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TUE 20 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 & ClimateFintechManufacturing & IndustrialsConsumerRoboticsMarketing & Sales TechSemiconductorsCybersecurityBanking & Capital Markets

Saturday, 31 August 2024

2 pieces
Ed Sim
What’s 🔥 in Enterprise IT/VC #409
Saastr
Dear SaaStr: Is it a Red Flag if The CEO is Only Interested in Selling the Company?

Friday, 30 August 2024

20 pieces
A Wealth of Common Sense · Ben Carlson
Rich vs. Wealthy
Saastr
Navigating Fundraising and the VC Landscape in 2024 with 20VC and Visionaries Club
Deepwater Asset Mgmt
Updated EV Adoption Estimates
Janelle Teng
print(“Hello AI World”): Evolution of the developer economy in the age of AI
Sammy Abdullah
Pricing per user is flawed
Point72 Ventures
TechCrunch: Selling a startup in an ‘acqui-hire’ is more lucrative than it seems, founders and VCs say
Net Interest · Marc Rubinstein
The Wisdom of Crowds
Joe Lonsdale
Ep 94: A Conversation with Turnaround King & U.S. Commerce Secretary Wilbur Ross
Jaclyn Hester
A note to Colorado startup founders
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Sales Stack of the Future
Clouded Judgement · Jamin Ball
Clouded Judgement 8.30.24 - Incrementalism vs Transformative Leaps
Newcomer · Eric Newcomer
Consumer Investors Still Searching for an AI Breakthrough...OpenAI's $100 Billion Valuation...Once Hot Social Apps Fade
Movements · Adam Feldman
UK Cycling Sector Launches "E-bike Positive" to Tackle Battery Safety Fears | August 30th, 2024
AVC · Fred Wilson
Reserves, Recycling, and Returns
Saastr
A 4 Point Test To Know If You Are Ready to Hire BigCo Folks
Julien Lepleux
Selling Nuclear
Nongaap Investing · Mike
[P] ISRG: Intuitive CEO Succession?
Not Boring · Packy McCormick
Weekly Dose of Optimism #109
Boldstart VC
Empowering Dev-First Startups: Ed Sim’s Vision for Boldstart and the Future of Enterprise AI (Venture with Grace)
Saastr
I Launched My SaaS And Have Zero Customers. What Do I Do?

Thursday, 29 August 2024

18 pieces
Saastr
250+ Top CROs and CEOs At SaaStr Annual Poker Night on Sep 11!!
A Wealth of Common Sense · Ben Carlson
Timing the Stock Market Using Valuations
Sequoia
Partnering with Bridge: A Better Way to Move Money
Jason Stoffer
The Bell Isn’t Ringing.
Pirate Wires · Mike Solana
How Wikipedia Launders Regime Propaganda
David Cahn
Morning After the AI Super Bowl
Insight Partners
Celebrating ScaleUp Milestones
Equal Ventures
Energy’s Next Frontier: Knowing Your Customer
Matt Brown
Invisible asymptotes in vertical software
BIG by Matt Stoller · Matt Stoller
Judges Rule Big Tech's Free Ride on Section 230 Is Over
Sammy Abdullah
Learnings from selling code and IP of a dead startup
Saastr
The Top 10 Questions to Ask a VP of Marketing in an Interview (Updated)
Saastr
How, and When, You Can Get a VC from “Maybe” to “Yes”. Hint: A Few More Good Months is Often The Key.
John Tough
Energize NEXT 2024
Kevin Stevens
Lessons from Rockefeller’s Letters to His Son
Kevin Stevens
The Unexpected Parenting Lessons from Rockefeller
Moonfire VC
August '24: AI Hype and Hiring
Ada Ventures
Why we invested: TRACT
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