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MON 02 NOV 2026 · 161 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

Tuesday, 6 May 2025

1 pieces
USV
Philosophy Mondays: Values (Part 3)↗Market

Monday, 5 May 2025

27 pieces
Madrona Ventures
Designing AI’s Future: Why We Invested in Recraft
Grayson Judge
Tomorrow is an archipelago
makers + builders · Parul Singh
Compounding in the Age of Generative Software
Pirate Wires · Mike Solana
Exclusive: US House Committee Urges Investigation into Chinese Robotics firm Unitree
Kojo Osei
There should be no AI button
Saanya Ojha
🧾 Weekly Wrap Sheet (05/02/2025): Frontier Firms, Default Interfaces & Big Tech Tailwinds
Net Interest · Marc Rubinstein
The View From Goldman: An Interview with Richard Ramsden & Alex Blostein
LDV
After 7 Years of Success, Ezra Joins Function Health to Continue Their Vision on Delivering Proactive Health Diagnostics
Feld Thoughts · Brad Feld
Book: Carrie Soto Is Back
Saastr
The Top 10 SaaStr 2025 Sessions So Far! OpenAI VPM, HubSpot CEO, Canva CCO, DropBox and Snowflake CEOs!
Menlo
Eppo Joins Datadog: A Big Win for Experimentation and the Modern Growth Stack
Stratechery
Platform Power Is Underrated
Sequoia
Partnering with FastAPI Labs: Simplified App Deployment 
Deconstructor of Fun
AppLovin: The Apex Predator
Saastr
The Deadly “AI Slow Roll” in SaaS: It May Cost You Everything
The Micromobility Newsletter · Team M
Ride High🎉: The Official Rooftop Afterparty of Micromobility Europe 2025
Radical VC
Transforming the Physical World with Artificial General Engineering Intelligence
Coding VC · Leo Polovets
The Explore/Exploit Framework for Startups
The Sociology of Business · Ana Andjelic
Case study: Formula One
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The CLO Playbook
Lenny's Newsletter
Vibe coding a 3D multiplayer game in 15 minutes—with no game dev experience | Cody De Arkland (Senior Director of Developer Experience at Sentry)
European Tech Weekly
European Tech Weekly - Week 18 - 2025
Marque VC
The Merge Podcast: Golden Dome, DIU, and the Innovation Reckoning
Michael Greeley
Disabling Safety Nets for the Disabled…
Saastr
Dear SaaStr: Why Do Enterprise Customers Insist on Pilots?
Brian Sugar
What Star Wars Taught Me About Watching My Daughter Grow Up
Tomasz Tunguz · Tomasz Tunguz
No Asterisk Needed

Sunday, 4 May 2025

10 pieces
Generative Value · Eric Flaningam
The Hyperscalers & Risk-Adjusted AI
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Alex Lazarow · Alex Lazarow
Introducing Fluent Ventures & Geographic Alpha
Short-Formed · Anu Atluru
THE MEDIA-MACHINE SINGULARITY
Saastr
Top SaaStr Posts and Pods of the Week: Rippling’s CEO, How AI is Changing Sales, and 20VC + SaaStr Are Back!
Saastr
7 Ways AI Will Change Sales In The Next 12 Months
Investing in AI · Rob May
Our Most Controversial Thesis: Open Source SuperIntelligence Will Be Widely Available
Fakepixels · Tina He
The personal propaganda evolution
A Wealth of Common Sense · Ben Carlson
Financial Context Required
Lenny's Newsletter
Inside Devin: The world’s first autonomous AI engineer that's set to write 50% of its company’s code by end of year | Scott Wu (CEO and co-founder of Cognition)

Saturday, 3 May 2025

2 pieces
Jack Arenas
Return of the Grind
Lenny's Newsletter
🧠 Community Wisdom: Recommendations for feel-good content, measuring success of a PM, how to start your entrepreneurial journey, taking a day off to upskill, and more
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