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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, 4 June 2025

24 pieces
Also by Roy Bahat · Roy Bahat
How to create and run a successful groupchat: a starter guide↗Market
The Takeoff
Cuts, Care, and Consequences: A Closer Look at the One Big Beautiful Bill Act
Felicis
Investing in Chalk
Felicis
Investing in Archil
NextView VC
Groupthink vs. Group Thinking
Newcomer · Eric Newcomer
Can AI Lift Hollywood Out of Its Funk? Sequoia & Thrive Are Believers
Uncork Capital
Automating Healthcare’s $26B Problem: Why We Invested in Amperos Health
Feld Thoughts · Brad Feld
Being Out And About At Public Events
Pirate Wires · Mike Solana
Space Tech: Florida Wants Your Business — and Is Willing to Fight For It
Point72 Ventures
When AI Helps, Not Hurts, the Entertainment Ecosystem – Our Investment in Fever
Point72 Ventures
When AI Helps, Not Hurts, the Entertainment Ecosystem – Our Investment in Fever
Sammy Abdullah
How to Write a Startup Newsletter VCs Actually Read
Saastr
5 Interesting Learnings from Chime at $2 Billion in ARR
Scale Venture Partners
The AI Dividend: Why startup efficiency keeps rising, even without reallocating spend
Harlem Capital
Meet Harlem Capital’s Summer 2025 Interns and the Launch of Intern Program 2.0
Saastr
The 40% Problem: Do Your Sales Reps Really Cover All Their Accounts? And Is AI The Answer? With Yamini Rangan, CEO HubSpot
Venture Unlocked · Samir Kaji
The New World of VC and Building a Durable Firm with Category Ventures' Villi Iltchev
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will AI Take All Our Jobs?
Acrew Capital
The Emerging Shape of Fintech’s AI-Native Winners
Acrew Capital
The Emerging Shape of Fintech’s AI-Native Winners
Kyle Poyar's Growth Unhinged · Kyle Poyar
The state of B2B monetization in 2025
Saastr
Dear SaaStr: Can I Buy Out My Seed VCs? We’re Doing Well But We’re Not on Venture Path Anymore
Digital Native · Rex Woodbury
The Personalization of Software
Chamath Palihapitiya · Chamath Palihapitiya
2024 Annual Letter

Tuesday, 3 June 2025

16 pieces
Tanay Jaipuria · Tanay Jaipuria
Agentic Commerce is Coming: How AI Will Reshape Online Retail
Pirate Wires · Mike Solana
More American Than America
My Climate Journey · Jason Jacobs
Canada Is Becoming a Launchpad for U.S. Climate and Energy Innovation
A Wealth of Common Sense · Ben Carlson
Is It Finally a Buyer’s Market in Housing?
Saanya Ojha
End of Season Sale in Data Land
Deepwater Asset Mgmt
WWDC Preview: Apple Still Has a Couple of Years to Get AI Right
James Murphy
The Modern Manufacturing Blueprint for Aerospace and Defense
Maveron
Returns Retailer
Saastr
Thoma Bravo’s Record $34.4B Fundraise: Great News for B2B and SaaS Founders
Saastr
Gartner: Only 18% of CROs and 15% of CMOs are considered “AI-savvy” by their own CEOs.
First Round Review
Should You “Rent” an Exec for Your Startup? A Fractional COO Weighs In
Will Ventures
Investing in Israeli Sports & Entertainment
Sammy Abdullah
VC Ownership in 206 IPO’s
Feld Thoughts · Brad Feld
Destigmatizing Mental Health in Entrepreneurship
Ben Yoskovitz
The 10-Step Playbook for Founders When Considering a Micro-Exit
White Star Capital
Building the modern credit network for B2B payments: why we invested in OatFi
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