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MON 26 OCT 2026 · 130 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

Tuesday, 17 December 2024

1 pieces
Tomasz Tunguz · Tomasz Tunguz
My Favorite Books of 2024

Monday, 16 December 2024

26 pieces
Tanay Jaipuria · Tanay Jaipuria
Emerging Wedges in Vertical AI Startups
Casey Accidental
Marketplaces Are Getting Harder. Adapt or Die.
Uncork Capital
A short & sweet Guide to Investor Updates (for early stage companies)
Venture Upward · David Beisel
The Power of Compounding
Equal Ventures
Introducing Stand, the Climate-Resilient Insurer
First Round Review
Everything in Business is About Fighting Entropy — Here’s How Rippling Does It
Newcomer · Eric Newcomer
Is the Tech IPO Window Open?
Dawn Capital
Dawn Product Summit 2024: Five tips for success from leading CPOs
Charles Hudson
Four Blog Posts I Didn't Publish This Year
Deconstructor of Fun
Cracking the Game Growth Code: Lessons from SciPlay
Giuseppe Stuto
The 186 Way: An Authentic Approach to Partnering with Founders
Thomvest
Executive Coach, Mentor, and Consultant: Understanding and Leveraging the Key Differences
Climate Tech VC
🌏 The data center power shift #226
Sammy Abdullah
Q3 2024 Growth Data in SaaS
Radical VC
Max Jaderberg and David Barber on Balancing Research Interests and Entrepreneurship
The Sociology of Business · Ana Andjelic
Cultural programming in action
NextView VC
Repeat Founders and the Risk of a False Positive
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Buy Low, Sell High in China
Collaborative Fund
I Have A Few Questions
Saastr
How Many Sales Reps You Really Need for Next Year
Saastr
Dear SaaStr: If a VC Backs Out of a Signed Term Sheet, Should the Entrepreneur Spread the Word?
European Tech Weekly
European Tech Weekly - Week 50 - 2024
Akash Bajwa
Vertical Integration: Model vs Product Companies
Akash Bajwa
Vertical Integration: Model vs Product Companies
Dash Media
EIEIO...America The Beautiful
Tomasz Tunguz · Tomasz Tunguz
Desktop, Touch, Browser, Now AI? The Next OS in Computing

Sunday, 15 December 2024

9 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Saastr
Top SaaStr Posts and Vids of the Week: GitHub’s CRO, OpenAI on Pricing, A16Z on AI in SaaS, and More!
Lolita Taub
☃️ Wintering, joy, 2025 predictions, VC list of lists, 1-min pitch template and more
Erik Torenberg
Dispatches from the Group Chats Vol 2
Saastr
Pitchbook: 30 VC Firms Raised 75% of All the VC Capital in 2024
A Wealth of Common Sense · Ben Carlson
8 Things I Like and Don’t Like
Lenny's Newsletter
Behind the product: Duolingo streaks | Jackson Shuttleworth (Group PM, Retention Team)
From Cell to System · Morgan Cheatham
Why AI Is Good for Our Health but May Hurt Our Wallets
Saastr
Dear SaaStr: What Are The Best and Worst Parts of a Startup?

Saturday, 14 December 2024

4 pieces
Saastr
One Thing Your Team and Investors Always Need to See: A Clear Path
Dash Media
The GSV Big 10: Honor Roll...Tide!
Apoorv's notes
Why Neuralink is the most important company this decade
Apoorv's notes
Why Neuralink is the most important company this decade
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