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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

Sunday, 9 March 2025

9 pieces
Investing in AI · Rob May
The Hardware Lottery And The Future Of AI
A Wealth of Common Sense · Ben Carlson
How Many Americans Don’t Save For Retirement?
Saastr
The Top SaaStr Posts and Pods of the Week: CEOs Monday + Procore, YCombinator on Fundraising, The 2025 Vibe Check
Saastr
10 Key Lessons from Calendly’s CPO and Head of UX on Building AI that Actually Works
Fakepixels · Tina He
A Guide to Timetravels
Lenny's Newsletter
Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder)
OpenVC.app
Top 20 podcasts for founders and investors
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Tomasz Tunguz · Tomasz Tunguz
How Much Is A Venture Firm Worth?

Saturday, 8 March 2025

10 pieces
Short-Formed · Anu Atluru
Make Something Heavy
Forerunner Ventures · Forerunner Ventures
The CQ | "Understanding the Present So Clearly, The Future Becomes Inevitable"
Lenny's Newsletter
🧠 Community Wisdom: Designing great performance review templates, balancing oversight and autonomy with junior team members, when to rebuild vs. refactor, more
A16Z Crypto
Seven canonical tokens, defined
Kyle Harrison
Revisiting Competitive Moats
Saastr
Why Some of the Worst Fundraising Advice Comes From Your Existing Investors
Stage 2
How to Build a High-Performance Sales Culture Without Burning Out Your Team
Ed Sim
What’s 🔥 in Enterprise IT/VC #436
Saastr
A Look Back: How $13 Billion Ramp Began To Scale with Co-Founder and CTO Karim Atiyah
Saastr
Dear SaaStr: How Much Rest Do Multibillion Dollar CEOs Get?

Friday, 7 March 2025

21 pieces
Pirate Wires · Mike Solana
It's Time to Talk About America's Disorder Problem
Saastr
When to Hire Your First CFO — From OnlyCFO
A Wealth of Common Sense · Ben Carlson
Is International Diversification Finally Working?
Deepwater Asset Mgmt
How We Invest in Disruption
Net Interest · Marc Rubinstein
Too Big To Fail?
Sequoia
Partnering with Reflection: Toward Superintelligence, with Autonomous Coding
CRV Insights
Power to the Software Engineer — Co-Leading Reflection AI’s Seed and Series A Rounds
Newcomer · Eric Newcomer
Trump Rings in a New Era for Crypto with Plans for Government Stockpile
Climate Tech VC
Meet the FOAK folks
Euclid Ventures
Early-Stage VC in the Age of Vertical AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Investing in Anagram Security
Clouded Judgement · Jamin Ball
Clouded Judgement 3.7.25 - Economic Growth Slowing?
Saastr
Gong Crosses $300,000,000 in ARR. Is Sales Engagement Back?
Battery Ventures
Only the Paranoid Survive: Lessons from Intel and Andy Grove for Today’s AI Startups
Nikunj Kothari
Get discovered by AI or die
Movements · Adam Feldman
Trump Grants Automakers One-Month Tariff Delay Urging U.S. Production Shift | March 7th, 2025
Not Boring · Packy McCormick
Weekly Dose of Optimism #134
99% Derisible · Yoni Rechtman
Legibility and Liquidity
Saastr
Dear SaaStr: What Are The Unspoken Downsides of Being a VC or Angel Investor?
Akshay Mehra
Digital Money's Trio: Stablecoins, Agents, and Wallets
Chamath Palihapitiya · Chamath Palihapitiya
Inside the AI Chip Race with Groq
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