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WED 28 OCT 2026 · 162 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 13 September 2024

5 pieces
AVC · Fred Wilson
Code Tip Cards
Clouded Judgement · Jamin Ball
Clouded Judgement 9.13.24 - 2024 Estimates
Not Boring · Packy McCormick
Weekly Dose of Optimism #111
Fintech Ruminations
The legal Operative System of DeFi: Tau Finance
Fintech Ruminations
The legal Operative System of DeFi: Tau Finance

Thursday, 12 September 2024

31 pieces
Joe Lonsdale
Ep 95: Navy SEAL & Saronic CEO Dino Mavrookas on the Race for Autonomous Ships and Naval Dominance
USV
USV Microfiche Issue #3↗Market
Casey Accidental
The Post-IPO Trough of Sorrow
A Wealth of Common Sense · Ben Carlson
What Happens to the Money Market Cash on the Sidelines?
Point72 Ventures
Fund/Build/Scale Podcast: Navigating the coming Series A crunch with Point72 Ventures’ Sri Chandrasekar
Equal Ventures
Being an “N of 1” firm
Notorious PLG · Zach DeWitt
Notorious: How YC-Backed Artisan Grew by $700K in ARR in Two Months
Ryan Shannon · VC @ Radical Ventures
The Future of M&A
Scale Venture Partners
Robotic Foundation Models are changing the way we build, buy, and fund robotics
Newcomer · Eric Newcomer
Anthropic, Scale & Databricks CEOs Will Speak at the Cerebral Valley AI Summit on Nov. 20 in San Francisco
Point Nine News
Activate Founder Mode
First Round Review
Non-Obvious Signs of Early Startup Traction — And How to Spot Them
New Economies · Ollie Forsyth
The Great Wealth Transfer
New Economies · Ollie Forsyth
The Great Wealth Transfer
From Cell to System · Morgan Cheatham
Who Pays for Healthcare AI - Performance-Based Pricing Models (Part III)
Saastr
Just Being Pretty Good at Venture Capital Isn’t Good Enough
Sammy Abdullah
Rule of 40 in Q2
Equal Ventures
Being an "N of 1" firm
Equal Ventures
Being an N of 1 firm
Equal Ventures
Being a N of 1 firm
Equal Ventures
Breaking the Seed Stage Misconception
Marque VC
A Case for Hacking for Defense at the Service Academies
Jamesin · Jamesin Seidel
Poker Pros & "Chips & Chicks" Poker Nights
The Flywheel · Jake Singer
The Flywheel of Life
Hunter Walk
“One Thing You Wish People Better Understood About Venture Capital” — Part IV, featuring Diana…
Opus Letter · Derek Urben
Opus 25: Investing Adventures in Kazakhstan
Lenny's Newsletter
Land your dream job in today’s market: negotiation tactics, job search councils, and more | Phyl Terry (Author, “Never Search Alone”)
Saastr
Dear SaaStr: When Is the Best Time for a Co-Founder to Leave a Startup?
Glasswing VC
Security Fabric Company Realm.Security Secures $5 Million in New Funding
Lotus Capital
A Look Into Robotics Evolving Market Landscape
Multicoin Capital
The Great Energy Coordination Problem

Wednesday, 11 September 2024

4 pieces
Saastr
From PLG to PLG+SLG – How Lucid Scaled to 70M+ Users
Dash Media
🎙️ Ep 23 · Michael Moe & Brent Peus: GSV + Dash Media at Imagine AI LIVE 2024 | Ed on the Edge
99% Derisible · Yoni Rechtman
Fragmentation and market structure
AlleyCorp
New Monthly Podcast with Kevin Ryan: "This Won't Last"
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