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SUN 01 NOV 2026 · 163 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 TechSemiconductorsConsumer

Friday, 10 May 2024

2 pieces
Saastr
How to Back Into a Fair Valuation For Your Seed Round (Or Later)
Frankly Speaking · Frank Wang
Security for developers: Basic web security

Thursday, 9 May 2024

22 pieces
Mike Maples Jr.
Pattern Breakers book now available for pre-order
Ascend
Meet Sunil Nagaraj: The Bay Area VC Nerding Out on ‘Software Beyond the Screen’
Jared Hecht
Powerful Pockets of Internet
A Wealth of Common Sense · Ben Carlson
Is Social Security Going Bankrupt?
99% Derisible · Yoni Rechtman
When and How to Back Franchise or Biz-In-A Box Concepts
Pirate Wires · Mike Solana
The End of Social Media: An Interview With Jack Dorsey
Kojo Osei
Language models don't have to reason to be useful
TX Zhuo
Our next chapter at Fika
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - What is "Venture Scale?"
A16Z Home Feed
Investing in Yellow
Saastr
Why SMB and Enterprise Sales Have Nothing In Common
Saastr
Doubling Down: Andrew Steele, Partner at Activant Capital
Saastr
Dear SaaStr: How Many Hours a Week and On The Weekends Did You Work as a Founder?
Fintech Ruminations
The awakening of the sleeping giant: Bitcoin Defi
Fintech Ruminations
The awakening of the sleeping giant: Bitcoin Defi
Picus Capital
The AI Product Conundrum: Realities and Remedies in AI Application Development
Digital Native · Rex Woodbury
Where Does AI Go From Here?
Earlybird's Insights
Mastering the Startup Sales Journey
Harlem Capital
The Harlem Capital Effect: A GLIMPSE AT HCP’S FIVE YEARS OF IMPACT
Tomasz Tunguz · Tomasz Tunguz
A Series of Unfortunate Decisions
Multicoin Capital
The Dawn of Bitcoin Programmability
Tomasz Tunguz · Tomasz Tunguz
The Fastest Growing Category of Venture Investment in 2024

Wednesday, 8 May 2024

15 pieces
Saastr
You Can Do Your Own Customer Event at SaaStr Annual 2024!
Abhishek Maran · Abhishek Maran
The Best Way to Build an Authentic Relationship
Deepwater Asset Mgmt
A Clearer Picture of Apple’s China Business Emerges
Dash Media
🎙️ Ep 11 · Ed on the Edge | Becoming The Person You Needed Most As A Child: Drummond Money-Coutts
yCombinator
Lessons on building hardware from the founders of Eight Sleep
Obvious Ventures
Generative Science: Our Contrarian View of AI 
Trace Cohen
“Hardware is Hard!” — Interview with Fi, The Smartest Dog Collar
Dash Media
📲 Daily Dash | May 8, 2024
Saastr
5 Interesting Learnings from Datadog at ~$2.5 Billion in ARR
Saastr
AMA: Hot Takes on SaaS Metrics with SaaStr Founder Jason Lemkin
Sammy Abdullah
Negotiating with VC, part 2
Giuseppe Stuto
Idiosyncratic Phenomenon #2: Integrated Projects
Saastr
Dear SaaStr: Why Do So Many Start-ups Concentrate on Getting Investors?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Fighting Inflation
Kyle Poyar's Growth Unhinged · Kyle Poyar
Stop ignoring this growth problem

Tuesday, 7 May 2024

1 pieces
Tanay Jaipuria · Tanay Jaipuria
Startups and Timing
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