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FRI 30 OCT 2026 · 144 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 ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 12 November 2025

15 pieces
Sammy Abdullah
Selecting a SaaS Investment Banker and Negotiating the Engagement Letter
A16Z
Jevons or Bust
A16Z
Jevons or Bust
Pascal
Introducing the focal founder residency
Ed Sim
Humanix — Human Threat Detection & Response for Social Engineering AttacksWelcome to boldstart.
Entrepreneur First
You are not a lottery ticket - you are an underpriced option
Venture Unlocked · Samir Kaji
Super Compounders vs. The Weird: The New Rules of Seed Investing
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is a 50 Year Mortgage a Good Idea?
Kyle Poyar's Growth Unhinged · Kyle Poyar
What's really going on in software
Kyle Poyar's Growth Unhinged · Kyle Poyar
What's really going on in software
Saastr
Top 10 Reasons You Need to Be at SaaStr AI London December 1-2
yCombinator
Congratulations to Groww
On My Mind · Michael Dempsey
The Luxury of Knowing
Greylock News
Introducing SuperMe: The AI-Native Professional Network↗Market · AI
Tomasz Tunguz · Tomasz Tunguz
Running Out of AI

Tuesday, 11 November 2025

23 pieces
Also by Roy Bahat · Roy Bahat
In startups, firing is more important than hiring↗Market
A Wealth of Common Sense · Ben Carlson
Why We Can’t Have Another 1929
Glasswing VC
Where’s the Moat in AI?
Glasswing VC
Protected: Where’s the moat in AI today? Copy
Casey Accidental
SuperMe 1.0 is Live. Introducing Perspective Search
Saanya Ojha
The State of AI: Everyone’s Doing It, Few Are Doing It Well
Annelies Gamble
Process Innovation & The AI Stack in Chemicals
Greylock News
Introducing SuperMe: The AI-Native Professional Network
Distributed VC
A market purpose-made for ICHRA: why we invested in CVRD
Collin Wallace
The Three Words That Tell Me You're Solving the Wrong Problem
Climate Tech VC
🌏 New report: Globalization in Climate Tech
Saastr
Yes, AI Native Wins Today. But It’s Not Too Late. You Can Change. See, E.g., Clio and Gamma
A16Z
Powerpoint is your therapist, Gamma is your coach
A16Z
Powerpoint is your therapist, Gamma is your coach
QED
Culture: the ultimate form of accountability
Better Tomorrow Ventures
3Q25 Newsletter
Insight Partners
AI that speaks every language: How Wonderful is helping redefine agentic AI for the enterprise
Insight Partners
Ethan Mollick on the five rules of great AI leadership
Scott Hartley
Boosting the Last Mile: Mike Quinn with Dr. Rio Xin Chen
Lenny's Newsletter
Ecosystem is the next big growth channel
Not Boring · Packy McCormick
The Company as a Machine for Doing Stuff
Lenny's Newsletter
Ecosystem is the next big growth channel
Building Rome(s) · Aadil Maan
There Is Too Much To Estimate

Monday, 10 November 2025

2 pieces
Newcomer · Eric Newcomer
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups
USV
10 Highlights from USV’s 2025 Annual Meeting↗Market · Fintech · Climate
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