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SUN 18 OCT 2026 · 149 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 & ClimateFintechRoboticsManufacturing & IndustrialsMarketing & Sales TechConsumerCybersecuritySemiconductorsBanking & Capital Markets

Tuesday, 10 September 2024

9 pieces
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

29 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
Greylock News
Congrats, WarpStream and Confluent on Joining Forces
Greylock News
44 of the most promising AI startups of 2024
Reaction Wheel · Jerry Neumann
Resignation letter
The Idea Maze · Rob Go
Gabor Cselle - Pebble, Namo Media, ReMail
Preface Ventures
The “Developing” VC Manager
Lolita Taub
👊🏽 Special Edition: Ganas Ventures Invests in Toolhouse
Insight Partners
Superluminal Medicines Closes $120 Million Series A Round
Pirate Wires · Mike Solana
Pavel Durov’s Arrest Leaves More Questions Than Answers
A16Z Crypto
Defining your brand story, other tips and trends
Hunter Walk
“One Thing You Wish People Better Understood About Venture Capital” — Part I, featuring Andre…
Saastr
The #1 Biggest Issue for SaaS Startups In The End
Sammy Abdullah
Why Refining TAM and ICP is Critical for Growth
Insight Partners
Will Reed Top 100: 18 Insight Partners Portfolio Companies Recognized Among the Top Early-Stage Companies in 2024 Shaping the Future of Workplace Culture
Madrona Ventures
Introducing the 2024 Intelligent Applications 40
European Tech Weekly
Veeva Systems: A Vertical SaaS Champion
Radical VC
Building AI Infrastructure
Climate Tech VC
🌍 CarbonCapture seeks greener (energy) pastures #213
Flare Capital
Where do Healthcare Budgets Match AI Hype? A 10-Year Lookback of Funding Data
Grounded
Workforce Wrap Up: August Edition
The Sociology of Business · Ana Andjelic
How to operationalize cultural influence
Saastr
Dear SaaStr: How Can I Get The Attention of Software VCs?
Deconstructor of Fun
Top 3 Mistakes Gaming Startups Make - According to the VCs
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Dividend Stocks are Cheap
European Tech Weekly
European Tech Weekly - Week 36 - 2024
Akash Bajwa
BizOps As The Connective Tissue In Startups: Bryan Chung
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Thoughts on Corporate-Run Gambling?
Tomasz Tunguz · Tomasz Tunguz
The Rarity Shibboleth

Sunday, 8 September 2024

2 pieces
Matt Roberts
No ‘Real Venture Capital’
Michael Greeley
Ripped From Italian (Venture Capital) Headlines…
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