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TUE 27 OCT 2026 · 163 new pieces this week

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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…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 18 December 2024

13 pieces
USV
Four Futures↗AI · Infra · Market
USV
Four Futures
Saastr
5 Interesting Learnings from Databricks at $3 Billion in ARR
Equal Ventures
The Off-Price Edge
Saastr
How to Think About Product-Led Growth, Bootstrapping vs VC, and Early Exits with SaaStr CEO and Founder Jason Lemkin
Next Big Thing · Nikhil Basu Trivedi
Revisiting 2024 Predictions
Nongaap Investing · Mike
[PQ] GDRX: Prescribing a New CEO
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to differentiate your product
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Eff You Money
Saastr
Dear SaaStr: What is the Best Way to Deal With an “Unauthorized Signer” on a Contract?
Dash Media
D Magazine's Dallas 500 List 2025
Nikunj Kothari
2024 → 2025: The Year Ahead in AI
Short-Formed · Anu Atluru
Two Shticks

Tuesday, 17 December 2024

26 pieces
A Wealth of Common Sense · Ben Carlson
Don’t Take the Market Personally
Nkechi Iregbulem
Investing in Nuon
M25 Capital
2024: M25 Year in Review
Nkechi Iregbulem
The Next Standard Oil Will Be Built in Mining
Insight Partners
The state of the AI Agents ecosystem: The tech, use cases, and economics
Generative Value · Eric Flaningam
A Primer on EDA: Software for Semiconductors
Mike Maples Jr.
Visily: Making Implementation Prototypes Real
Obvious Ventures
A new world built around clean energy
Sammy Abdullah
Q3 2024 SaaS Operating Margins
Uncork Capital
Nuon: Bring Your Own Cloud (BYOC), for Everyone
Jared Hecht
Just Because You Can
Jared Hecht
Just Because You Can
Jared Hecht
Just Because You Can
Saastr
4 Truly Great SaaS IPOs Since 2021! But Not Always a Great Win for Their Late Stage Investors
Jordan Nel
Robotics: A Product Selection Problem
The Micromobility Newsletter · Team M
California E-bike Orgs Call for Crackdown on Illegal Motorcycles
Saastr
Change Management for New Leaders: 4 Practical Tips from Front CEO Dan O’Connell
Lenny's Newsletter
The Best of Lenny’s Newsletter—2024 Edition
Picus Capital
Pushing Past L(LM)its: The AI Evolution of 2024 and What Lies Ahead in 2025
Saastr
Dear SaaStr: Is It a Good Idea to Start a Company with a Good Friend?
Earlybird's Insights
Earlybird: 2024 Year in Review
Equal Ventures
The Rise of VPPs: A Grid Solution Whose Time Has Finally Come
Deepwater Asset Mgmt
Deepwater’s 2025 Predictions
Nongaap Investing · Mike
[PQ] TWLO: Chief Legal Officer Resigns
Saastr
Who / What We Are Hiring For at Team SaaStr. Join Us!!
Tomasz Tunguz · Tomasz Tunguz
My Favorite Books of 2024

Monday, 16 December 2024

1 pieces
Tanay Jaipuria · Tanay Jaipuria
Emerging Wedges in Vertical AI Startups
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