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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 & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Thursday, 10 July 2025

2 pieces
Abhishek Maran · Abhishek Maran
Attention first, revenue when?
Tomasz Tunguz · Tomasz Tunguz
Budgeting for AI in Your Startup

Wednesday, 9 July 2025

26 pieces
Saastr
Only 11% of Unicorn Exits Are IPOs Now (Down from 53%)
Better Tomorrow Ventures
Why We Invested in Layer
Deepwater Asset Mgmt
Despite EVs’ Headwinds, They’re Still the Future
Saanya Ojha
Grok Posts Nazi Memes, X CEO Resigns, Launch Party Still On
NextView VC
Magic Graph: How Much Seed Capital Should You Raise?
Lola Wajskop
Splash
South Park Commons
SPC Founder Fellowship Fall 2025
Amir Kabir
Edition 2 | 2025 — Recent Cyber Events and What They Reveal About Risk Infrastructure
Feld Thoughts · Brad Feld
Leadership, Ego, and Saying No with Seth Godin
Sammy Abdullah
SaaS M&A Is Steady, and Healthy
Insight Partners
How Mario Ciabarra is reimagining customer experiences for the Fortune 100 with Quantum Metric
Saastr
Sales In The Age of AI: The Playbook from The CROs of Databricks, Windsurf, Perplexity and Owner
Saastr
5 Interesting Learnings from SEMRush at $425,000,000 in ARR
Not Boring · Packy McCormick
Studying Peter Thiel and Founders Fund with Mario Gabriele
NextView VC
Doing Due Diligence on Potential Investors
Conor Witt · Conor Witt
The Data Tapes Edition #25
Uma Chalik
🧿 BODRUM
A Wealth of Common Sense · Ben Carlson
Animal Spirits: A 25 Year Bull Market
Kyle Poyar's Growth Unhinged · Kyle Poyar
How Bolt.new hit $40M ARR in 5 months
Saastr
Dear SaaStr: At $20,000 ACV, How Many Customers Should Each Customer Success Manager Have?
Guru Chahal
Next Big Shift In Search: From Product To Infrastructure
Guru Chahal
Observo AI: The AI-Native Observability Data Pipeline
Guru Chahal
Investing In Chainguard: The Safe Source For Open Source
Guru Chahal
Eve Legal – Revolutionizing Plaintiff Law
Guru Chahal
NextHop AI: Next-Generation Networking For An AI-Driven World
Guru Chahal
Investing In Nominal: The Continuous Test Stack For Physical Systems

Tuesday, 8 July 2025

12 pieces
Guru Chahal
The Quiet Giants: Why Infrastructure Startups Have Dominated the Recent IPO Landscape
Saastr
Canva Gives Its 5,000 Employees a Week to Learn AI. Will It Work?
A Wealth of Common Sense · Ben Carlson
The Future of Investment Management is the Paradox of Choice
Madrona Ventures
Building a Scalable Sales Motion: How To Drive Growth with Intent
Insight Partners
Celebrating 30 years of Insight: Nikitas Koutoupes on three decades of growth and change
Annelies Gamble
The $250B Product Certification & Compliance Market
Saanya Ojha
Meet Labubu, the Hello Kitty of 2025
Stratechery
Tech Philosophy and AI Opportunity
Trends, Analysis, Lies and Statistics
Malleable Software Reshapes the World
Generative Value · Eric Flaningam
Where do Tech Returns Come From?
Saastr
88% of B2B IPOs Have Founder CEOs. And Those Ones Do Far, Far Better
Flare Capital
The New Guard: How World-Class Operators Are Building Winning Healthcare AI Products
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