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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

Thursday, 17 July 2025

28 pieces
Abhishek Maran · Abhishek Maran
Is Competition Still for Losers?
The Micromobility Newsletter · Team M
Inside Ather’s Financials: $262M in Revenue, $94M in Red Ink
Newcomer · Eric Newcomer
My Conversation with Substack Co-Founders Chris Best & Hamish McKenzie Fresh Off Their $100 Million Funding Round
Building Rome(s) · Aadil Maan
How I Keep Up With AI (Without Losing My Mind)
Saanya Ojha
ChatGPT Agent Will See You Now
Felicis
The Geospatial AI Revolution: Wherobots Leads the Charge
Felicis
Death by 1000 Authorizations
Felicis
The Era of the AI Researcher-Founder
Sammy Abdullah
Targeting the Right SaaS Payback Period
Jared Heyman
On founder-product fit
Equal Ventures
Insurance x AI | The First Wave of Gen AI in P&C
Madrona Ventures
Celebrating Sabrina Albert (Wu), the Newest Partner at Madrona
Equal Ventures
Insurance x AI | The First Wave of Gen AI in P&C
A Wealth of Common Sense · Ben Carlson
CFA or CFP?
LDV
Beyond Human Vision: Unlocking the Invisible with Visual Technology & AI
Feld Thoughts · Brad Feld
Givers, Takers, and Building Cultures That Last with Adam Grant
Saastr
Why I’ll Likely Spend $8,000 on Replit — This Month Alone. And Why That’s OK.
Madrona Ventures
The Dev Team Is Being Rewritten: What GenAI Means for Roles, Hiring, and Velocity
Saastr
The Great Flattening: Growth Rates for B2B Leaders from 2020-2025
Not Boring · Packy McCormick
How to Flounder Mode with Brie Wolfson
The Sociology of Business · Ana Andjelic
The cultural hitmaking playbook
Lenny's Newsletter
The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code | Dan Shipper (co-founder/CEO of Every)
Saastr
Dear SaaStr: How Do I Know If I Have Product-Market Fit for Real in the Early Days?
OpenVC.app
Why investors don't give honest feedback
Incisive VC
Your First 5 Hires Will Make or Break Your Startup (And Most Founders Get It Dead Wrong)
makers + builders · Parul Singh
Your AI Cofounder is Waiting
Brian Sugar
"We need another celebrity tequila brand!" —Said no one ever
Tomasz Tunguz · Tomasz Tunguz
Hidden Technical Debt in AI

Wednesday, 16 July 2025

12 pieces
Saastr
From Product to $32B: How Wiz’s Non-Traditional CMO Built a Marketing Machine
Saanya Ojha
Waifus, Red Pandas, and the Monetization of Loneliness
Ryan Russell
Why Power Still Matters — A Strategic Framework for the AI Era
Greycroft.com
H2Ok Innovations raises $12 million Series A to make manufacturing more precise for big-name customers like Coca-Cola and Unilever
Joe Lonsdale
Ep 119: Former Waymo Leader Boris Sofman on Autonomous Construction & Bringing AI into the Physical World
Cathay
American Reindustrialization: Empty Promises vs Massive Opportunities
Insight Partners
The race to secure enterprise AI
Fintech Ruminations
The mechanics of a Tokenization Engine
Fintech Ruminations
The mechanics of a Tokenization Engine
Sammy Abdullah
From Land to Expand: What Cohort Charts Say About Your SaaS Future
Sequoia
Reflection AI Asimov
Frankly Speaking · Frank Wang
The new threat model for AI
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