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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…
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Friday, 11 July 2025

14 pieces
Saastr
We Thought These Leads Were Dead. Our AI Proved Us Wrong (And Booked 4 Meetings in 48 Hours)
99% Derisible · Yoni Rechtman
So What?
Dash Media
☀️EP. 15: Penny Schwinn: Deputy Secretary of Education Nominee | Edreform in 10
Newcomer · Eric Newcomer
AI Data Center Mania Conjures the B-Word. Is It Something to Fear?
Clouded Judgement · Jamin Ball
Clouded Judgement 7.11.25 - Market Musings
Not Boring · Packy McCormick
Weekly Dose of Optimism #152
Saastr
AI and the Bottom Line with Canva’s CCO: How They Built a $7B Enterprise Motion on 16 Billion AI Interactions
Saastr
SaaStr AI App of the Week: Syllable.ai
Saastr
Dear SaaStr: What Are The Top Worries Founders Have As They Start to Scale?
Extantia Capital
Why Europe is Closing the Gap with the United States
Extantia Capital
Unlocking Grid Capacity at Game-changing Speed and Cost: Why We Invested in AssetCool
Felicis
Investing in Revel
Building Rome(s) · Aadil Maan
Rethinking Ownership in the New Normal of AI Work
Newcomer · Eric Newcomer
Don't Cancel Shaun Maguire But Please Stop Making Us Listen to Him

Thursday, 10 July 2025

26 pieces
Greylock News
Voice Agents: Easy to Use, Hard to Build↗AI · Infra · DevTools
Saastr
The Latest 20VC + SaaStr: Meta’s $1B Talent Raid, the End of Triple-Triple-Double-Double, and Why AI Laggards Are Getting Left Behind
The Micromobility Newsletter · Team M
Scooter Drama in Brussels: Lime’s Secret Comeback
Glasswing VC
AI Atlas: Exploring Goose: An RNN with the Advantages of a Transformer
Sammy Abdullah
That Freemium Life in SaaS
Frankly Speaking · Frank Wang
Software engineering for security: Performance Tradeoffs
Saanya Ojha
Grok 4: Benchmark Beast, Governance Wild Card
Race Capital
Our Investment in AirMDR: Redefining the SOC for the AI Era
Greylock News
Voice Agents: Easy to Use,
Hard to Build
A Wealth of Common Sense · Ben Carlson
How Much Should You Have Saved by 30? 40? 50? 60?
Fika Ventures
Why Insurance AI Must Move Beyond Workflows: The Case for Revenue-Centric Wholistic Platforms
Saastr
Olo vs Toast: $2B vs $25B – The Strategic Tale of Two Tech Giants
Ian's Blog: Nominal Returns · Ian Gutterman
How To Fund New Reinsurers
The Data Source · Priyanka Somrah
The State of Agentic Systems – June 2025
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - How Much VC $$ to Raise
Madrona Ventures
AI Won’t Replace Developers: Qodo’s Take on the Future of AI-Powered Engineering
Collaborative Fund
A Screenless Future
First Round Review
The Founder’s Guide to Building a V1 of Customer Success
Jared Hecht
A Better Way
Jared Hecht
A Better Way
Saastr
We Sent 4,495 AI SDR Emails in 2 Weeks and Got The #1 Response Rate. Here’s How (It’s Not What You Think)”
The Sociology of Business · Ana Andjelic
Always start with art
Saastr
Dear SaaStr: What Does the Day-to-Day Look Like For a Customer Success Manager?
Deepwater Asset Mgmt
From Jobs to Cook: A Masterclass in Leadership Succession
Saastr
NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told
Nikunj Kothari
The Pendulum Keeps Swinging
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