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MON 02 NOV 2026 · 149 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 1 October 2024

24 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Risk in Real Estate
Sequoia
A Startup Founder To Scaleup CEO’s Journey from $0 to $25billion (Halliganisms)
Obvious Ventures
5 Takeaways from Climate Week 2024 
Sammy Abdullah
SaaS team building advice with Bob Marsh
The Idea Maze · Rob Go
Tom Petit - Didero
Saastr
Your Core CAC vs. Your Expansion CAC: One Trophy, But Two Goals
Newcomer · Eric Newcomer
Listen: Open AI's 'Great Man,' AI Regulation & Drugs
Greylock News
Introducing Resolve: An AI Production Engineer
Insight Partners
AWARD: GrowthCap Top Software Investors of 2024
Lenny's Newsletter
A PM’s guide to influence
VersionOne VC
Q3 2024 Portfolio in Review
Not Boring · Packy McCormick
Cuby: The House Factory Factory
Sequoia
Partnering with Eon: Cloud Backup Reinvented
Deconstructor of Fun
4 x Reasons Why Squad Busters Suffers While Brawl Stars Soars
Deconstructor of Fun
4 x Reasons Why Squad Busters Suffers While Brawl Stars Soars
Terra Nova
S32’s Wesley Tillu: Investing in the Age of AI Acceleration
Saastr
Dear SaaStr: What Are Some No-No’s When It Comes to Working with VCs?
Nongaap Investing · Mike
[PQ] RBRK: Rubrik's Cube
Hunter Walk
I Once Feared Professional Irrelevance. Now I Embrace It.
Optimistic about Labor in an AI Age
Optimist Ventures: Opening Day
AfterWork Reading
Investment Notes: Enrola
OpenVC.app
The Startup Lifecycle Stages: From Garage to Unicorn
OpenVC.app
Serial Founder, Angel Investor & VC: Max Fleitmann
Tomasz Tunguz · Tomasz Tunguz
Where is the Budget for AI Coming From?

Monday, 30 September 2024

16 pieces
Tanay Jaipuria · Tanay Jaipuria
OpenAI and Anthropic Revenue Breakdown
First Round Review
How to Measure Product-Market Fit
Jared Hecht
Home On The Internet
Jared Hecht
Home On The Internet
Jared Hecht
Home On The Internet
Brian Gong
Re-Imagining Core Systems in Legacy Industries
BIG by Matt Stoller · Matt Stoller
Safelite Is a PBM
Climate Tech VC
🌍 ICYMI at NYCW #216
On My Mind · Michael Dempsey
Megalopolis & Self-Protectionism
Saastr
The SaaS Era of 2013-2022 is Over. Welcome to The World of Hyperfunctional SaaS.
Radical VC
The World’s First AI-Native Investment Bank
The Sociology of Business · Ana Andjelic
Product-led organization
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Next Catalyst for Crypto Assets
Saastr
Dear SaaStr: Does Being a Strong Operator Make You a Better Investor?
Moonfire VC
September '24: The Future of Play
Moonfire VC
Gaming in the time of infinite content
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