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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

Thursday, 12 June 2025

26 pieces
yCombinator
Dalton Caldwell’s Move to Partner Emeritus
Cathay
From Series B to IPO: The Early Bet on Chime, America’s Most Loved Digital Bank
All Raise
Building the Future: Meet Three New Team Members to Expand All Raise’s Impact
Pirate Wires · Mike Solana
Free Mexico!
A16Z Crypto
Special edition: 11 AI x crypto crossovers
Notorious PLG · Zach DeWitt
Notorious: Startup Revenue Growth Rates Are Slowing (Benchmarking)
Saastr
5 Ways AI Has Already Changed SaaS Sales Forever with Perplexity’s CBO Dmitry Shevelenko and SaaStr CRO Confidential Host Sam Blond
Joe Lonsdale
Ep 115: Scott Wu, Devin, and a Trillion-Dollar Opportunity
Menlo
From Insight to IPO: How Chime Became the #1 Most-Loved Banking App
Euclid Ventures
Vertical AI & the Productivity Paradox
Sammy Abdullah
SaaS R&D Spending: What 144 IPOs Tell Us
Short-Formed · Anu Atluru
From "Shadow Artist" to Artist
Pirate Wires · Mike Solana
What Does Waymo Mean?
Fika Ventures
2025 LA First Look Retreat — More Than a Fleet: Motive’s Mission to Redefine the Physical Economy
South Park Commons
Recapping SPC Summer 2025 Demo Faire
A Wealth of Common Sense · Ben Carlson
What If Stocks Don’t Go Up in the Long Run?
Saastr
Why Every B2B Software Company is About to Become a Backend Service. You Need To Get Ahead Of It.
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - A Quick Start Guide for Sales Teams
Sequoia
Partnering with Nominal: Powering the Next Era of Hardware Engineering
David Teten
New video: How Private Equity and VC Investors Accelerate Portfolio Company Success
Feld Thoughts · Brad Feld
Being Full of Value‑Added Shit
Felicis
Third Dimension AI raises $7M to build game worlds with generative AI
Saastr
CMO Budgets Are Flat for 3+ Years. But 99% of CMOs Say Gen AI is a Top Priority.
The Sociology of Business · Ana Andjelic
Haven't We Seen This All Before?
Lenny's Newsletter
35 years of product design wisdom from Apple, Disney, Pinterest and beyond | Bob Baxley
Saastr
Dear SaaStr: When Should I Hire My First AE?

Wednesday, 11 June 2025

14 pieces
Felicis
Armada: Bridging the digital divide for critical industries
Dash Media
🏟️🎙️ Dr. Marcus Elliott, Founder of the Peak Performance Project (P3) | S2 E6
Deepwater Asset Mgmt
Apple Is on a Mission To Nail Siri
Saanya Ojha
Meta’s $14.8 Billion Panic-Acquihire
Feld Thoughts · Brad Feld
30 Minutes of Awesome With Seth Godin
Munich Re Ventures
Breaking Free: How Mechanical Orchard Helps Insurers Transition from Mainframes to the Cloud
Pirate Wires · Mike Solana
I Tried to Start an Education Company and It Failed. I Think I Finally Know Why.
Collaborative Fund
Different Kinds of Smart
Scale Venture Partners
Announcing our investment in Abacum
Lolita Taub
💫 Special Edition: Want $1M to Scale Your Startup? Apply to 43North!
Jack Arenas
Human Ingenuity as the Scaling Limit
Sequoia
Privy and Stripe: Making the Future of Finance Frictionless
Lotus Capital
AI in Clinical Trials: Why Investors Are Watching This Space Closely
Sammy Abdullah
Strategic Investors: Nice to Have, Not Need to Have
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