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SUN 01 NOV 2026 · 170 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, 9 July 2024

24 pieces
99% Derisible · Yoni Rechtman
Our Buyout Thesis
Sequoia
Partnering with Skild: The Future of Embodied Intelligence
Mike Maples Jr.
Today is the Day!
Deepwater Asset Mgmt
Can AI Predict the Future?
Jared Hecht
Real-life Networks
Acrew Capital
Nala — Leveling the Playing Field in African Payments
A Wealth of Common Sense · Ben Carlson
Buying a House at the Top of the Market
Janelle Teng
Navigating creative destruction and potential diminishing returns in AI infrastructure
Saastr
The First VIP CRO+CEO Poker Night at SaaStr Annual!
Mountside Ventures
VC spotlight with Ascension
Saastr
VCs Need You To Be a “Potential Fund Returner” When They Invest. But After? Expectations There Are More Nuanced
Fabrice Grinda
How to host an intellectual dialoging dinner
Ian's Blog: Nominal Returns · Ian Gutterman
Prop Cat Is Significantly Underpriced This Year
My Climate Journey · Jason Jacobs
Our Investment in TELO
My Climate Journey · Jason Jacobs
Our Investment in TELO
Ben Yoskovitz
Recruiting a CEO for a Venture Studio Startup
Lotus Capital
Cybersecurity: A Short History, Modern Category Growth and Deal Environment
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Public and Private Market Credit Opportunities
Lenny's Newsletter
How close is AI to replacing product managers?
Saastr
Dear SaaStr: When Should a Startup Hire its First Sales Person, and What Should Their Profile Look Like?
AVC · Fred Wilson
Board Meeting Suggestions
Turner Novak
🎧🍌 Building Non-Addictive Games for Kids | Melissa Cash, Pok Pok
Terra Nova
SVB Capital’s Dave Mullen: ‘Built Data’ Will Enable the Next Era of AI Adoption
Dawn Capital
Five founders on the AI agents about to join your team

Monday, 8 July 2024

16 pieces
Vinod Khosla
How to Hire a CEO
Matt Brown
How to make money selling money
Sequoia
AI Data Center Buildout
Stratechery
The E.U. Goes Too Far
Sammy Abdullah
In SaaS, growth matters more than profitability, and it’s not even close
Saastr
For Years, SaaS Outperformed Nasdaq. Now, It’s Really Underperforming
Radical VC
CVPR 2024 – Advancing Real-World Applications of Computer Vision
Climate Tech VC
🌏 State of climate tech in H1 2024 #204
Saastr
How To Create Longevity in Your Sales Org & Why That Matters with Justworks’ CRO
Deconstructor of Fun
Squad Busters One Month Later: Down, But Not Out
The Idea Maze · Rob Go
Wendy Tsu - Branch Care and Alley Corp
Grounded
Workforce Wrap Up: June Edition
Saastr
Dear SaaStr: How Can You Ensure a Smooth Transition When A New Team Member Takes Over a Customer Account?
European Tech Weekly
European Tech Weekly - Week 27 - 2024
The Sociology of Business · Ana Andjelic
Customer-driven retail
Alfred Lin
It’s Only a Point
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