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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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 24 May 2025

3 pieces
Fakepixels · Tina He
AI, Heidegger, and Evangelion
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Nasdaq 100 of Crypto
Saastr
Dear SaaStr: We’re At $3m ARR Growing 35%. What Does The Future Look Like?

Friday, 23 May 2025

21 pieces
A Wealth of Common Sense · Ben Carlson
Where is All of the Money Coming From?
Caitlin Bolnick
5.23.25
Saanya Ojha
Claude 4 Codes, Plans, and Might Call the Cops on You
Net Interest · Marc Rubinstein
Mad-Eye Moody's
Jessica Livingston
Find Your People
On My Mind · Michael Dempsey
Narc Claude & The Mid-Stage of the AI Lab Cycle
Insight Partners
Leading Microsoft Dynamics ISVs Combine to Create Global Solution Suite with Significant Growth Investment from Insight Partners; Joakim Alm Named CEO
Climate Tech VC
🌎 The hope and hype of fusion
Dash Media
☀️EP. 9 · Dr. Carole Basile: Dean, Mary Lou Fulton College for Teaching and Learning Innovation at ASU | Edreform in 10
99% Derisible · Yoni Rechtman
Commitment as Leverage
Saastr
The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout
Boldstart VC
Ed Sim on the Carta Podcast: Backing Founders From Day Zero
Clouded Judgement · Jamin Ball
Clouded Judgement 5.23.25 - AI Grows the Size of the Prize
Not Boring · Packy McCormick
Weekly Dose of Optimism #145
Saastr
How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today
Joe Lonsdale
Our Schools Teach Our Kids to Love Socialism. Let's Teach them Liberty.
Saastr
Dear SaaStr: What Is It Like … After Your Startup is Acquired?
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: A Primer on Mag7 (Part 2)
Deepwater Asset Mgmt
Ive Wants Us to Move Past the Screen: What It Means for Apple and Google
Greycroft.com
MNTN’s Journey to IPO
Tomasz Tunguz · Tomasz Tunguz
What's in Your Bank's Wallet?

Thursday, 22 May 2025

16 pieces
Nikunj Kothari
Don't do it for X
Newcomer · Eric Newcomer
11 Videos from Breaking the Bank: Zach Perret from Plaid, Josh Reeves from Gusto, Jackie Reses from Lead Bank & More
The Micromobility Newsletter · Team M
Understanding Voi's Q1 2025 Financials
Point72 Ventures
Our Investment in CX2
Point72 Ventures
Our Investment in CX2
Jack Arenas
What Should Our Kids Actually Learn?
Jeff Morris Jr.
The Scoreboard Just Reset
Revolution Ventures
Rising Returns: A New Era of Investing in Women’s Sports
Feld Thoughts · Brad Feld
Venture Deals Summer Course 2025 Enrollment Is Open
Glasswing VC
AI Atlas: Exploring a New Frontier for LLMs
X 100PRD · Angelo
Prefontaine Theory of Business: Run to Win
Saanya Ojha
Designing the Default: OpenAI, Jony Ive, and the $6.5B Attempt to Reboot Reality
A Wealth of Common Sense · Ben Carlson
The Dumb Money Isn’t So Dumb Anymore
NextView VC
Why Is There So Much Turnover In Venture Capital?
Turner Novak
🎧🍌 Cendana's Michael Kim on Characteristics of the Top VCs, How Seed Funds Compete vs Multistage Firms, Portfolio Construction Best Practices
Euclid Ventures
Vertical AI's Integration Problem
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