and Pony in Bordeaux
A Wealth of Common Sense · Ben Carlson
Buy When There’s Bonds in the Streets?
Preface Ventures
DX To Be Acquired by Atlassian for $1B
Entrepreneur First
Don’t be a badge collector
Newcomer · Eric Newcomer
The Story of a Cap Table: Klarna
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