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THU 29 OCT 2026 · 148 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 & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 7 February 2026

3 pieces
Saastr
How Nebius Built a $4B+ GPU Cloud in 18 Months: The 7 Top Lessons Learned
Earnest Sweat
The VC Special Doesn’t Start on the Main Stage
Janelle Teng
The SaaSacre of 2026

Friday, 6 February 2026

26 pieces
Melody Koh · Melody Koh, Partner @ NextView
The Trust-Utility Curve
A Wealth of Common Sense · Ben Carlson
Some Things I’ve Been Wrong About
Supercruise
The Structural Advantage of Capital Efficiency
Net Interest · Marc Rubinstein
Excel Forever
My Climate Journey · Jason Jacobs
Why Climate Jobs Aren't Enough Anymore
Turner Novak
🎧🍌 How Duo Security went Zero to $1B ARR in Ann Arbor | Dug Song, Jon Oberheide
Saanya Ojha
OpenAI and Anthropic's Heated Rivalry
David Cahn
The Greatest Strategy Game in the History of the World
99% Derisible · Yoni Rechtman
Legibility is a brand to capital and brand is promises kept
Crucible Capital
Building a Datacenter Part II
Sammy Abdullah
If You Think SaaS Is Dead, You Don’t Understand Enterprise Software
Newcomer · Eric Newcomer
Software Stock Swoon Signals Extraordinary Faith in AI
Evan O'Donnell
Agents Need to Fail Better
Saastr
PE Is No Longer Coming to the Rescue. And That Probably Means No One Will.
A16Z
Death of Software. Nah.
Shruti Gandhi · Shruti Gandhi
Churn/Retention in the Era of AI
Kyle Harrison
Networked Conviction 003
Clouded Judgement · Jamin Ball
Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe?
Not Boring · Packy McCormick
Weekly Dose of Optimism #179
Saastr
B2B Budgets Are Up 8%, App Counts Are Flat, But AI Spend Is Up 108%. The Latest Data from Zylo
Saastr
SaaStr AI App of the Week: Relevance AI — The Platform Where Ops Teams Build Entire AI Workforces (Without Writing a Line of Code)
Deconstructor of Fun
Sort Puzzles: How a New Subgenre is Born
BIG by Matt Stoller · Matt Stoller
Jeff Bezos Just Taught Liberal Elites How Oligarchy Really Works
Meritech
Time’s Up for SaaS (Grow Faster or Vanish)
Tomasz Tunguz · Tomasz Tunguz
How Markets Price AI Risk
Multicoin Capital
Multicoin Capital’s Investment Thesis

Thursday, 5 February 2026

11 pieces
Antler
Introducing Antler India's AI Residency
Insight Partners
AWARD: Financial News’ Pride of Finance Rising Stars – Alberto Padilla Rivera
Saastr
20VC x SaaStr: SpaceX at $1.25 Trillion, SaaS Stocks Down 40%, and the Week We Connected a Million AI Agents … Sort Of
Newcomer · Eric Newcomer
The Humanoid Robot Delusion
Collin Wallace
Prediction Markets Are Digital OxyContin
Feld Thoughts · Brad Feld
Blurry Transitions
Jack Arenas
Not Every Company Is Built for the Big Leagues
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #20: Becoming MCP Native
Glasswing VC
AI Atlas: Rethinking AI’s Attention Span: Recursive Language Models
Saanya Ojha
When Great Quarters Meet Bigger Bills
A Wealth of Common Sense · Ben Carlson
Investing a Lump Sum of Cash in This Market
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