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SUN 01 NOV 2026 · 163 new pieces this week

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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Wednesday, 11 June 2025

8 pieces
First Round Review
Is All Micromanagement Bad? Here's How the Best Startup Leaders Balance Details and Delegation
Saastr
5 Interesting Learnings from Circle at $2.3 Billion in “ARR”
Insight Partners
Workflow automation for legal teams: How Flank is empowering law-yers with an autonomous AI agent
Saastr
Every Month is a Good Month to Raise: What 42,000+ Funding Rounds Tell Us About Raising Capital in July
Conor Witt · Conor Witt
The Data Tapes Edition #23
A Wealth of Common Sense · Ben Carlson
Animal Spirits: A Bubble is Coming
Saastr
Dear SaaStr: How Does a Founder Mindset Change As You Go From Startup to Scaleup?
Thomas Reiner
Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)

Tuesday, 10 June 2025

30 pieces
Greylock News
The Rise of AI-Native User Research: From Scheduled Interviews to On-Demand Insight↗AI · Enterprise · DevTools
Tanay Jaipuria · Tanay Jaipuria
Circle S-1 Breakdown
Pirate Wires · Mike Solana
“It Was Chaos” — The LA Riots, a Firsthand Account
Newcomer · Eric Newcomer
Scale AI's Alexandr Wang in the Driver's Seat With Meta Deal
Sam Altman · Sam Altman
The Gentle Singularity
Pirate Wires · Mike Solana
DOGE: A Reckoning
Jarrod Dicker
Media 2025: AI, Agency and the Erosion of the Link Economy
A Wealth of Common Sense · Ben Carlson
The Upside of Gratitude
Denny Gabriel
Can you really build AI unicorns in the public sector?
Deconstructor of Fun
Outsourcing Is Dead. Long Live Co-Development
Greylock News
The Rise of AI-Native User Research: From Scheduled Interviews to On-Demand Insight
Frankly Speaking · Frank Wang
Data security should be making a comeback
Saanya Ojha
WWDC 2025: Liquid Glass, Blurry Vision
Scale Venture Partners
MCP is the new WWW
Venture Upward · David Beisel
Trust
Fika Ventures
2025 LA First Look Retreat  —  Altitude and Advertising: Building MNTN with a Pilot’s Precision…
Sammy Abdullah
Tech founder ownership at 207 co’s
Selina Wang
The Rise of Systems of Consolidation Applications
OpenVC.app
Top 20 crowdfunding platforms for startups
Meera Clark · Meera Clark, Partner @ Redpoint
The AI Interface of Tomorrow
Saastr
The Hidden Truth About Vibe Coding in SaaS: Most B2B Software Was Never Hard to Build
Stratechery
Apple Retreats
My Climate Journey · Jason Jacobs
Our Investment in Rhizome
Not Boring · Packy McCormick
Modern Magnificenza
Saastr
The Private Equity Hangover: What B2B Founders Need to Know About the $3.6T Exit Logjam
Lenny's Newsletter
How to get your entire team prototyping with AI
Saastr
Dear SaaStr: We’re at $8m ARR, Growing 50% and Bootstrapped. Should We Raise a Growth Round?
Lenny's Newsletter
How to get your entire team prototyping with AI
Heartcore
✍️ Heartcore Insights
Tomasz Tunguz · Tomasz Tunguz
Partnering with Maze Security

Monday, 9 June 2025

2 pieces
Nikunj Kothari
Generated Worlds
makers + builders · Parul Singh
The AI companies that will survive the burn
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