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SUN 01 NOV 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, 14 August 2025

14 pieces
Sequoia
AI Retail Opportunity
Feld Thoughts · Brad Feld
We’ll Make Great Pets
Stratechery
Facebook is Dead; Long Live Meta
Sammy Abdullah
Venture deal counts show a poor trend
Saastr
Forward Deployed Engineer: What It Takes to Make AI Work in B2B. But Do They Work for SMBs?
BBG Ventures
Topline Pro Announces $27M Series B Led by Northzone
Glasswing VC
AI Atlas: When AI Models Learn to Train Themselves
The Sociology of Business · Ana Andjelic
Growth by design
Glasswing VC
Glasswing Ventures Leads $5M Seed Investment in AI-Native Contract Intelligence Platform Infinity Loop
Lenny's Newsletter
The one question that saves product careers | Matt LeMay
Saastr
Dear SaaStr: How Much Cash Should a SaaS Company With $24m ARR Have on Hand?
Brian Sugar
Superman Syndrome
Sequoia
The $1T Opportunity to Build the Next Amazon in Retail
Tomasz Tunguz · Tomasz Tunguz
EvoBlog: Building an Evolutionary AI Content Generation System

Wednesday, 13 August 2025

26 pieces
Nikunj Kothari
Earn the right
Joe Lonsdale
Ep 123: The New Space Age with Palantir Alum & Apex Space CEO Ian Cinnamon
Denny Gabriel
The disconnect in the U.S Healthcare System and the importance of Healthcare Startups
makers + builders · Parul Singh
What are non-consensus bets in the AI era?
Saanya Ojha
GPT-5 Made Headlines. GPT-4o’s Removal Made History.
Will Ventures
Why Travel is the Next Big Opportunity in Sports
Saastr
5 Interesting Learnings from Palantir at $4 Billion in ARR
Amir Kabir
Edition 7 | 2025 — The API-fication of Risk: Parametric Insurance in the Age of AI
Marque VC
Marque Ventures to Advise Duke’s Design Defense Studio
Menlo
Q2 2025 Update from the Anthology Fund
Next Big Thing · Nikhil Basu Trivedi
Protege
Phin Barnes
Broken playbooks in the war for talent
Venture Prose
Summer Reset – Part 2
Saastr
CEO Compensation Today: Is It Broken? A Deep Dive With Brian Halligan Chair of HubSpot on What’s Wrong and How to Fix It
Sammy Abdullah
Taking your ICP and TAM seriously
Greylock News
Gen AI Present and Future: A Conversation with Meerah Rajavel, CIO at Palo Alto Networks↗Security · AI
Greylock News
Gen AI Present and Future: A Conversation with Meerah Rajavel, CIO at Palo Alto Networks
Equal Ventures
Licensed To Scale
Matt Brown
Embedded fintech in 1,000 words
Insight Partners
How Rewind is turning back time for lost SaaS data
Lerer Hippeau
Announcing Augmodo’s Series A: Conversation with Ross Finman, CEO of Augmodo, and Isabelle Phelps…
The Sociology of Business · Ana Andjelic
In spotlight: collaborations
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Measuring the Wealth Effect
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to use Deep Research for GTM
Saastr
Dear SaaStr: When Do “Buy Out” Contracts Make Sense?
Tomasz Tunguz · Tomasz Tunguz
Why AI Can't Crack Your Database
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