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SUN 01 NOV 2026 · 164 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Friday, 17 May 2024

3 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #94
Dawn Capital
How to turbocharge sales growth: Seven top tips from Revolut, Personio and Quantexa
Tomasz Tunguz · Tomasz Tunguz
AI Spending Patterns : It's Not What You Think

Thursday, 16 May 2024

23 pieces
Saastr
SaaStr Europa or SaaStr Annual: Which Should I Go To?
Notorious PLG · Zach DeWitt
Notorious: You Just Have to Care
Joe Lonsdale
Ep 89: Coleman Hughes on "The End of Race Politics" & the Worst Ideas Done in the Name of Diversity
XRC Labs
XRC Ventures Invests in Incora Health
Greylock News
Reinventing Distributed Commerce with AI
Greylock News
The Big 4 Era
A Wealth of Common Sense · Ben Carlson
Hedging Against World War III
My Climate Journey · Jason Jacobs
Cleaning Up a Mess in the Kitchen with Cookstove Offsets
My Climate Journey · Jason Jacobs
Cleaning Up a Mess in the Kitchen with Cookstove Offsets
Munich Re Ventures
It’s Electrifying! How Orange Charger is Bringing Electric Vehicle Charging to Renters’ Doorsteps
A16Z Home Feed
3 Questions With… Varun Krishna, Rocket Companies
A16Z Home Feed
May Fintech Newsletter: New a16z Fintech Podcast, Q&A With Rocket Companies’ Varun Krishna, and More
Sammy Abdullah
Q1 Private SaaS M&A Trends
Menlo
Observe.AI’s Playbook for Enterprise-Scale GenAI
Euclid Ventures
The 5 Business Models of Vertical Software
M25 Capital
From Motor City—The Pick is In!
Saastr
58% of You Say Sales Cycles Are Even Longer in 2024
Saastr
What’s Happening in B2B SaaS in 2024 and Beyond with Zapier CEO Wade Foster and SaaStr CEO Jason Lemkin
Saastr
Dear SaaStr: Should Founders Start Their Vesting at Date Of Incorporation So They Have Vesting Prior to Raising VC Capital?
Lenny's Newsletter
Be fundamentally different, not incrementally better | Jag Duggal (Nubank, Facebook, Google, Quantcast)
AfterWork Reading
The Future of Spatial Computing
Tomasz Tunguz · Tomasz Tunguz
BI's Third Form : Office Hours with Benn Stancil
The Generalist · Mario Gabriele
Modern Meditations: Tyler Cowen

Wednesday, 15 May 2024

14 pieces
Abhishek Maran · Abhishek Maran
On Unique Insight
Into the Metaverse
[crypto]currency
Into the Metaverse
[crypto]currency
A16Z Home Feed
AI Talks Leave ‘Little Tech’ Out
Dash Media
📲 Daily Dash | May 15, 2024
Venture Upward · David Beisel
Always Leave them Wanting Your Money
Saastr
The State of Subscription Apps with RevenueCat’s CEO Jacob Eiting and Growth Advocate David Barnard
Pirate Wires · Mike Solana
Does Testosterone Make You Gay?
Venture Unlocked · Samir Kaji
Amy Saper of Uncork Capital on how startups should embrace constraints to foster creativity, and her learnings from being at Accel, X, Uber, and Stripe
Kevin Stevens
The Trade Wars Come to EVs
Newcomer · Eric Newcomer
'The Dictator': Chamath Palihapitiya's Broken Professional Relationships
Ian's Blog: Nominal Returns · Ian Gutterman
The Problem With Longer Auto Claims Patterns
Trace Cohen
Why Most LPs Are Playing it Safe Right Now
A16Z Home Feed
Security Founders Talk Shop About Generative AI
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