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THU 29 OCT 2026 · 145 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

Wednesday, 10 December 2025

23 pieces
Pat McGovern
Enterprise (Open)AI, Homebrew Software & Vertical Implications
Pat McGovern
Enterprise (Open)AI, Homebrew Software & Vertical Implications
Feld Thoughts · Brad Feld
The Toll of Stress on Startup Teams and Its Link to Founder Well-being
Better Tomorrow Ventures
Checking In on Embedded Fintech
Amir Kabir
Edition 24 | 2025 — Vertical AI Operating Systems: De-Risking Fragmented Industries
Uncork Capital
Improving Construction Design with AI: Our Investment in Buildcheck
The Sociology of Business · Ana Andjelic
Trend Makers vs. Taste Makers
Andy Dunn
Ending the Tampon Tax and Overcoming BPD
Sammy Abdullah
What 82 SaaS earnings calls say about sales cycles and the economy
Saastr
55% of All Departmental AI Spend Is Now on Coding. And It’s Not Slowing Down
A16Z
Big Ideas 2026: Part 2
Insight Partners
How CrewAI is orchestrating the next generation of AI Agents
Andrew Ziperski
Some Thoughts on Equity
Thomas Reiner
Lyft (LYFT) - 2025 Nasdaq Investor Conference
Brian Sugar
Do Not Go Quietly
Thomas Reiner
Booking (BKNG) - 2025 Nasdaq Investor Conference
Saastr
Want to Get In Front of 3,500 B2B + AI Buyers a Week? Submit Your AI Agent to SaaStr
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Netflix vs. Paramount
Kyle Poyar's Growth Unhinged · Kyle Poyar
The AI churn wave?
Kyle Poyar's Growth Unhinged · Kyle Poyar
The AI churn wave?
yCombinator
Meesho Goes Public
Tomasz Tunguz · Tomasz Tunguz
The Two Context Databases Powering Enterprise AI
Multicoin Capital
Specialized Stablecoin Fintechs

Tuesday, 9 December 2025

17 pieces
Sequoia
The Abundance Paradox: Why Netflix Paid $82B for Scarcity
Fika Ventures
Lasers, Nukes, and the Scaling Wall — Why the Biggest Data Center Won’t Win
Newcomer · Eric Newcomer
The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Building Rome(s) · Aadil Maan
Lessons For Startup Founders From A TPM
A Wealth of Common Sense · Ben Carlson
Investing for the Long-Term
Annelies Gamble
Why Procurement Is Finally Ready for AI: Insights from SAP’s Former Chief Procurement Officer and Startup Investor
Meritech
2025 Meritech Markets Update
Obvious
The Next Frontier of the ‘Electrification of Everything’
Feld Thoughts · Brad Feld
Capital Evolution: The New American Economy
Distributed VC
Expanding Access to In-Home Pediatric Therapy: why we invested in Origin
Scale Venture Partners
Announcing our investment in Prime Security
Saastr
The 6 Metrics in OpenAI’s New Enterprise AI Report Worth Knowing — And Why Most of It Is Noise
Youssef Kalad
It's time to build (in Medicaid)
A16Z
Big Ideas 2026: Part 1
Sequoia
Partnering with fal: The Generative Media Company
Sammy Abdullah
SaaS Acquisition Multiples at 8.2x
Ian's Blog: Nominal Returns · Ian Gutterman
Would It Be So Bad If AI Took Our Jobs?
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