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MON 02 NOV 2026 · 134 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

Friday, 21 February 2025

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Auctions in AI : Cost of Capital as a Strategic Advantage

Thursday, 20 February 2025

22 pieces
Saastr
Incredbile New Speakers for SaaStr Annual and SaaStr.ai Summit 2025! CEOs Calendly and Bolt; CRO ServiceTitan; CBO Perplexity and Much More!
Hunter Walk
Simple Advice for Junior Folks in Venture Capital: Don’t Be a Generalist.
Notorious PLG · Zach DeWitt
Notorious: 2025 is the Year of the Agentic Workforce
Turner Novak
🎧🍌 Zero to $20m ARR in Two Months: Inside Bolt’s 7-Year Journey to Overnight Success | Eric Simons, Co-founder & CEO
Susa Ventures
Announcing Our Seed Investment in Henry AI
Pirate Wires · Mike Solana
Are We Dating the Same Guy?
Maveron
AI Unleashed: How GPT & Gemini Turned the Tables on Our 2025 Predictions, part IV
Nongaap Investing · Mike
[P] VYX: Checking Out in 2025? (Part 4)
The Micromobility Newsletter · Team M
Lime's Gross Bookings up 31% to $810m in 2024
A Wealth of Common Sense · Ben Carlson
Some Things I’m Thinking About
Saastr
How AI is Really Changing SaaS From CEO of Procore, co-CEO of Monday and Chair of HubSpot
Hunter Walk
“You have to assume every company will have access to the same LLMs and voices.
James Murphy
The Rare Earth Elements Crisis
Not Boring · Packy McCormick
Who is Larry Ellison?
Abhishek Singh
Design in India, Design for the World
The Sociology of Business · Ana Andjelic
Decoding NikeSkims
Opus Letter · Derek Urben
Opus 28: America Inc.
Jamesin · Jamesin Seidel
AI Engine - The Hack
Digital Native · Rex Woodbury
How Consumer Psychology Informs AI Product Design
Saastr
Dear SaaStr: How Many Sales Reps Do I Need?
Pirate Wires · Mike Solana
The Terrorist Propaganda to Reddit Pipeline
Greylock News
Gen AI Present and Future: A Conversation with Swamy Kocherlakota, EVP and Chief Digital Solutions Officer at S&P Global↗Banking · Data · Enterprise

Wednesday, 19 February 2025

17 pieces
Excoastal · Evan Lonergan
What Happened to Excoastal?
Abhishek Maran · Abhishek Maran
Hunger is Not Enough
Lotus Capital
Sam Altman vs. Elon Musk: The Billion-Dollar AI Feud
Dash Media
🎙️ Ep 36 · Dr. Justin Lonon: Chancellor, Dallas College | Ed on the Edge
Also by Roy Bahat · Roy Bahat
The wrong question to ask when considering joining a startup↗Market
Brian Gong
Surfing Nazaré Without Getting Swallowed: How Small VCs Can Compete in a New Era of Venture Capital
Greylock News
Gen AI Present and Future: A Conversation with Swamy Kocherlakota, EVP and Chief Digital Solutions Officer at S&P Global
Sequoia
Partnering with OpenEvidence: A Life-Saving Healthcare Revolution
Sammy Abdullah
The Definitive Book on Negotiation — part 2
Insight Partners
Azara Healthcare and i2i Population Health Unite to Supercharge Safety Net Population Health Management
Matthew Mandel
Against The End of History of Venture Capital
Saastr
5 Interesting Learnings from Similarweb at $260,000,000 ARR
Saastr
The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr CEO and Founder Jason Lemkin
Conor Witt · Conor Witt
The Data Tapes Edition #16
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Life and Death
Kyle Poyar's Growth Unhinged · Kyle Poyar
The good, bad and ugly of SaaS pricing changes
Venture Unlocked · Samir Kaji
The Solo GP Playbook: Zal Bilimoria on Fundraising, Portfolio Strategy, and Founder Relationships
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