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TUE 27 OCT 2026 · 159 new pieces this week

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Select picks in the past month
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

22 pieces
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

18 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
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