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MON 02 NOV 2026 · 136 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, 26 February 2025

12 pieces
My Climate Journey · Jason Jacobs
The Hidden Power of Nature Data
Patrick Salyer
Pricing & Packaging Pillars For (AI) Startups: Five Models to Consider
Next Big Thing · Nikhil Basu Trivedi
Elicit
Saastr
Are You Really On The IPO Track? If Not, Maybe Don’t Unicorn
Sammy Abdullah
Learnings from the latest SaaS IPO
Saastr
The Journey from Freemium to PLG to SLG: Key Learnings from Dropbox, Salesforce and Vimeo
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Time to Get Bearish?
Madrona Ventures
Investing in Anagram: The Future of Human Security
Kyle Poyar's Growth Unhinged · Kyle Poyar
A very tactical guide to ABM in 90 days
Digital Native · Rex Woodbury
The ChatGPT Prompts That Can Be $1B+ Companies
Saastr
Dear SaaStr: Should SaaS Startups Really Have CROs or COOs? Is That Too Many Management Layers?
Madrona Ventures
AI+Data in the Enterprise: Lessons from Mosaic to Databricks

Tuesday, 25 February 2025

28 pieces
Insight Partners
6 lessons from top execs as they build the future of AI
Pirate Wires · Mike Solana
Sucks to EU
Saastr
The Top 10 Reasons to Attend 2025 SaaStr Annual, May 13-15 in SF Bay!!
Insight Partners
How the Mayo Clinic is transforming healthcare with AI
Frankly Speaking · Frank Wang
Security has an effectiveness problem
Scale Venture Partners
From survival to strength: Startups reaccelerate growth into 2025
Stratechery
AI Promise and Chip Precariousness
Equal Ventures
How Equal operates
A Wealth of Common Sense · Ben Carlson
The Top 10%
Meera Clark · Meera Clark, Partner @ Redpoint
The Conscious Consumer is now Reprogramming Reality.
Meera Clark · Meera Clark, Principal @ Redpoint
The Conscious Consumer is now Reprogramming Reality.
Saastr
The 2021 GTM Playbook Is Mostly Dead. But What’s The AI Era Replacement?
Lerer Hippeau
Announcing Lockchain’s Series A: Conversation with Andrew Howard, CEO of Lockchain, and Andrea…
Lerer Hippeau
Announcing Lockchain’s Series A: Conversation with Andrew Howard, CEO of Lockchain, and Andrea…
Meritech
Meritech Software Pulse | 25-Feb-2025
Jordan Cooper · Jordan Cooper
A very good move
Jordan Cooper · Jordan Cooper
A very good move
Ben Yoskovitz
The Power of Micro-Exits: How I Found Success After Failure
Louis Coppey
Agents-powered B2B marketplaces
Charles Hudson
What if the Current Tech IPO Drought isn't a Drought but the New Normal for Venture?
Lenny's Newsletter
Strategy Blocks: An operator’s guide to product strategy
Saastr
Dear SaaStr: How Do You Know When it’s Time to “Fire Yourself” as a Founder?
Heartcore
✍️ NVIDIA vs. Groq, Transatlantic Alliance in Danger, Orbex Series D round
Brendan Baker
Your Product Tells Us The Story of Your Company: How To Demo Software to VCs
Frankly Speaking · Frank Wang
Price drop!
Nikunj Kothari
Share your obsession
Tomasz Tunguz · Tomasz Tunguz
What Happened to My Traffic?
Multicoin Capital
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