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MON 02 NOV 2026 · 164 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

Friday, 4 April 2025

1 pieces
Sajith Pai
Context Collapse, Context Capital, and Capital Thoughts

Thursday, 3 April 2025

23 pieces
Nikunj Kothari
Everything is sales
Brian Sugar
Part II: The Real Casualties of America's Tariff War
The Micromobility Newsletter · Team M
Ampler's E-Bikes With USB-C Charging
Brian Sugar
Part I: America's Self-Inflicted Economic Wound
Insight Partners
Deven Parekh on venture capital’s evolution over the past 30 years
Saastr
New!! The First Live “Daily Deal” With Harry Stebbings and Jason Lemkin!! MoveWorks for $2.8 Billion, Is Coreweave In Trouble, Selling to Defese, and More!
Joe Lonsdale
Episode 111: Sen. Tom Cotton on DOGE, TikTok, and "Seven Things You Can't Say About China"
Selina Wang
The $10B+ Opportunity in Healthcare Provider Revenue Cycle Management (RCM)
Frankly Speaking · Frank Wang
Will AI make people care more about privacy?
Notorious PLG · Zach DeWitt
Notorious: How an AI Coding Tool Scaled at Warp Speed to a $10B Valuation (Cursor)
Sequoia
Reflection AI Spotlight
Sammy Abdullah
SaaS Growth Mattered More than Margin in Q1 2025
Turner Novak
🎧🍌 Forage: The Trillion Dollar Opportunity in Restricted Payments with Ofek Lavian, Co-founder and CEO
Saastr
What Your VCs Actually Make (TL;DR — Probably A Lot Less Than You Thought)
First Round Review
Building a Deep Tech Company? Most Startup Advice Doesn’t Apply — Read This Instead
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Three Acquisitions
Insight Partners
How Anand Eswaran is safeguarding the digital world at the helm of Veeam
Newcomer · Eric Newcomer
We're Bringing the Cerebral Valley AI Summit to London on June 25
A Wealth of Common Sense · Ben Carlson
Presidential Partisan Portfolios
Dawn Capital
Dawn Deep Dive: AI and Vertical Fintech Strategies
Menlo
Investing in Solace: Transforming the Way Americans Navigate Healthcare
Saastr
Dear SaaStr: What Are Simple Hacks that Salespeople Use to Confuse Customers?
Tomasz Tunguz · Tomasz Tunguz
What do Tariffs Mean for Startupland?

Wednesday, 2 April 2025

16 pieces
Munich Re Ventures
What’s Next after NEXT — Insurtech Takes Center Stage
Pirate Wires · Mike Solana
Spy Season
NextView VC
Announcing Our Investment in SchoolAI: Personalizing Education for Every Student and Teacher
My Climate Journey · Jason Jacobs
Our Investment in Fourier
Saanya Ojha
OpenAI Is Both a Nonprofit and a $300B Startup - Until Observed
Casey Accidental
Don’t Miss Out on My Product and Growth Programs + Free Event
Madrona Ventures
The Perfect Trip, Revisited: Why We’re Backing Juno
Scale Venture Partners
Should you tip your AI agent? How software pricing is changing in a world of AI services
Lotus Capital
The Healthcare Sherpa: How Navigation Tech Is Becoming the Glue in a Fragmented System
Newcomer · Eric Newcomer
BREAKING: Alleged Deel Spy Confesses to Coordinating with Deel CEO Alex Bouaziz
Pirate Wires · Mike Solana
Bad Ghibli
Saastr
5 Interesting Learnings from Freshworks at $800,000,000 in ARR
Sammy Abdullah
Q1 2025 SaaS Multiples Fall Hard
Conor Witt · Conor Witt
The Data Tapes Edition #19
Harlem Capital
Power 550: The Black & Latino Venture Capitalists You Should Know
Not Boring · Packy McCormick
Hyperlegible 003: Julian Lehr
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