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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

Tuesday, 12 August 2025

25 pieces
Saastr
How Asana’s CMO Shannon Duffy Is Using AI to Scale Marketing Teams 10x (+ The 4 Mistakes She Made Along the Way)
Madrona Ventures
Seattle Tech Week 2025: Building What’s Next, Together
Insight Partners
AI in the applicant pool: How to overcome this new hiring risk
Feld Thoughts · Brad Feld
Brad Feld’s Online Book Club
Felicis
Investing in Evertune
Newcomer · Eric Newcomer
Hippocratic, Benchling, Akido, Slingshot & Strand Founders Join as Speakers at Deus Ex Medicina
Selina Wang
Jeff Wang | CEO of Windsurf: M&A Turbulence, Human Leadership, and the Flight Ahead
Saanya Ojha
Revenue Is a Lagging Indicator
Sequoia
Partnering with Profound: Winning on the AI Stage
Annelies Gamble
How Startups Can Win with Continuous Feedback
Alex Danco's Newsletter
I'm joining a16z
A Wealth of Common Sense · Ben Carlson
4 Questions About the Housing Market
Collin Wallace
We Laughed at the 'Idea Guys' for 10 Years. Now They're Becoming the Most Valuable Founders in Tech
Sammy Abdullah
More Venture Dollars in Q2, in Fewer Deals
Saastr
The Hard Truth About SaaS Revenue Durability: 80% of Post-IPO Companies Don’t Compound in Value
First Round Review
The Story Behind Owner’s Pivots to a Billion-Dollar Business
Scott Hartley
Built to Sway: Eric Wimer with Scott Hartley
Ethan Batraski
Death of the Billable Hour: Legal's $900B AI Repricing
Virtual Elena · Elena Burger
Eastward the Course of Mission Meets the Market
Lenny's Newsletter
Essential reading for product builders—part 2
Saastr
Dear SaaStr: How Do You Handle It When a Prospect Puts a Deal “On Hold”?
Lenny's Newsletter
Essential reading for product builders—part 2
OpenVC.app
Why Startups Fail at Agency Partnerships (And How to Succeed)
Sequoia
Partnering with Profound: Winning on the AI Stage
Tomasz Tunguz · Tomasz Tunguz
What is Chrome Worth?

Monday, 11 August 2025

15 pieces
The Micromobility Newsletter · Team M
🇺🇸Micromobility America is Back! Rolling into 2026🎉!!!
Climate Tech VC
🌎 Your NYCW cheat sheet #258
Saastr
Venture Has Never Been More Concentrated: 40%+ of VC $$$ Going to Just 10 Deals
Joe Lonsdale
Pay for Performance: Texas and Private Prisons
Insight Partners
The Insight Partners guide to raising capital: What founders need to know at every stage
Next Big Thing · Nikhil Basu Trivedi
Confido
Saanya Ojha
GPT-5 and the Lost Art of Managing Expectations
Marque VC
UK jHUB Joins Marque Fellowship Program
Opus Letter · Derek Urben
Opus 30: Investing Adventures in Switzerland
Investing in AI · Rob May
Can AI Exception Handling Be The Next Competitive Advantage?
Newcomer · Eric Newcomer
By Staying the Course, Benchmark Has Lost Its Way
Saastr
Why Most SDRs Will Be AI SDRs In 2026+. It’s Not Just About Productivity.
Net Interest · Marc Rubinstein
NEW POD! Early-Stage European Fintech Investing with Tim Levene
Sammy Abdullah
The 7 commandments of SaaS pricing
Dash Media
The GSV Big 10: No Jobs at the Philosophy Factory
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