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SUN 01 NOV 2026 · 162 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 22 May 2025

10 pieces
Insight Partners
Allie K. Miller on why enterprise AI isn’t failing — it’s right on schedule
Apoorv's notes
Why Cars Drive Themselves Before Computers Do
Apoorv's notes
Why Cars Drive Themselves Before Computers Do
Saastr
The AI Wake-Up Call with Jason Lemkin: Why You Need to Move Faster or Get Left Behind
Harlem Capital
Pitch Like a Winner: Building a Deck That Stands Out
The Sociology of Business · Ana Andjelic
Subversion as creative strategy
Lenny's Newsletter
Unconventional product lessons from Binance, N26, Google, more | Mayur Kamat (CPO at N26, ex-Binance Head of Product)
Saastr
Dear SaaStr: How Can I Crush a VP of Sales Interview?
Pirate Wires · Mike Solana
The Soyjakkers Who Hacked 4chan
Tomasz Tunguz · Tomasz Tunguz
Theory is Looking for an Investor

Wednesday, 21 May 2025

30 pieces
Madrona Ventures
5 Non-Negotiables for AI Startups in 2025
Abhishek Maran · Abhishek Maran
Embarking on a New Adventure!
Flare Capital
Surviving Digital Health: How to Build Sustainable Tech-Enabled Service Companies — Part 1: Unit…
Greylock News
Introducing Greenlite AI: AI Workforce to Fight Financial Crime↗Fintech · Security
Alex Lazarow · Alex Lazarow
3 Archetypes For Emerging Market Expansion
Newcomer · Eric Newcomer
Stablecoins Dominate Discussions Alongside a Feisty Debate Over LLMs & Services Businesses at Newcomer's Breaking the Bank Summit Yesterday
Feld Thoughts · Brad Feld
The Power Of Mentorship: A Conversation With Brad Feld and Phil Weiser
Female Founders Fund
Tala’s $300M ARR Milestone Proves the Power of Inclusive Finance
Saanya Ojha
Google I/O 2025: The Empire Strikes Back
Cathay
Fintech Isn’t Just Back, It’s Being Rearchitected for AI
Brian Sugar
The Cardinal Sin: Hiding Bad News
Collaborative Fund
What Comes Next Isn’t a Product. It’s a Provocation.
yCombinator
Welcoming Jon Xu and Andrew Miklas as YC’s Newest General Partners
My Climate Journey · Jason Jacobs
The Cold Chain Opportunity: Climate Innovation Hidden in Plain Sight
Madrona Ventures
Partnering With Yoodli: Where Communication Mastery Meets Startup Excellence
Saastr
5 Interesting Learnings from Palantir at $3.5 Billion in ARR
Youssef Kalad
AI's Labor Problem
Crucible Capital
Understanding the Nuclear Fuel Value Chain
Dash Media
🎙️ Ep. 47 · Colin Kaepernick | Ed on the Edge
Abe Murray
Join AlleyCorp, Viam, Aescape and Halo Braid for a Conversation on AI and Robotics Applications in the Physical World
Abe Murray
Join AlleyCorp, Viam, Aescape and Halo Braid for a Conversation on AI and Robotics Applications in the Physical World
Greylock News
Introducing Greenlite AI: AI Workforce to Fight Financial Crime
Ascend
Investing in Yoodli
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is Financial Education Working?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Intercom's decisive bet on AI
Saastr
Dear SaaStr: How Do I Become a Great Sales Rep?
Digital Native · Rex Woodbury
How AI Is Reinventing Wealth Advisory
John Tough
💥 💪 Introducing Energize Endurance – and building out our team! ⚡⚡
Venture Desktop · Brett Bivens
The Production Capital Mosaic
White Star Capital
Transforming retail security with gesture-based AI: why we invested in Veesion
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