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SUN 01 NOV 2026 · 168 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

Tuesday, 16 July 2024

12 pieces
Battery Ventures
Sound Bites: Lessons in Software Leadership with Andy Kofoid
Medha Agarwal
AI & its Impact on Vertical SaaS: The Gates of Distribution have Flung Open
Sammy Abdullah
AE metrics from 172 SaaS companies
Saastr
CRO Confidential: How Wiz Went From $0 to The First $100M with Wiz ex-CRO Colin Jones (Pod 665 + Video)
Julia Maltby
AI Apps Deliver Outcomes — So Why Are They Still Charging Like Old School SaaS?”
Clouded Judgement · Jamin Ball
OneStream: Benchmarking the S1 Data
notes & upside · Nandu Anilal
Infrastructure after AI Scaling
Saastr
Dear SaaStr: Am I Better Off Hiring an Outside CEO or Promoting Someone From Within?
Saastr
What a Typical Day Looks Like for a SaaS Sales Rep
Lenny's Newsletter
Taking the week off
Short-Formed · Anu Atluru
Cool Self
OpenVC.app
From Startups to Unicorns: Phil Nadel has invested over $100M into 200+ startups

Monday, 15 July 2024

24 pieces
Tanay Jaipuria · Tanay Jaipuria
Three Archetypes of AI Application Startups
Madrona Ventures
Hiring Sales Leaders is Hard — Here’s How To Make It Easier
New Economies · Ollie Forsyth
AI Investors
New Economies · Ollie Forsyth
AI Investors
Terra Nova
IVP’s Karthik Ramakrishnan: Navigating Disruption In Vertical AI SaaS
Equal Ventures
Climate Resilience & the Insurance Industry
BIG by Matt Stoller · Matt Stoller
Inside the Mafia of Pharma Pricing
Equal Ventures
Climate Resilience & the Insurance Industry
Frankly Speaking · Frank Wang
Assessing the Wiz-Google deal
Battery Ventures
The Future of AI-Powered Training: Conversational Coaching
Climate Tech VC
🌎 Labouring for a greener UK grid #205
Battery Ventures' Substack
The Future of AI-Powered Training: Conversational Coaching
Saastr
Everyone’s Adding AI. But That Doesn’t Mean It’s Accelerating Growth.
Sammy Abdullah
Updated SaaS M&A multiples through June
Radical VC
Agents Are The Future Of AI. Where Are The Startup Opportunities?
Saastr
What is a Successful Pivot in SaaS with Skyflow’s CEO Anshu Sharma
The Sociology of Business · Ana Andjelic
PRODUCT WARS
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Trend Following with Eric Crittenden
Deconstructor of Fun
Behind the Wheel: How Hutch Built Strong Partnerships with Car Manufacturers
Saastr
Dear SaaStr: What’s The Strangest Thing You’ve Learned About Entrepreneurship?
BIG by Matt Stoller · Matt Stoller
Monopoly Round Up: A Judicial Conflict Over the FTC Non-Compete Ban?
Making Connections by Jax
The Voice AI Revolution
Alfred Lin
Speed Above All Else
Tomasz Tunguz · Tomasz Tunguz
Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?

Sunday, 14 July 2024

4 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Lolita Taub
☀️ Special Edition: Apply for a $100K Investment at Ganas Ventures
A Wealth of Common Sense · Ben Carlson
A Balanced Portfolio Always Comes with Regrets
Saastr
Dear SaaStr: How Hard Is It To Break Into Venture Capital?
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