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FRI 30 OCT 2026 · 153 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

Friday, 27 September 2024

6 pieces
Saastr
The Revenue Playbook: Rippling’s Top 3 Growth Tactics at Scale with Rippling CRO Matt Plank and Former CRO at Brex Sam Blond 
Not Boring · Packy McCormick
Weekly Dose of Optimism #113
On My Mind · Michael Dempsey
Signal vs. Noise, Market Efficiency, & Evolving Alpha
Saastr
Dear SaaStr: I Don’t Know Marketing. Should We Try to Do It Ourselves or Hire an Agency?
Jessica Lin
On market size
OpenVC.app
The Definitive Startup Glossary: 210 Words Every Founder Should Know

Thursday, 26 September 2024

25 pieces
Saastr
SaaStr Comes to JAPAN November 20 for the All Star SaaS Conference!
BIG by Matt Stoller · Matt Stoller
Enforcers Move to Cut Visa's Private Sales Tax
Maveron
Why digital health startups need “network effects”
From Cell to System · Morgan Cheatham
Healthcare AI Thesis Update
Equal Ventures
The Margin of Trust
Equal Ventures
The Margin of Trust
Acrew Capital
Why I invested in Aembit
Sammy Abdullah
Scaling cash efficiently in SaaS
First Round Review
Passing the Button-Clicker Test, and Other 0 to 1 Lessons from Lattice’s First Marketing Hire
Acrew Capital
AI in the Enterprise: Trends and Insights on Adoption, Implementation, and Security Posture
Acrew Capital
Securing AI in the Enterprise
Rougher Thoughts · Sarah Tavel
Thinking through the future for LLM companies... and what this means for B2B AI startups
Saastr
Can a Sales Team Ever Catch Up For a Slow Year in Q4?
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Nobody Hides Good News
Venture Unlocked · Samir Kaji
Saga Ventures on key lessons on raising a Fund I, building healthy partnerships, and winning in a competitive seed market
A Wealth of Common Sense · Ben Carlson
Planning For Early Retirement
Menlo
Beyond Bots: How AI Agents Are Driving the Next Wave of Enterprise Automation
Menlo
AI Agents at Work: The Next Era of Enterprise Automation
Menlo
AI Agents: A New Architecture for Enterprise Automation
Saastr
Dear SaaStr: Which Mistakes Have You Learned the Most From as an Entrepreneur?
Lenny's Newsletter
You don’t need to be a well-run company to win: Surprising lessons in product leadership and AI strategy | Tamar Yehoshua (President at Glean, ex-CPO at Slack, VP at Google, VP at Amazon)
Turner Novak
🎧🍌 Building an Open Source Security Company | Bobby DeSimone, Founder & CEO of Pomerium
Red River West
Automating complex knowledge work through an agentic platform: our investment in DeepOpinion
Glasswing VC
CISO viewpoint part 2: Finding pearls among perils with AI productivity solutions
Charles Hudson
You're Not the Same Fund Manager You Were When You Started

Wednesday, 25 September 2024

9 pieces
Harlem Capital
Enterprise Vertical SaaS: Lessons from the Titans
Lotus Capital
Security in the World of AI
Revolution Ventures
Dispatches from the Road: Q3 2024
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Reads, Investments, & Job Opportunities
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Reads, Investments, & Job Opportunities
Dash Media
🎙️ Ep 24 · Bill Milliken: Founder of Communities in Schools (CIS) | Ed on the Edge
Battery Ventures
Survey Says: Tech Spending Is Up, But AI Rollouts Slower Than Expected
Twelve Below
Arya
Venture Upward · David Beisel
Building a Body of Work: Beyond the Track Record
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