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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

Tuesday, 15 July 2025

3 pieces
Lenny's Newsletter
Essential reading for product builders—part 1
The Sociology of Business · Ana Andjelic
The quality advantage
Multicoin Capital
Welcoming Brian Strugats To Multicoin Capital

Monday, 14 July 2025

37 pieces
Nikunj Kothari
To AI or Not to AI
Saastr
SaaStr Sponsorships: Access the Elite 68% VP+ Executives Other Platforms Can’t Reach
Race Capital
PlayAI Acquired by Meta — Voice Infrastructure for the AI Era
Greylock News
Introducing Cogent: AI Agents for Vulnerability Management↗Security · Infra
Turner Novak
🎧🍌 How WordPress Powers 43% of the Internet | Matt Mullenweg, CEO of Automattic
The Micromobility Newsletter · Team M
Ola Reports Wider Quarterly Loss
Saastr
Did Windsurf Sell Too Cheap? The Wild 72-Hour Saga and AI Coding Valuations
Climate Tech VC
🌎 Taxing times for CCUS #254
USV
Tools vs Truth↗AI · Enterprise
USV
Tools vs Truth
USV
The rebel alliance↗AI · DevTools · Enterprise
USV
The rebel alliance
Saanya Ojha
The Art of the (Non) Deal: Founders Win, Startups Die
Felicis
Voice AI in a Box
Felicis
Routing the Future
Felicis
Investing in Knox
Felicis
From ChatGPT to Instagram to Uber: The quiet architect behind the world’s most popular products
Felicis
Startup Valuations, Biotech’s Crunch & AI’s Massive TAM
Felicis
From Google’s First PM to Backing 50 Unicorns
Felicis
Making Recruiters AI-Powered, Not AI-Replaced
Felicis
How a data-processing problem at Lyft became the basis for Eventual
Saastr
Who Should Your CMO Report To? What 3,000+ Companies Actually Do (And Why It Matters)
Net Interest · Marc Rubinstein
NEW POD! Investing in European Banks with Davide Serra
Sammy Abdullah
International is your next leg of B2B growth
Thomas Reiner
Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions
Greylock News
Introducing Cogent: AI Agents for Vulnerability Management
Saastr
The Real Work of AI: Why Human-in-the-Loop and Orchestration Are Bigger Jobs Than You Think
Dash Media
The GSV Big 10: Library or Homeless Shelter?
Extantia Capital
Be Ahead of the Curve: The Second Biggest Mistake Founders Make About Cost Curves
Radical VC
Making Hiring More Human Through AI
Deconstructor of Fun
The Rise of Pakistan’s Game Development Scene
The Sociology of Business · Ana Andjelic
Cultural influence is not about hiring influencers
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Option Income is So Hot Right Now
Lenny's Newsletter
How this PM streamlines 60k-page FDA submissions and saves millions with Claude, Streamlit, and clever AI workflows | Prerna Kaul
Michael Greeley
Flare Capital Continues to Add to the Team…
Saastr
Dear SaaStr: How Do I Know If My New VP of Sales is Working Out?
Glasswing VC
Glasswing Ventures Leads $4M Seed Investment in Agentic Pharmaceutical Platform Asepha
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