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MON 02 NOV 2026 · 143 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 MarketsSemiconductorsMedia & Entertainment

Wednesday, 5 March 2025

13 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #17
Saastr
The 10-Point Checklist For When You Sell Your Company With Founder Collective
Pirate Wires · Mike Solana
Tangled Up in Methylene Blue
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is a Recession Coming?
Venture Unlocked · Samir Kaji
Embracing AI: Opportunities, Challenges, and the Future of Work
Kyle Poyar's Growth Unhinged · Kyle Poyar
There is no transition "out of sales" as a founder
Extantia Capital
Plastic-eating enzymes redefine recycling: Why we invested in Epoch Biodesign
Dawn Capital
Global Muscle, Startup Hustle: Secrets from Quantexa’s Series F
Matt Turck
Quick S-1 Teardown: CoreWeave
Madrona Ventures
Beyond Quota: How Founders and GTM Leaders Can Build a Predictable Revenue Machine
Matt Turck
Quick S-1 Teardown: CoreWeave
Nikunj Kothari
Mandatory Fun
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide: Essential Management Advice for Startups

Tuesday, 4 March 2025

26 pieces
Emergence Capital
March Newsletter: What More Data Portability Means for Fintech
Uncork Capital
Productive Friction: Why Elite Tech Teams Design for Disagreement
Equal Ventures
AI-Powered, Human-Driven: The Convergence of Digital and Physical Commerce
Frankly Speaking · Frank Wang
Will AI make security easier?
Obvious Ventures
How I Got to Now: Andrew Beebe
Saastr
Egnyte Sells to Private Equity for $1.5 Billion after 18 Years. Slightly Slower and Steady Wins, Too.
Demren Sinik
The AGI Files: The Radical Ideology of Superintelligence
Supercruise
The Case for Bootstrapping (to a point)
Uncork Capital
Numeral’s Big Opportunity: Why We Invested in the Future of Sales Tax
First Round Review
Lessons in Product Scaling and Storytelling from Figma’s CPO
Sammy Abdullah
Bad advice from early stage VC
Pirate Wires · Mike Solana
What Can We Send to Mars on the First Starships?
M25 Capital
Why We Invested in Arrellio
Insight Partners
From innovation to impact: How AI is shaping the future of the financial system
Movements · Adam Feldman
Baby you can share my car...
Point Nine News
A First Landscape of AI-first Service Businesses
A Wealth of Common Sense · Ben Carlson
Predicting a Financial Crisis
MaC Venture Capital
Safer Cities Through Tranquility AI
Harlem Capital
Building Products People Love: Smarter, Simpler Insurance with Fintary & Wagmo
Lenny's Newsletter
1,000,000
Saastr
The Top 10 Customer Success Metrics Investors Really Care About in 2025 with Gainsight’s CEO Nick Mehta
Saastr
Dear SaaStr: What Are Great Examples of Fast Follower Companies That Become Market Leaders?
Tanay Jaipuria · Tanay Jaipuria
Venture Firms Going Public
Denny Gabriel
What makes Fintech Lending in LATAM hard?
Hunter Walk
After Investing $100 Million Into New VC Firms, Here’s What I Look For: Traditional But Better, or…
Multicoin Capital
Jito (JTO) Asset Report

Monday, 3 March 2025

1 pieces
Kanyi Maqubela
On Higher Powers
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