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SUN 01 NOV 2026 · 170 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

Sunday, 20 July 2025

9 pieces
Generative Value · Eric Flaningam
The AI & Healthcare Opportunity
A Wealth of Common Sense · Ben Carlson
The Double-Digit Decades
Saastr
10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from
Investing in AI · Rob May
AI Takeover Targets For Data and Evals
Fakepixels · Tina He
Market of words
Lenny's Newsletter
Anthropic co-founder on quitting OpenAI, AGI predictions, $100M talent wars, 20% unemployment, and the nightmare scenarios keeping him up at night | Ben Mann
Saastr
Dear SaaStr: What Are the Downsides To Giving a New VC Board Observer Rights?
Brian Sugar
Weekend Brief: 🎤 Coldplay, Chaos, and Consequences. Also: Tomorrowland, Tornadoes & Teenage Killers
Tomasz Tunguz · Tomasz Tunguz
The Question I Ask Myself Before I AI

Saturday, 19 July 2025

8 pieces
Lenny's Newsletter
🧠 Community Wisdom: Strategies for getting buy-in from leadership, design books we keep going back to, customer discovery when you have no customers, how much documentation you need, and more
Saastr
Hallucinations Aren’t The Issue They Once Were in AI. But They Are Still Worry #1 For B2B Leaders.
Kyle Harrison
Seek Sunlight
Saastr
The Sheer Momentum You Need For an Enduring IPO in SaaS: 63% Average Growth
Jessie Harris
Week 7 Roundup
Stage 2
Writing Content That Ranks with LLMs
Ed Sim
What’s 🔥 in Enterprise IT/VC #455
Saastr
Dear SaaStr: When Is a Good Time for Founders to Sell Some of Their Stock?

Friday, 18 July 2025

23 pieces
A Wealth of Common Sense · Ben Carlson
What Stops This Train?
Caitlin Bolnick
7.18.25: reindustrialization, capital crowning, bougie gyms, and mediated selves
A16Z Crypto
GENIUS Act just signed; what next? CLARITY
Saastr
How Many Direct Reports Do Most CEOs Have? 5 If You’re < 100 Employees. The Data and More.
Net Interest · Marc Rubinstein
Apollo's Web
Stage 2
The Modern Outbound Workflow: How to Deliver Pipeline Without an SDR Team (With a Little Help From AI)
Saanya Ojha
Up the Stack & Down to Business
Stage 2
Using (Off-The-Shelf) AI to Build a Scalable GTM Playbook: Lessons from MedScout
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Future of Human-Machine Interaction
Dash Media
☀️EP. 16 · Empowering TX Parents: Colleen Dippel & Kelby Woodard | Edreform in 10
Alex Danco's Newsletter
A startup is a bundle, and Windsurf broke the bundle
Saastr
Why SaaStr’s AI is So Good: Tons of Data. Tons of Training. And Daily QA.
Newcomer · Eric Newcomer
Crypto Enjoys a Landmark Moment as Congress Greenlights Mainstream Adoption. Now the Industry Has to Prove It’s Deserved.
99% Derisible · Yoni Rechtman
Optionality is a mind virus
Clouded Judgement · Jamin Ball
Clouded Judgement 7.18.25 - The Return of the Point Solution
Sammy Abdullah
A Convo with a SaaS Sales Legend
Jack Arenas
The Rise of Reverse Acquihires
Not Boring · Packy McCormick
Weekly Dose of Optimism #153
Saastr
Dear SaaStr: How Should I Build Our First Sales Comp Plan?
7wire Ventures
New AHA board chairperson driven to improve health care
7wire Ventures
New AHA board chairperson driven to improve health care
Newcomer · Eric Newcomer
Microsoft Fumbled Its Lead in AI Coding. Its History of Coming From Behind to Dominate May be Tough to Repeat.
Tomasz Tunguz · Tomasz Tunguz
The Sales Strategy Conquering the AI Market
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