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THU 29 OCT 2026 · 155 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

Tuesday, 16 December 2025

17 pieces
Patrick Salyer
Annual Planning Playbook for Startup CEOs
Phin Barnes
Bing Gordon (EA) x Stephen Pickford (Pickford.ai) on reinventing storytelling
Sammy Abdullah
R&D Spend Metrics at 148 SaaS Co’s
Saastr
The $7,500 Migration Fee That Just Cost a Vendor $80,000 ARR. Really, $240,000.
A16Z
Laws of (New) Media
Scott Hartley
Follow the Fiber with Flume: Prashanth Vijay with Scott Hartley
Lenny's Newsletter
How to build your PM second brain with ChatGPT
Saastr
Klaviyo Adds Co-CEO To Get Back To Product. The Dream, But Does It Work?
Dawn Capital
Why we’re backing Runware — the engine behind scalable AI-powered media creation
Fred Wilson
My Year End Playlist
Lenny's Newsletter
How to build your PM second brain with ChatGPT
Akash Bajwa
Inside Cursor: CursorBench, Internal PMF and Agents
Alfred Lin
Don’t Confuse Market Share with Winning
Hunter Walk
Waymo’s CEO Isn’t Like Elon At All; Venture Capital Might Soon Depend on $1 Trillion Startups…
Hunter Walk
Waymo’s CEO Isn’t Like Elon At All; Venture Capital Might Soon Depend on $1 Trillion Startups; Everyone is Gambling and No One is Happy; Are MCPs Just APIs 2.0? and more++++ [link blog]
Deciens
Inside Deciens AGM 2025
Tomasz Tunguz · Tomasz Tunguz
The Bifurcation in the AI Market

Monday, 15 December 2025

23 pieces
Nikunj Kothari
Liar's Valuation
Building Rome(s) · Aadil Maan
Where Is Technical Program Management Heading in 2026?
The Micromobility Newsletter · Team M
TfL Awards £220m Santander Cycle Contract to Serco
Deconstructor of Fun
From Space Ape to Duolingo via Supercell: Simon Hade on Building, Pivoting, and the Price of Being a Founder
Saanya Ojha
Why OpenAI Needs Mickey Mouse
Better Tomorrow Ventures
Fireside Chat with Layer
Earnest Sweat
The Hollow Middle Is a Leadership Problem
Climate Tech VC
🌎 Bearing the (large) load (tariffs) #275
Crypthechie · Nakul Gupta
The next Supercycle, and why it will bring trillions on-chain
Lenny's Newsletter
This week on How I AI: How Zapier’s EA built an army of AI interns
Insight Partners
Five major trends reshaping AI, software, and leadership: Our investor predictions for 2026
Veridical
Announcing Our New Operating Partner, Narrative: Michael Margolis
Saastr
AI + B2B: Find The Tailwinds in 2026 (Or Get Left Behind)
Sammy Abdullah
Strategic Investors Don’t Do Much In Our Experience
Medha Agarwal
Post-Sales GTM: Following Customers Without Following Them Everywhere
A16Z
Why Nerds Are More Clippable
Coding VC · Leo Polovets
Humba Ventures Deep Tech Office Hours (Dec 2025)
Lenny's Newsletter
How Zapier’s EA built an army of AI interns to automate meeting prep, strengthen team culture, and scale internal alignment | Cortney Hickey
The Sociology of Business · Ana Andjelic
Resale as the stock market for brands
Santosh Sankar
Monday Meditations - Believe
Saastr
OpenAI Has Gone From a 6-Month Cliff to… No Cliff At All. And Will “Spend” $6 Billion This Year On Employee Equity. Even at OpenAI, The War for Talent Never Ends.
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Anti-AI Portfolio
Euclid Ventures
NeurIPS 2025: What Actually Matters
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