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WED 28 OCT 2026 · 166 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 19 December 2024

9 pieces
The Micromobility Newsletter · Team M
Is the Lectric XP Lite 2.0 the Folding Champ of E-Bikes?
The Sociology of Business · Ana Andjelic
Content is king, but distribution is the kingdom
Lenny's Newsletter
How Shopify builds a high-intensity culture | Farhan Thawar (VP and Head of Eng)
Stratechery
The 2024 Stratechery Year in Review
Saastr
Dear SaaStr: Should We Pay Our Sales Reps on Renewals?
Frankly Speaking · Frank Wang
Thoughts on the Cylance and Arctic Wolf Acquisition
All Raise
Dream Boldly. Aim Higher. Play To Win. Recap of All Raise VC Summit 2024: All Stars
Greylock News
Gen AI Present and Future: A Conversation with Rashmi Kumar, SVP and CIO at Medtronic↗Health · AI
The Generalist · Mario Gabriele
Modern Meditations: Caleb Watney

Wednesday, 18 December 2024

28 pieces
Lowercarbon
Taking a Stand with Property Owners
Lowercarbon
Taking a Stand with Property Owners
Newcomer · Eric Newcomer
Newcomer's Capricious 2024 Silicon Valley Superlatives
Shravan Narayen · Shravan Narayen
What to Watch in 2025
Dash Media
🎙️ Ep 31 · Betsy DeVos: Former U.S. Secretary of Education | Ed on the Edge
Lotus Capital
Pharmacogenomics: Personalizing Medications for Better Outcomes
Greylock News
Gen AI Present and Future: A Conversation with Rashmi Kumar, SVP and CIO at Medtronic 
Pirate Wires · Mike Solana
What Happened to the American Cinematic Universe?
Youssef Kalad
2024 Revealed the Cracks in Our Social Contract: It's Time We Invest in Social Infrastructure
Pirate Wires · Mike Solana
How CNN’s Failure in Syria Was Great for its Genocidal Dictator
Insight Partners
AWARD: GrowthCap Top 40 Under 40 Growth Investors of 2024
Dawn Capital
Insights on building next-wave GenAI companies from Europe’s leading agentic startup founders
Obvious Ventures
A Future Shaped by AI Innovation
Menlo
Unveiling the First Cohort of Anthology Fund-Backed AI Startups
Sammy Abdullah
Q3 2024 SaaS Cash Efficiency Metrics
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

3 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
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