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SUN 01 NOV 2026 · 163 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 TechSemiconductorsConsumer

Friday, 13 June 2025

28 pieces
Building Rome(s) · Aadil Maan
Troubleshooting As A TPM In An AI Future
7wire Ventures
Garner Health Podcast with Guest Lee Shapiro
7wire Ventures
Garner Health Podcast with Guest Lee Shapiro
A Wealth of Common Sense · Ben Carlson
3 Charts That Will Surprise You
Feld Thoughts · Brad Feld
Steve Ballmer’s Tricks
Saanya Ojha
AI Goes Nuclear
Cathay
Cathay Innovation Closes $1B VC Fund
Net Interest · Marc Rubinstein
Secret Diary of a Hedge Fund Allocator
Scale Venture Partners
The infrastructure and models we wish we had: Building for the next generation of venture
Pirate Wires · Mike Solana
The Billboard Lawyers Coming for AI
Sammy Abdullah
How One SaaS Company Nails CS, Sales, and Pricing
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
AI M&A This Year Has Been 🔥
Climate Tech VC
🌎 Our 2025 climate tech investor pulse check
Hunter Walk
$CHYM TIME: The Three Boxes Chime’s IPO Checked for Me
Hunter Walk
$CHYM TIME: The Three Boxes Chime’s IPO Checked for Me
Newcomer · Eric Newcomer
AI Moguls Vie for Leadership Crown
Saastr
The VP of AI Trap: Why Hiring One Exec Won’t Transform Your Company. In Fact, It May Make It Worse.
Ian's Blog: Nominal Returns · Ian Gutterman
The Insurance Startup Funding Vacuum
99% Derisible · Yoni Rechtman
Six Themes for 2025
Clouded Judgement · Jamin Ball
Clouded Judgement 6.13.25 - The Battle for Data Ownership
My Climate Journey · Jason Jacobs
How the Budget Bill Could Reshape America’s Energy Future
Dash Media
☀️EP. 12 · Kyle Smitley: Founder & CEO, Detroit Achievement Academy | Edreform in 10
Not Boring · Packy McCormick
Weekly Dose of Optimism #148
Saastr
A16Z: The Median Enterprise AI Startup now Hits $2.1M ARR by Month 12
Grant Gregory
[Repost] The Future of Fish, and Food
Saastr
Dear SaaStr: What Are Some Interview Questions a CEO Can Ask an Account Executive?
Travis May
Meta’s Bet on Scale AI Is Just the Beginning of the AI Data Wars
Tomasz Tunguz · Tomasz Tunguz
The Coming Wave of Acquihires

Thursday, 12 June 2025

12 pieces
Brian Sugar
The Art of Mentorship in Seed Investing
Nikunj Kothari
Care requires conflict
Vickram Pradhan
Why Venture Math is Different for Family Offices
Dash Media
🎙️ Ep. 50 · Admiral William McRaven | Ed on the Edge
The Micromobility Newsletter · Team M
Voi, Dott, and Lime Win E-Bike Tender in Paris
Munich Re Ventures
Transforming the Energy Value Chain, One Electron at a Time
Bilal Zuberi
Nominal sits down with Red Glass Ventures
Saanya Ojha
Much Ado at OpenAI
Sierra Ventures
Engineering for the Enterprise: When AI Meets Real-World Complexity
Collaborative Fund
Very Bad Advice
Feld Thoughts · Brad Feld
Being Full of Value‑Added Shit
Turner Novak
🎧🍌 How to Skip Your Seed, Pre-Seed Lessons Building Afore to $500M+ AUM | Anamitra Banerji
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