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TUE 03 NOV 2026 · 129 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

Thursday, 6 February 2025

5 pieces
Saastr
The Next Big Thing in AI Compliance: What ISO 42001 Means for Your SaaS Company with Prescient Security’s COO
Saastr
Google Cloud + Thread AI: 5 Critical Lessons On Making Enterprise AI Actually Work in Production
Sequoia
Partnering with Avelios: Healthcare for the Modern Age
Matthew Mandel
Presto
Tomasz Tunguz · Tomasz Tunguz
$1.2b of Revenue in 30 Days

Wednesday, 5 February 2025

35 pieces
Denny Gabriel
Coming soon
Patrick Salyer
Finding Product-Go-to-Market Fit (PGMF)
Pirate Wires · Mike Solana
Pirate Wires in Times Square
Deepwater Asset Mgmt
China and EU Aim Tariff Counterpunch at Big Tech
Insight Partners
Do less to drive more impact in 2025: Data from our pipeline generation survey
Saastr
Lessons Learned Rolling out AI Agents to 16,000+ SMB brands with Gorgias’ CTO
My Climate Journey · Jason Jacobs
Demystifying Nuclear Power: A Key to America’s Clean Energy Future
Elad Gil
Leaving Delaware
Lolita Taub
💫 Special Edition: Finding the Right VC Partner in Uncertain Times
Fika Ventures
Why We Invested in Ivo
First Round Review
EvolutionIQ Just Got Acquired for $730M — Here's Their Playbook For Building an Enduring AI Business
Newcomer · Eric Newcomer
EXCLUSIVE: Fundraising Slides Show General Catalyst's Growing Ambitions
Saastr
5 Interesting Learnings from PagerDuty at $480,000,000 in ARR
Sammy Abdullah
Autopsy of a venture backed company
Lerer Hippeau
America’s Relig-ish Revival
USV
Reservoir↗Crypto · DevTools
USV
Reservoir
Menlo
Why We Led Semgrep’s Series D Round: Putting Code Security on Autopilot
Termsheet · Zubair N. Paracha
January Breakdown: Nice One, 500, Keeta, more
Conor Witt · Conor Witt
The Data Tapes Edition #15
Extantia Capital
Bringing Life to Materials to Replace Plastics and Leather: Why We Invested in Modern Synthesis
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Dumbest Trade War
Twelve Below
Solstice Health
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your complete guide to board rooms
Termsheet · Zubair N. Paracha
STC Bank Revenue (2021 - 2024)
Saastr
Dear SaaStr: Do SaaS Companies Typically Pay Their Sales Reps a Bonus on Renewals? If So, How Much is Typical?
Venture Unlocked · Samir Kaji
The Evolution of Venrock: How a Legacy Firm Adapts to Modern Investment Challenges with Brian Ascher
Saastr
IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders
OpenVC.app
Exit Strategy Slide Pitch Deck Best Practices
OpenVC.app
Customer Acquisition Slide Pitch Deck Best Practices
OpenVC.app
Traction Slide Pitch Deck Best Practices and Examples
OpenVC.app
Cover Slide Pitch Deck Best Practices and Examples
OpenVC.app
Problem Slide Pitch Deck Best Practices and Examples
OpenVC.app
Milestones Slide Pitch Deck Best Practices and Examples
OpenVC.app
Roadmap Slide Pitch Deck Best Practices and Examples
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