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TUE 20 OCT 2026 · 150 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 ToolsEnergy & ClimateFintechManufacturing & IndustrialsConsumerRoboticsMarketing & Sales TechSemiconductorsCybersecurityBanking & Capital Markets

Wednesday, 11 September 2024

14 pieces
Battery Ventures
AI Capex: Don’t Miss the Trees for the Forest
Battery Ventures
Looks Matter (When It Comes to Software Products)
Saastr
5 Interesting Learnings from Rubrik at $920,000,000 in ARR
NextView VC
NextView Brand Refresh: Let’s Build a Future Worth Living In
NextView VC
NextView Brand Refresh: Let’s Build a Future Worth Living In
AVC · Fred Wilson
Startup Mortality Rates
Hunter Walk
“One Thing You Wish People Better Understood About Venture Capital” — Part III, featuring Maya…
A Wealth of Common Sense · Ben Carlson
Animal Spirits: When Your Friends Are Richer Than You
Kyle Poyar's Growth Unhinged · Kyle Poyar
From random to unified GTM in 30 days
Turner Novak
🎧🍌 Inside the beehiiv Playbook with Tyler Denk, Co-founder and CEO
Digital Native · Rex Woodbury
The Egg Theory, Applied
Saastr
Dear SaaStr: In B2B Startups, How Useful is Cold Calling?
Madrona Ventures
Thank You, Big Tech: Fueling Next Tech’s AI Innovation
Tomasz Tunguz · Tomasz Tunguz
The New Software GTM Playbook

Tuesday, 10 September 2024

24 pieces
John Tough
Europe scales up – Energize leads $13M investment into Elum
Munich Re Ventures
From the Home to the Assembly Line, Equipment Tech Innovations Are Enhancing the Built World.
Insight Partners
The next industrial revolution: How software is shaping the future of production
Susa Ventures
Introducing the 2024 Susa Venture Fellows Class
A Wealth of Common Sense · Ben Carlson
Can This Continue?
All Raise
Maven Ventures: A Vision Worth Fighting For
Insight Partners
Qualifyze Raises $54m to Boost Supplier Risk Management in Life Sciences
Frankly Speaking · Frank Wang
Security has too many tools
Jamesin · Jamesin Seidel
Erasing the pain of front-end development.
Greylock News
Deepfakes and the New Era of Social Engineering
VersionOne VC
Announcing our investment in Optimotive
Lerer Hippeau
Please welcome MOTHER, the art and entertainment company creating transformative gaming experiences
Saastr
Should You Really Be Sending SDRs to “Man” Your Booths at Events?
F Prime
The State of Banking Report
Anant Pai
ELI5 #4: Our API Problem
Stratechery
Boomer Apple
Not Boring · Packy McCormick
Vertical Integrators: Part III
Apoorv's notes
Glean: Putting AI to work, at work.
Apoorv's notes
Glean: Putting AI to work, at work.
Hunter Walk
“One Thing You Wish People Better Understood About Venture Capital” — Part II, featuring Victor…
Lenny's Newsletter
How to communicate tradeoffs so leaders will listen
Moonfire VC
Moonshot II: Artificial Chemistry
Saastr
Dear SaaStr: How Can We Best Use Testimonials in the Sales Cycle?
Multicoin Capital
Drift ($DRIFT) Analysis and Valuation

Monday, 9 September 2024

2 pieces
Acrew Capital
Acrew Portfolio in the Fortune Cyber 60 for 2024
BIG by Matt Stoller · Matt Stoller
How Joe Biden Engineered Apple's New AirPods
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