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Battery Ventures' Substack

Battery Ventures' Substack is a venture capital blog and newsletter tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 38 posts published between February 2023 and August 2025.

38 posts indexed0 in the last 30 daysVisit site ↗

Friday, 22 August 2025

1 piece
From LLM wrappers to RL sculptors: The dawn of reasoning AI

Monday, 28 July 2025

1 piece
Kingdoms and Courts: The “Windsurf Effect” and How We Get Back to Normal in Tech M&A

Monday, 16 June 2025

1 piece
Designing an AI-Native Marketing Team: A Guide for Founders

Monday, 12 May 2025

1 piece
AI Finally Gets Top Billing in the Battery Ventures Tech Spending Report

Wednesday, 16 April 2025

1 piece
AI Is Growing Our Appetite for SaaS, Not Destroying It

Tuesday, 18 February 2025

1 piece
Sales for Dummies: Technical Founder Edition

Monday, 13 January 2025

1 piece
2025 Predictions from the Condensing the Cloud Team

Tuesday, 7 January 2025

1 piece
Guy Tytunovich on CHEQ’s Defense Against Malicious Bots, Embracing Generative AI and the Rise of Machine Customers

Wednesday, 4 December 2024

1 piece
Decoding the Black Box of Software R&D Spend

Tuesday, 19 November 2024

1 piece
Those Big AI Funding Rounds May Be Making AI Companies Distracted—While Making Nvidia and Growth Investors Rich (At Least for Now)

Wednesday, 4 September 2024

1 piece
Looks Matter (When It Comes to Software Products)

Wednesday, 28 August 2024

1 piece
AI Capex: Don’t Miss the Trees for the Forest

Tuesday, 20 August 2024

1 piece
Daniel Yanisse on Checkr’s Hypergrowth, Mission-Driven Leadership and the Highs and Lows of the CEO Role

Monday, 15 July 2024

1 piece
The Future of AI-Powered Training: Conversational Coaching

Wednesday, 26 June 2024

1 piece
Marcus Ryu: The Startup as Insurgent — Reflections of a Former Founder

Tuesday, 23 April 2024

1 piece
Ali Ghodsi on Databricks' Growth Journey, Lessons in Leadership and What Founders Should Build Today

Tuesday, 2 April 2024

1 piece
"Headphones for Video": Investing in the Apple Vision Pro Ecosystem

Thursday, 14 March 2024

1 piece
Where Have All the Green Dots Gone?

Friday, 9 February 2024

1 piece
Let’s Talk About Repricing Stock Options

Friday, 5 January 2024

1 piece
2024 Predictions from the Condensing the Cloud Team

Friday, 22 December 2023

1 piece
Seeing Through the Clouds

Thursday, 9 November 2023

1 piece
State of the OpenCloud 2023: AI and the New Cloud Economy

Monday, 6 November 2023

1 piece
5 Key Takeaways on the Current State of Generative AI in the Enterprise

Wednesday, 1 November 2023

1 piece
The AI Elephant in the Boardroom

Friday, 27 October 2023

1 piece
Rethinking Software Pricing in the Era of AI

Friday, 6 October 2023

1 piece
Can Efficiently Growing Companies Also Have Happy Employees? We Think So!

Thursday, 14 September 2023

1 piece
Healthcare May Indeed Be an Early Adopter for AI

Tuesday, 12 September 2023

1 piece
Be Long-Term Greedy When it Comes to GTM

Thursday, 31 August 2023

1 piece
To Build Value in Tech, Build Different

Friday, 16 June 2023

1 piece
Consumption Pricing Models Are Here to Stay

Monday, 5 June 2023

1 piece
Generative AI Companies Have Moats (Eventually)

Monday, 1 May 2023

1 piece
'ZIRP' No More: A Founder Playbook for the Market Downturn

Friday, 21 April 2023

1 piece
Developer-Centric AI: Vector Databases and our Investment in Weaviate

Tuesday, 18 April 2023

1 piece
It's not the DevOps engineers’ fault that the ecosystem is broken

Tuesday, 28 March 2023

1 piece
Lessons from Peaches 🍑

Monday, 20 March 2023

1 piece
Breaking Down the Latest Battery Ventures Cloud Software Spending Report

Wednesday, 1 March 2023

1 piece
Building Cyborgs

Tuesday, 7 February 2023

1 piece
Launching Battery Ventures' Condensing the Cloud
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