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SUN 01 NOV 2026 · 170 new pieces this week

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Select picks in the past month
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

Wednesday, 6 August 2025

9 pieces
USV
We’re Hiring
Saastr
5 Interesting Learnings from Hinge Health at $550,000,000 ARR
Sammy Abdullah
Stop Making Sector Experience a Hiring Requirement
Susannah Shipton
When LLMs feast on social
Saastr
Raising Prices Has Its Place. But It Shouldn’t Be One Of Your Best Ideas.
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Wall Street Strikes Back
Kyle Poyar's Growth Unhinged · Kyle Poyar
Are we ready for AI sales reps?
Saastr
Dear SaaStr: What Are Some Top Tips for Hiring and Retaining Top Leaders?
Joe Lonsdale
Ep 122: The AI Services Revolution with Shreyas Parab & Anton Lin of DayDream

Tuesday, 5 August 2025

28 pieces
A Wealth of Common Sense · Ben Carlson
Meme Stocks & Mr. Market
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in ProductNow
Insight Partners
Lyric Raises $43.5M Series B to Transform Supply Chain Decision Making with AI
Annelies Gamble
Operationalizing Repeatability in Field Service
Alfred Lin
Founders are Religious Leaders
Alfred Lin
Founders are Religious Leaders
Frankly Speaking · Frank Wang
Palo Alto Networks Acquiring CyberArk: Offense or Defense?
Insight Partners
Island’s enterprise browser isn’t just safer — it’s securing and redefining how we work
Sierra Ventures
Systems of Record to Systems of Context: Why the Next SaaS Giants Will Win on Architecture
Phin Barnes
Dan Shipper (Every) x Alex Konrad (Upstarts) on building modern media companies
A16Z Growth
Why winners win
Saastr
Half of Sales & Marketing Hires Will Leave Within 2½ Years. The Data Behind It.
NextView VC
Getting to Yes When Others Say No
Victor Gutwein · Victor Gutwein
2025 Best of the Midwest: Startup City Rankings
Victor Gutwein · Victor Gutwein
2025 Best of the Midwest: Startup City Rankings
Saastr
The Real Reason 50%+ of Our Sales Team is Now AI (And What We Learned)
Collin Wallace
The Hidden Reason Your Startup Ideas Keep Failing
Medha Agarwal
New Value Models, New Playbooks: Tactics AI-first Companies Use to Scale
Scott Hartley
The Tax Muse: Colin Horsford with Jenny Fielding
Equal Ventures
Before Day Zero
Radical VC
Making Biology Programmable
Lenny's Newsletter
25 proven tactics to accelerate AI adoption at your company
Ben Yoskovitz
I Reviewed 50 Startup Pitch Decks. Here’s What They Keep Getting Wrong.
Saastr
78% Revenue Dependency = 0.7 Stock Correlation: How Klaviyo Became a Leveraged Bet on Shopify (And What It Means for Your SaaS Partnership Strategy)
Saastr
Dear SaaStr: When a Customer Says “That’s Too Expensive”, What Do You Do Next?
Saastr
How to Build a Good Basic Sales Plan for Your First SDRs
Lenny's Newsletter
25 proven tactics to accelerate AI adoption at your company
Jamie Tomalin
Are Growth Buyouts Venture? You’re Asking The Wrong Question

Monday, 4 August 2025

3 pieces
Tanay Jaipuria · Tanay Jaipuria
The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle
Caitlin Bolnick
8.4.25: Shmorgasbord of Half Baked Takes
Saastr
How Bonuses Vary Per Exec Position: The Real Data 📊
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