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MON 02 NOV 2026 · 147 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

Saturday, 15 March 2025

3 pieces
Ed Sim
What’s 🔥 in Enterprise IT/VC #437
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How to be a Supercommunicator with Charles Duhigg
OpenVC.app
How to build a startup pitch deck

Friday, 14 March 2025

24 pieces
A Wealth of Common Sense · Ben Carlson
The Stock Market Doesn’t Care What You Say
Turner Novak
🎧🍌 Alloy’s Unconventional Path to $1.5B with Tommy Nicholas, Co-founder and CEO
Kojo Osei
Voice AI: hook, not hammer
The Micromobility Newsletter · Team M
Early Bird Sale Ends Tomorrow - Micromobility Europe 2025
Net Interest · Marc Rubinstein
Banking's Disruptive Competitors
Newcomer · Eric Newcomer
Market Turmoil Collides With AI Progress
Saastr
The Secrets Inside Google Cloud’s Unstoppable Growth with Sarah Kennedy, Vice President Google Cloud Marketing
Vickram Pradhan
Segmenting Healthcare Innovation
BBG Ventures
The Vertical AI Playbook for Scale, a conversation with Nick Ornitz and Julisa Salas
Clouded Judgement · Jamin Ball
Clouded Judgement 3.14.25 - Authentication in the Age of AI Agents
Saastr
No, There Aren’t That Many Deals Where the VCs Make Millions and The Founders Make Nothing
Digital Native · Rex Woodbury
Daybreak: Announcing Our $33M Inaugural Fund
Insight Partners
Before you expand: The legal essentials every founder should know
Sammy Abdullah
SaaS Pricing Done Right
99% Derisible · Yoni Rechtman
Negotiating and Alignment
Movements · Adam Feldman
Waymo’s Robotaxis Are Now Available 24/7 in Silicon Valley But There’s a Catch | March 14th, 2025
Not Boring · Packy McCormick
Weekly Dose of Optimism #135
Acrew Capital
What Midas Investors are Backing in AI @ HumanX
Acrew Capital
What Midas Investors are Backing in AI @ HumanX
Saastr
Dear SaaStr: I’m New to B2B Sales. How Do I Create Urgency?
1517 Fund
Inside v. Outside Context Problems.
Joe Lonsdale
Ep 110: Dr. Mike Israetel on Miracle Drugs, the Aesthetic Revolution, Living to 200 & New Frontiers in AI-Powered Medicine
Greylock News
Gen AI Present and Future: A Conversation with Jim Swanson, CIO at Johnson & Johnson↗Health · Bio · Enterprise
Tomasz Tunguz · Tomasz Tunguz
The Mirage in the Software Clouds

Thursday, 13 March 2025

13 pieces
Newcomer · Eric Newcomer
Everything Is Computer
Nikunj Kothari
Be Proactive
The Micromobility Newsletter · Team M
E-Bike Subscription Startup Dance Grows Revenue 87% to €6.2M in 2023
yCombinator
East Coast College Tour 2025
Uma Chalik
MEXICO CITY: Eat and Drink
Greylock News
Gen AI Present and Future: A Conversation with Jim Swanson, CIO at Johnson & Johnson
Deconstructor of Fun
Inside the Skillz Developer Accelerator: Why $75M is Up for Grabs for Game Studios
Shruti Gandhi · Shruti Gandhi
The Infrastructure Behind AI's 'App Layer'
Shruti Gandhi · Shruti Gandhi
The Infrastructure Behind AI's 'App Layer'
Pirate Wires · Mike Solana
LLM Applications I Want To See
Sammy Abdullah
The components of a SaaS LOI
Saastr
70% of Pipeline from Marketing Comes From Just 4 Things
A Wealth of Common Sense · Ben Carlson
The Top 10 Stocks in the S&P 500
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