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FRI 30 OCT 2026 · 147 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 & IndustrialsCybersecurityRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Tuesday, 17 September 2024

11 pieces
Craft Ventures
Why We Invested in GreenLite
A Wealth of Common Sense · Ben Carlson
What If You Only Invested At Market Peaks?
Emily Man
Fintech Goes Global: On M&A-led International Expansion through M&A with Eric Rosenthal, Chief Strategy Officer at Rapyd
Not Boring · Packy McCormick
Vertical Integrators: Part IV
Ben Yoskovitz
Connecting Dots and Making Decisions: The Importance of Founder Mode
Lenny's Newsletter
Raising a seed round 101
Short-Formed · Anu Atluru
About Practice
Saastr
Dear SaaStr: When Will VCs Push You To Bring On an Outside / Professional CEO?
Terra Nova
BIP Ventures’ Paraj Mathur: The Next Wave of Vertical Software Adoption Will Be driven by ‘Subterranean’ Industries
European Tech Weekly
European Tech Weekly - Week 37 - 2024
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…

Monday, 16 September 2024

27 pieces
Tanay Jaipuria · Tanay Jaipuria
The Plummeting Cost of Intelligence
Ascend
PHOTOS: Founders Bash 2024
Casey Accidental
I Want My Corners
Lolita Taub
👊🏽 Special Edition: Ganas Ventures Invests in LiquiDonate
Wischoff Ventures
How changes in the home buying process are ushering a new generation of PropTech startups
OpenVC.app
Accounting 101 for Founders: the OPERATOR model
Sammy Abdullah
Q2 SaaS Cash Efficiency Metrics
Pirate Wires · Mike Solana
Censorship for Profit
Climate Tech VC
🌎 Brookfield's Infinium deal fuels e-SAF momentum #214
Radical VC
Introducing World Labs
Saastr
There Probably Is No Downturn in SaaS. It’s Time To Stop Waiting For It To End.
Ian's Blog: Nominal Returns · Ian Gutterman
Industry Cat Loads Are Still Not High Enough
NextView VC
How to Prove Your Market Is “Big Enough” to VCs
Deconstructor of Fun
AI x Game Industry in 2025 - The Unspoken Part
Earlybird's Insights
Dan Lupu Advances the Earlybird Legacy in the CEE Region
The Sociology of Business · Ana Andjelic
Creating demand
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Free Cash Flow
Saastr
Dear SaaStr: Is a Strong Social Media Presence Important as a CEO?
Akash Bajwa
The Untapped B2B SaaS GTM Channel: User-Led Growth
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Antitrust Chief Says Economics Has Its Big Tobacco Corruption Moment
Evan O'Donnell
Will Coding Automation Create a New Paradigm for Open Source?
Deepwater Asset Mgmt
Justification for an iPhone Supercycle
Dash Media
EIEIO...Green, Yellow, or Red
Madrona Ventures
Startup to Scale: A Mini Masterclass in Efficient Growth and GTM
Evan O'Donnell
Will Coding Automation Create a New Paradigm for Open Source?
Tomasz Tunguz · Tomasz Tunguz
2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid Changing Market Dynamics
Multicoin Capital
No title

Sunday, 15 September 2024

2 pieces
Continuations · Albert Wenger
We Need Actually Open AI Now More than Ever (Or: Why Leopold Aschenbrenner is Dangerously Wrong)
Alfred Lin
Ecstatic Highs and Suicidal Lows
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