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MON 02 NOV 2026 · 145 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, 11 March 2025

11 pieces
makers + builders · Parul Singh
Unfair Advantage
Menlo
Villains and Vision: Why We Backed Good Job Games
Lenny's Newsletter
Why you’re so angry at work (and what to do about it)
Saastr
Learnings from Scaling DeepL’s Americas Business from 0 to 40 people and 3x’ing ARR in Under a Year
Ben Yoskovitz
A Deep Dive on Product Roadmaps
Level VC
Using Unstructured Data for Investment Alpha
Saastr
What VCs are Really Looking For: Signs
Sturgeon Capital
Tech IPO's in the GCC
makers + builders · Parul Singh
Chatbots Aren’t Enough: Why AI Agents Need a Whole New UI
Hunter Walk
When Software Eats the World, Vulnerable Populations — Like Kids — Can Get Exposed to Venture Risk…
Tomasz Tunguz · Tomasz Tunguz
Positioning Startups in the Age of AI

Monday, 10 March 2025

26 pieces
Saastr
AI SaaS Leader Moveworks Sells for $2.85 Billion. But Do Most of Their Investors Make Any Money?
Brian Sugar
The Future of Food: Investing in the Wellness Revolution
The Micromobility Newsletter · Team M
Rad Power Bikes CEO Steps Down
Deconstructor of Fun
How Istanbul Became the New Capital of Mobile Gaming – And Where It’s Headed Next
Jeff Morris Jr.
Chapter One Summer Internship Job Posting! 🚀
Revolution Ventures
Local, Circular, Resilient: How Cambium is Shaping the Future of Material Supply Chains
Level VC
Smart Alpha vs Beta in VC
Acrew Capital
A-Commerce Evolution: Agentic Commerce as The New Frontier
Acrew Capital
A-Commerce Evolution: Agentic Commerce as The New Frontier
James Heath
The Talent Trap: Why Europe’s Best Minds Aren’t Founding Tech Giants
James Heath
The Talent Trap: Why Europe’s Best Minds Aren’t Founding Tech Giants
Sammy Abdullah
Venture fundraising decline compared to private equity
Saastr
Your Team Should Be AI Obsessed Right Now. If They Aren’t, It’s a Flag.
Climate Tech VC
🌎 Gas turbine gridlock #236
Radical VC
Rich Sutton on his A.M. Turing Award
Fika Ventures
Our Journey with Edge Impulse: From Vision to Acquisition
The Sociology of Business · Ana Andjelic
Case Study: A24
Stratechery
Apple AI's Platform Pivot Potential
A Wealth of Common Sense · Ben Carlson
Talk Your Book: A Better 60/40 Portfolio
Michael Greeley
South Africa: Will it Usher in the “African Century?”
Saastr
Dear SaaStr: What’s Something on a New VP’s First Day That Sets Off Red Flags?
Saastr
How Sales & Customer Success 10x-ed Glean’s ARR: Lessons from Glean’s VP of Sales and Head of CS
European Tech Weekly
European Tech Weekly - Week 10 - 2025
Akash Bajwa
SaaS 2.0
Akash Bajwa
SaaS 2.0
Dash Media
EIEIO Best of...Answers to the Test

Sunday, 9 March 2025

3 pieces
Generative Value · Eric Flaningam
The Current State of AI Markets
Dash Media
The GSV Big 10: You Are What You Eat
Know Your Growth
Surviving the Chasm
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