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SAT 31 OCT 2026 · 166 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Friday, 26 July 2024

17 pieces
Net Interest · Marc Rubinstein
Britain's Newest Bank
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Why Momentum Matters
Jessica Lin
On 2 weddings, a fax machine & ShiftRx
Deepwater Asset Mgmt
Tesla’s Heavy Bet on the Future of Autonomy Is a Worthwhile Waiting Game
Correlation Ventures
Does Greater Risk Equal Greater Return in U.S. Venture?
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
What Are We Seeing As VCs - Summer 2024 Edition ☀️
Pirate Wires · Mike Solana
How the EU Weaponizes Regulation to Extract Billions from American Tech
Newcomer · Eric Newcomer
Markets Swirl on AI Promises...David Sacks & Parker Conrad Spar on X...A Look Back at Iconiq
Saastr
How is SaaS Doing Today? For 10% It’s Great. For 20% It’s Still Pretty Good. For the Rest? It’s Tough
Julien Lepleux
Venture Capital's Nuclear Error?
Movements · Adam Feldman
Ford's CEO Advocates for Affordable Small EVs Over Large Trucks, Plans Sub-$40,000 Models | July 26th, 2024
Clouded Judgement · Jamin Ball
Clouded Judgement 7.26.24 - Big AI Week!
Not Boring · Packy McCormick
Weekly Dose of Optimism #104
Saastr
Dear SaaStr: I’ve Been Out of Sales For 6+ Years. Is It Too Late to Get Back In?
Red River West
The reverse Lemon Paradox
Glasswing VC
CISO viewpoint part 1: AI’s impact on people, policies & processes
Matthew Mandel
The Three Kinds of “Deep Tech” Startups

Thursday, 25 July 2024

23 pieces
Kojo Osei
The AI Revolution is Still Early
BIG by Matt Stoller · Matt Stoller
Billionaire Orders Kamala Harris to Fire Lina Khan
Travis May
Fears of an AI Bubble Seem Overhyped: A Rebuttal to the Goldman and Sequoia Reports
New Economies · Ollie Forsyth
Generation Z: The Game Changers
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Jake Epstein
A Case for the Data Center
Collaborative Fund
Fill The Bathtub
Notorious PLG · Zach DeWitt
The AI Growth Flywheel: How We're Scaling 11x Fast with Our Own AI SDR
All Raise
All Raise Quarterly Quotient | Q2 2024 in review: A community dedicated to the movement towards…
First Round Review
The Guide to Going Multi-Product: 11 Tactics for Tackling Your Next Bet
Jamesin · Jamesin Seidel
Horizontal AI Infra & "Why Now"
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Sammy Abdullah
SaaS CEO Salaries at IPO
Saastr
New This Week in SaaS with Harry + Jason: Wiz Says No, CrowdStrike Will Endure, Clio at $3 Billion, and More!
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - American Exchange Project (Guest Interview)
Newcomer · Eric Newcomer
Biotech's AI Moment Brings New Tools for Drug Discovery
A Wealth of Common Sense · Ben Carlson
What’s the Worst Long-Term Return For U.S. Stocks?
My Climate Journey · Jason Jacobs
Are Clean Energy Tax Credits Safe in This Election Cycle?
My Climate Journey · Jason Jacobs
Are Clean Energy Tax Credits Safe in This Election Cycle?
AVC · Fred Wilson
Avoiding Account Takeovers
The Sociology of Business · Ana Andjelic
Igniting Organizational Change Through Trust
Lenny's Newsletter
5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
Point Nine News
Choose Abundance
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