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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

Saturday, 2 August 2025

11 pieces
Dash Media
The GSV Big 10: Cherry Garcia vs. ChatGPT
Forerunner Ventures · Forerunner Ventures
The CQ | From Collectibles to AI Therapy — Investing in Courtyard and Slingshot
A16Z Crypto
When to flip the fee switch
Amir Kabir
💥 The New Stack of Cyber Risk Transfer
Lenny's Newsletter
🧠 Community Wisdom: Claire Vo’s AMA + building executive presence as a PM, creating a referral program, product designers losing their edge, and more
Kyle Harrison
The Cogsec Chronicles
Jessie Harris
Week 9 Roundup
Stage 2
How to Win with iOS Call Screening
Ed Sim
What’s 🔥 in Enterprise IT/VC #457
Saastr
The $473M Gap: How Monday.com Executed the Perfect B2B Playbook — While Asana Slowed Down
Saastr
Dear SaaStr: My CRO Candidate Is Insisting on Anti-Dilution Protection. What Should I Do?

Friday, 1 August 2025

22 pieces
Nikunj Kothari
The Best Companies Are Dictatorships
A Wealth of Common Sense · Ben Carlson
Iron Laws of the Stock Market
JP Guite · JP Guite
Why We Invested in Harper
Saastr
From $30M to $11B: The ServiceTitan Playbook – CRO Ross Biestman’s Masterclass on Vertical SaaS
The Micromobility Newsletter · Team M
Profitable at Scale? Voi’s Q2 2025 Says Yes!
Feld Thoughts · Brad Feld
A Shift
Saanya Ojha
Hot AI Summer: Google Thinks, OpenAI Negotiates, Anthropic Codes
99% Derisible · Yoni Rechtman
Insecurity is the enemy of improvement
Jarrod Dicker
Can’t Buy Me Love
Newcomer · Eric Newcomer
Investors Rush to Get Figma Shares in Blockbuster IPO
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
A Conversation With Vercel's Former Head of AI
Saastr
VC in 2025 So Far Per Carta: Valuations Are Up 15-25% … But Deals Are Down -13% at Seed. Deals Are Down Everywhere.
CRV Insights
Staying Disciplined — CRV’s New $750 Million Fund Doing What We Do Best — Leading Successful Seed…
Dash Media
☀️EP. 18 · Indiana Charter Innovation Center President Scott Bess | Edreform in 10
Not Boring · Packy McCormick
Weekly Dose of Optimism
Clouded Judgement · Jamin Ball
Clouded Judgement 8.1.25 - The AI Operating Model
Saastr
SaaStr AI App of the Week: Flatfile AI-Powered Data Migration
Saastr
Dear SaaStr: How Do I Find Product Market Fit In the Early Days?
Sajith Pai
Special edition: Chapter 1 of my PMF book!
Alex Lazarow · Alex Lazarow
The Global Contest for Breakthrough Technologies
Saastr
Replit’s New Release Address Most of The Challenges We Hit Vibe Coding. But Is ‘Prosumer’ Vibe Coding Really Ready for Commercial Apps Yet?
Tomasz Tunguz · Tomasz Tunguz
The AI-Driven Cloud Market Share Shift

Thursday, 31 July 2025

7 pieces
Vickram Pradhan
Will Cell & Gene Therapies Break Insurance?
Saastr
HubSpot: 69% of VC-Backed Startups Have a Dedicated AI Team or AI Lead
USV
Edge Cases↗Market
USV
Edge Cases
Kojo Osei
Fantastic MCPs and where to find them
A Wealth of Common Sense · Ben Carlson
Does the 4% Rule Still Apply?
Saanya Ojha
Meta and Microsoft: Monsters of Scale, Masters of the Stack
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