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TUE 03 NOV 2026 · 130 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 & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 25 November 2024

8 pieces
The Sociology of Business · Ana Andjelic
The politics of creativity
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Animal Spirits Live
Point Nine News
Some Thoughts on Software
Saastr
Dear SaaStr: How Many Opportunities Should a Sales Rep Handle?
Akash Bajwa
AI GTM: Cloud Prem
Akash Bajwa
AI GTM: Cloud Prem
Dash Media
EIEIO...DOE DOA?
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…

Sunday, 24 November 2024

12 pieces
Michael Greeley
The (Healthcare) Ground Beneath Our Feet…
Meritech
ServiceTitan S-1 Breakdown
Generative Value · Eric Flaningam
The Inference Landscape
Venture Prose
Startup Hunger Games
Saastr
The Top SaaStr Posts, Vids & Pods of the Week: CRO GitLab, CEO Samsara, Sam Blond and CRO Confidential, and More!!
A Wealth of Common Sense · Ben Carlson
Why I’m Selling Some Bitcoin
Equal Ventures
Marketplaces, Brokers and Storefronts
Mike Maples Jr.
Before you Cross the Rubicon
Investing in AI · Rob May
Questions About What Is Next For AI
Lenny's Newsletter
The ultimate guide to founder-led sales | Jen Abel (co-founder of JJELLYFISH)
Saastr
Dear SaaStr: Why Are Pricing Tiers So Effective?
Dash Media
The GSV Big 10: Wrestling With Education

Saturday, 23 November 2024

15 pieces
Forerunner Ventures · Forerunner Ventures
The CQ | The new must-have for overwhelmed kids, & AI defeats Drs at diagnosing illnesses
A16Z Crypto
Gear guide: Our gifts this holiday
Kyle Harrison
The Levers of Innovation
Kyle Harrison
The Levers of Innovation
Lenny's Newsletter
🧠 Community Wisdom: Automating customer support, nailing your product overview video, getting deadline estimates from teams in a healthy way, soft skills as you get promoted, and more
Jessie Harris
The Next Social Network: Fitness Communities
Saastr
Round Trip Employees: When It Works & Maybe When It Doesn’t
Stage 2
How to Perfect Your Pitch
Ed Sim
What’s 🔥 in Enterprise IT/VC #421
USV
The Slow Hunch Podcast: Episode 4 with Jam CEO Dani Grant↗DevTools
Kevin Stevens
Kilowatts and Capital 11.23.2024 - ServiceTitan Files for IPO
Kevin Stevens
Kilowatts and Capital 11.23.2024 - ServiceTitan Files for IPO
Saastr
Dear SaaStr: What are the Signs of an Entrepreneur Who is Over-Prepared for Meetings with Investors?
A Wealth of Common Sense · Ben Carlson
The Wall of Worry is Dead
Pirate Wires · Mike Solana
The Health Gurus of Hereticon

Friday, 22 November 2024

5 pieces
Pirate Wires · Mike Solana
Kalshi Paid Influencers to Target Polymarket CEO After FBI Raid
99% Derisible · Yoni Rechtman
When to Call Me
Obvious Ventures
5 Takeaways from the Cerebral Valley AI Summit 2024
Net Interest · Marc Rubinstein
Lutnick Goes to Washington
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the Cerebral Valley AI Summit
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