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THU 29 OCT 2026 · 155 new pieces this week

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Select picks in the past month
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

Friday, 19 December 2025

12 pieces
Saastr
The Great B2B Bifurcation of 2025: Why Some SaaS Stocks Are Up 142% While Others Are Down 51%
A16Z
Charts of the Week: Agents start to make an impact?
Clouded Judgement · Jamin Ball
Clouded Judgement 12.19.25 - The System of Record's Front Door
Stage 2
5 GTM Shifts We Saw Founders Get Right in 2025
Stage 2
5 GTM Shifts We Saw Founders Get Right in 2025
Not Boring · Packy McCormick
Weekly Dose of Optimism #174
Abe Murray
DTNY 2026: Keynote Reveal + Last Chance for Insider Discount
Entrepreneur First
Play your strongest card: how to find your Edge as a founder
Saastr
Is Zendesk Building a Glean Competitor with Its Unleash Acquisition? Not Exactly, But Here’s What’s Really Happening
Deconstructor of Fun
(VOTING OPEN) Golden TWIG 2025: the Most Honest Awards in the Industry
Abhishek Singh
Circles, Cycles, and the Discipline of Staying Put
Greylock News
Introducing Tin Can: The Landline is a Network Again

Thursday, 18 December 2025

28 pieces
Nikunj Kothari
Plugged into the Matrix
Saastr
20VC x SaaStr is Back! SpaceX’s $1.5 Trillion IPO, Lightspeed’s $9 Billion Mega-Raise, and Why All These Late-Stage Giants Staying Private is “The Greatest Gift to Venture in Our Lifetimes”
Evan O'Donnell
Gemini Has 650M Users. Now What?
yCombinator
2026 Demo Day Dates
The Micromobility Newsletter · Team M
London Part 1: The City’s Micromobility Story
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #16: Feeling like a Superhero
Apoorv's notes
The Revolut Story: A Decade of Compounding
Apoorv's notes
The Revolut Story: A Decade of Compounding
Susa Ventures
Introducing the Susa Venture Fellows 2025-2026 Cohort
Greylock News
Our Investment in Tin Can: The Landline is a Network Again
Saanya Ojha
Gemini's Flash of Genius
Newcomer · Eric Newcomer
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm
Peter G Schmidt · Peter G Schmidt
What We Can Learn from the Fiddle
Supercruise
Strike Zone Shifts
Earnest Sweat
There Is No Such Thing as a Coastal Deal Anymore
A Wealth of Common Sense · Ben Carlson
6 Simple Ways to Improve Your Investment Performance
Sammy Abdullah
The Real Tasks of Series A/B SaaS CEO
Pascal
GTM Engineering Best Practices
Equal Ventures
26 Predictions For 2026
Turner Novak
🎧🍌 Inside the All-In Podcast: Lessons from Elon, Trump, Oprah, Travis Kalanick with Jason Calacanis
Saastr
The Top Reasons I Saw CROs Flame Out This Year
A16Z
State of Consumer AI 2025
Ian's Blog: Nominal Returns · Ian Gutterman
Why Chubb Shouldn’t Buy AIG
Better Tomorrow Ventures
Fireside Chat with DocShield
Maersk Growth
From the ship’s bridge to business impact: How we turn strategy into scaled innovation
Lenny's Newsletter
The new AI growth playbook for 2026: How Lovable hit $200M ARR in one year | Elena Verna (Head of Growth)
David Talpalar
The Societal Shifts Driving Increased Investment into Longevity
David Talpalar
The Societal Shifts Driving Increased Investment into Longevity
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