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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 TechSemiconductorsMedia & Entertainment

Tuesday, 26 August 2025

3 pieces
Heartcore
✨ Heartcore Insights
OpenVC.app
How to raise money for a startup: 14 steps to fundraising
Tomasz Tunguz · Tomasz Tunguz
Netflix's New AI Role

Monday, 25 August 2025

29 pieces
Andrew Ziperski
The Stock-Based Compensation Sleight of Hand
South Park Commons
Future of Medical AI & Search
Saastr
The Latest B2B IPO is Netskope. And it’s Fire. $700m ARR, Growing 33%. The Next IPOs Will Be Even Better.
Fika Ventures
Pricing Power in Agentic Software’s Sophomoric Years
The Micromobility Newsletter · Team M
Voi's CTO on Tech That Scales to 100M Rides
OpenVC.app
Pre-seed Round Explained for Early-Stage Startup Founders
Guru Chahal
AI as Its Own Teacher?
Saanya Ojha
No One Can Afford a Rivalry in This Economy
Dash Media
The GSV Big 10: Alpha and Omega
Venture Prose
42.
Saastr
We’ve Now Shipped 3 Vibe Coded Apps to Production. Here’s What Actually Worked (And What Nearly Killed Us)
Sammy Abdullah
SaaS S&M spend trends from 63 IPOs
Radical VC
Why Robotics’ Breakthrough Moment Could Already Be Here
Kojo Osei
Context Gravity
Deconstructor of Fun
Features Worth Stea… Borrowing: Lessons from Duolingo, Tinder, DraftKings, Crypto.com & BeReal
Conor Witt · Conor Witt
Vertical Operating Systems and Embedded Fintech
Conor Witt · Conor Witt
Asset-Based Lending vs. Venture Debt, Demystified
Conor Witt · Conor Witt
The Power of Equipment Financing for Startups
Conor Witt · Conor Witt
Why We're Excited about Insurance Premium Finance
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Creating Monthly Income From Your Portfolio
Jamie Tomalin
Conquered, We Conquer?
Lenny's Newsletter
How to digest 36 weekly podcasts without spending 36 hours listening | Tomasz Tunguz (Theory Ventures)
European Tech Weekly
European Tech Weekly - Week 34 - 2025
Saastr
Dear SaaStr: How Do I Structure a Comp Package for Our First VP of Sales?
Guru Chahal
How Ramp Uses AI in Software Engineering
OpenVC.app
How to value a startup: 9 best methods for 2026
Dash Media
EIEIO...F.R.E.E. Is the Key
A Wealth of Common Sense · Ben Carlson
The $84 Trillion Elephant in the Room
Tomasz Tunguz · Tomasz Tunguz
What Will You Reinvent Today?

Sunday, 24 August 2025

8 pieces
Saastr
The 10% Rule: How Much Should You Really Invest in Customer Success? With the CRO of Notion and VP of CS at GitHub
Saastr
OpenAI’s $6B Secondary: The Largest Employee Liquidity Event in Tech History
Saanya Ojha
Weekly Wrap Sheet (08/22/2025): Policies, PokéRuns, Procurement, Pilots & Proofs
Investing in AI · Rob May
How To Beat An AI System - Lessons From The Boston Celtics
Fakepixels · Tina He
Tao and the art of investing in modern China
Lenny's Newsletter
Inside the little-known expert network quietly training every frontier AI model | Garrett Lord (Handshake CEO)
Below the Line by Kevin LaBuz · Kevin LaBuz
#169 – 2019 Vibes
Saastr
Dear SaaStr: What Incentives Are Given To Design Partners and Other Super Early Customers?
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