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MON 02 NOV 2026 · 162 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

Thursday, 27 March 2025

17 pieces
Crucible Capital
Give Me Power, Liquid Cooling, and Transformers: Crucible Capital Datacenter Connect Recap
Deepwater Asset Mgmt
To What Extent Does a 25% Auto Tariff Boost Demand for Tesla Deliveries?
Correlation Ventures
When One Window Closes, Another One Opens?
USV
The DC Revolution Will Not Be Centralized↗Climate
USV
The DC Revolution Will Not Be Centralized
A Wealth of Common Sense · Ben Carlson
When Will Housing Prices Fall?
Sammy Abdullah
The right way to ask investors for help
Alex Danco's Newsletter
Scarcity and Abundance in 2025
Dash Media
☀️EP. 1: Jeanne Allen: Founder & CEO, CER and Michael Moe: Founder & CEO, GSV
Saastr
Yes, SaaS is Back. But Every CFO I Know Is Still Doing Vendor Reviews. And Still Hoping to Consolidate Vendors.
Female Founders Fund
Introducing Ekyam.Ai, led by former Eloquii CEO Mariah Chase
Saastr
Before Jeff Lawson Co-Founded $16 Billion Twilio, He Was CTO of StubHub. But He Didn’t Make Much Because, “I Never Really Committed”
Flare Capital
Investing in Layer Health
Lenny's Newsletter
How to win in the AI era: Ship a feature every week, embrace technical debt, ruthlessly cut scope, and create magic your competitors can't copy | Gaurav Misra (CEO and co-founder of Captions)
Saastr
Dear SaaStr: How Do I Get My First 10 Customers?
Sturgeon Capital
Why We Invested - Farel
Madrona Ventures
RAG Inventor Talks Agents, Grounded AI, and Enterprise Impact

Wednesday, 26 March 2025

22 pieces
Saastr
Bloomberg: OpenAI to Hit $12.7 Billion in Revenue This Year. But Won’t Be Profitable Until $125 Billion in Revenue.
JP Guite · JP Guite
Q1’25 Insurtech Market Map ️
Optimistic about Labor in an AI Age
Insurtech Spring has Sprung
Abhishek Maran · Abhishek Maran
Superfluid Podcast Episode #1 - Tim Doyle on raising $100M+ for Eucalyptus
Revolution Ventures
Steve Case Testifies on Expanding Access to Capital Across America
My Climate Journey · Jason Jacobs
The $23.7 Billion Insurance Gap: How Wildfire Victims Are Left Behind
Sammy Abdullah
Learnings from Blackberry’s Failure
Jamesin · Jamesin Seidel
Things I've been thinking about -
Lotus Capital
Why Biotech Is Quietly Booming in Private Markets
Sequoia
Partnering with Mercury: The Business Banking Platform of the Future
First Round Review
How I Spent 17,784 Hours in 5 Years as a Startup Founder
Matt Brown
Vertical AI: beware what you wrap
Saastr
5 Interesting Learnings from Rubrik at $1.1 Billion in ARR
Battery Ventures
Bull or Bear? A Mock Buy, Sell, Hold Report on Popular SaaS Marketing Practices
Battery Ventures
Bull of Bear? A Mock Buy, Sell, Hold Report on Popular SaaS Marketing Practices
Nongaap Investing · Mike
[P] ILMN: Activist In, Chairman Out
Not Boring · Packy McCormick
Hyperlegible 001: Tina He
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Did Trump Blink?
Kyle Poyar's Growth Unhinged · Kyle Poyar
It's not brand vs. growth
Digital Native · Rex Woodbury
4-Wheel Suitcases and Innovations Hiding in Plain Sight
Saastr
Dear SaaStr: What Skills Do I Have to Learn To Get Good At Enterprise Sales?
Tomasz Tunguz · Tomasz Tunguz
The Price of Distinctiveness

Tuesday, 25 March 2025

1 pieces
Twelve Below
Voiceops
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