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SUN 01 NOV 2026 · 166 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 MarketsSemiconductorsConsumer

Tuesday, 24 June 2025

38 pieces
Felicis
Announcing Our Largest Fund Yet: FV X $900M
Felicis
Investing in Paraform
Felicis
Investing in Eventual
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Cathay
Behind the Term Sheet: Abacum’s $60M Series B
Greylock News
Gen AI Present and Future: A Conversation with Shamim Mohammad, EVP and Chief Information and Technology Officer at CarMax
Saanya Ojha
Your Brain on ChatGPT: Are We Building Cognitive Debt or Cognitive Leverage?
Menlo
Why We’re Betting Wispr Will Kill the Keyboard
Joe Lonsdale
Why Congress Should Protect AI Startups
A Wealth of Common Sense · Ben Carlson
How to Make Money in Real Estate
Saastr
GTM in The Age of AI: The Top 10 Learnings from ICONIQ’s 2025 B2B SaaS Report
Sequoia
Partnering with Delphi: Meet Your Heroes
CRV Insights
Partnering With Eventual: The Next Generation of Data Processing for AI Applications
Feld Thoughts · Brad Feld
Give First is a Philosophy, Not a Religion
Daniel Chesley
Insurance’s AI Moment
LDV
Computer Vision & Machine Learning Trends in 2025: from Autoregressive Token Prediction to Agentic AI, Physics Engines and More
Frankly Speaking · Frank Wang
A letter to security vendors
Fika Ventures
2025 LA First Look Retreat Recap
Insight Partners
ArrePath Announces Closing of Their Next Financing Round and Appointment of a New Board Chair
Sammy Abdullah
After Steady Gains, SaaS Operating Margins Slip in Q1 2025
Fakepixels · Tina He
Returning to Pace
Annelies Gamble
The Claims Revolution That's Already Too Late
Evan O'Donnell
Most AI Startups Are Built to Die
My Climate Journey · Jason Jacobs
A Practical Guide to First-Market Fit for Climate Tech Founders
Generative Value · Eric Flaningam
Meta's AI Strategy
Not Boring · Packy McCormick
Capital Intensity Isn't Bad
Saastr
The IPO Renaissance Has Begun: Offerings Are Up 62.5% Already This Year. With Much More to Come.
Harlem Capital
Harlem Capital AGM & Homecoming 2025: Where Wins Meet Purpose
Kevin Stevens
Electricity, Electricity, Electricity
Kevin Stevens
Electricity, Electricity, Electricity
Ben Yoskovitz
The Great Pitch Deck Review: Send Me Your Pitch Deck
Lenny's Newsletter
An AI glossary
Lenny's Newsletter
An AI Glossary
Saastr
Dear SaaStr: How Much Equity is Typically Given Out to the First 50 Employees?
Heartcore
⚓️ Heartcore Insights
Building Rome(s) · Aadil Maan
AI Agents Are The New Flying Cars
Supercruise
Dynamic Learning Pathways
Tomasz Tunguz · Tomasz Tunguz
The Multimodal Lake House : Partnering with Lance

Monday, 23 June 2025

2 pieces
Saastr
From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship
makers + builders · Parul Singh
The Power of Prompt Chains
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