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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

Wednesday, 21 May 2025

2 pieces
White Star Capital
Transforming retail security with gesture-based AI: why we invested in Veesion
Tomasz Tunguz · Tomasz Tunguz
My Prompt, My Reality

Tuesday, 20 May 2025

29 pieces
Elad Gil
Biotech companies I wish existed
Tanay Jaipuria · Tanay Jaipuria
Infrastructure in the Age of AI Gatekeepers
Uncork Capital
Uncork Sessions: What Former Stripe CTO Wants Every Founder to Know
LDV
LDV Capital's Annual General Meeting 2025: The Visual Tech & AI Experts Building The Future
All Raise
Building a Powerful Future Together
Susa Ventures
Our Investment in Optura
A Wealth of Common Sense · Ben Carlson
7 Attributes of The Millionaire Next Door
Notorious PLG · Zach DeWitt
Why Agents Break PLG (And How to Rebuild It)
Deepwater Asset Mgmt
Apple Appears Ready to Flex Its AI Model Muscles
Jamesin · Jamesin Seidel
Chapter One - General Partner
Frankly Speaking · Frank Wang
High-Leverage Security Engineering Tasks
Lerer Hippeau
Please welcome Mura, the AI platform revolutionizing commercial field service operations
Saanya Ojha
Microsoft & The Open Agentic Web
Pirate Wires · Mike Solana
Smoke Signals
Insight Partners
Sweep Raises $22.5M in Series B Funding Led by Insight Partners to Help Businesses Stay Ahead with an Agentic Workspace for GTM Systems
First Round Review
How to Build for a Market That Doesn’t Exist Yet — Braze’s Path to Product-Market Fit
Stratechery
The Agentic Web and Original Sin
Saastr
The 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires
Virtual Elena · Elena Burger
Toward a working definition of paperclip-punk
Virtual Elena · Elena Burger
Toward a working definition of paperclip-punk
Fintech Ruminations
Circle S-1 and the future of money
Fintech Ruminations
Circle S-1 and the future of money
Flare Capital
From Seed to Hyperscale in 3 Years: How SmarterDx Is Cracking the Healthcare AI Code
James Heath
The World Watches — and So Do LPs
James Heath
The World Watches — and So Do LPs
Lenny's Newsletter
Five principles for successfully managing managers
Ben Yoskovitz
Venture Studios Aren't in the Business of Building Ventures, They're in the Business of Exiting Them
Saastr
Dear SaaStr: What Are The Top 10 Metrics For SaaS Companies To Track?
Lenny's Newsletter
Five principles for successfully managing managers

Monday, 19 May 2025

9 pieces
Nikunj Kothari
The Missing Loop in AI
makers + builders · Parul Singh
Taste Is the New 10x
Casey Accidental
Now You're Thinking With Portals
Venture Prose
100 Entrepreneurs, 1 Journée, 0 Bullshit
Joe Lonsdale
Fix the NIH to Fix American Science
Newcomer · Eric Newcomer
Tech Acquisitions Are Back On (With an Asterisk)
Scale Venture Partners
Q1 Flash report: Startups are back on offense
Pirate Wires · Mike Solana
I'm a Harvard Student. Here's How the Culture War is Playing Out on Our Private Social App.
Saanya Ojha
Agreeable to a Fault. Offensive by Default.
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