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SAT 31 OCT 2026 · 168 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, 21 August 2025

25 pieces
Sequoia
Partnering with Abby Care: A Caregiving Revolution
Aubrie Pagano
Ed. 13: The Aquarius Economy (or, How I Lost My Mind Writing About the Future)
Dash Media
🎙️ Ep. 53 · Peter Bezanson, CEO of BASIS Education | Ed on the Edge
Jared Heyman
On the 5 archetypes of top YC founders
Mike Maples Jr.
Every Reframe Starts with a Refusal
Saanya Ojha
The 95% Problem: AI Isn’t Overhyped, Enterprises Are Underprepared
The Micromobility Newsletter · Team M
Big Rides, Small Space: Montreal’s Bike Gap
Euclid Ventures
The State of Vertical AI (Q2)
David Teten
Building an AI Tech Stack focused on Y Combinator companies
Saastr
Does It Matter How Fast You Get to $1B ARR, Within Reason? Probably Not.
A Wealth of Common Sense · Ben Carlson
Tripling Your Net Worth in 5 Years
Saastr
The Great AI Equalizer: How Legacy Players and Tiny Startups Are Suddenly Your Biggest Competitive Threat
Saastr
8 Top Tips to Building Your Very First Sales Comp Plan
Saastr
The 2027 AI Burnout Wave is Coming. It Will Make 2023 Look Like a Vacation. But We Can’t Slow Down.
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Measuring Eng Teams
Sammy Abdullah
The healthy B2B Sales Pipeline
The Sociology of Business · Ana Andjelic
Guest post: the magic of archetypes
Lenny's Newsletter
How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Jamesin · Jamesin Seidel
Some data I’ve found interesting…
Saastr
How To Do a QBR (Quarterly Business Review) Right
Brian Sugar
How Do You Work With Your Spouse Without Killing Each Other?
Madrona Ventures
Autonomous CRM: How Clarify Is Reinventing a $100B Category
Equal Ventures
Logistics x AI | The First Wave of Gen AI
Sequoia
Partnering with Abby Care: A Caregiving Revolution
Tomasz Tunguz · Tomasz Tunguz
Achieving Flow with AI

Wednesday, 20 August 2025

15 pieces
Abhishek Maran · Abhishek Maran
Flow State #1 - Non-consensus bets, AI pricing traps, chat limitations, and more
Saastr
The CFO is Dead, Long Live the Chief Automation Officer: What OpenAI, Rippling, and Gorgias Got Right (and Wrong) About AI
Battery Ventures
From LLM Wrappers to RL Sculptors: The Dawn of Reasoning AI
Radical VC
Launching Radical Talks
Saastr
OpenAI Crosses $12 Billion ARR: The 3-Year Sprint That Redefined What’s Possible in Scaling Software
Uncork Capital
How Great Teams Build: Lessons & Reflections from Working with Ivo
Madrona Ventures
AI Agent Hype vs Reality: What 150 Builders Shared at reAgent
Saanya Ojha
Beijing’s Robot Olympics: From Pratfalls to Protocols
NextView VC
Valuation Matters
Felicis
Rocket Fuel for AI: Why Reinforcement Learning Is Having Its Moment
Sammy Abdullah
VC Email Updates Done Right
Rougher Thoughts · Sarah Tavel
The benefits of writing code two days every week without AI, and why the percentage of code written by AI is a vanity metric.
Flare Capital
Investing in Cascala Health
Level VC
N-th Order Prediction Markets
Saastr
How To Transition from Founder-Led Sales: Why Most Get It Wrong and How to Get It Right
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