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

Monday, 10 November 2025

22 pieces
USV
10 Highlights from USV’s 2025 Annual Meeting
Saanya Ojha
Sorry, Sundar. We Weren’t Familiar With Your Game.
Youssef Kalad
(Some of) What I read last week - 11/10
The Micromobility Newsletter · Team M
Upway Secures $60M In Funding
Climate Tech VC
🌎 COP, skip, and a jump #270
Lenny's Newsletter
This week on How I AI: 0-to-1 AI guide for absolute beginners + how this CEO turned 25,000 hours of sales calls into a self-learning GTM engine
Saastr
Traditional SaaS May Be Dying. But It Might Also Be Your Fault.
Saastr
2025 Was The Year Of The AI Budget Explosion: If Your Team Didn’t Capture Any, They Failed
A16Z
From Words to Worlds: Spatial Intelligence is AI’s Next Frontier
A16Z
From Words to Worlds: Spatial Intelligence is AI’s Next Frontier
Saastr
How OpenAI Built a Global CS Organization in 18 Months: Vanessa Gutiehi’s Playbook for AI-Powered Customer Success
Glasswing VC
Announcing Glasswing Ventures’ $200M+ Fund III
Earnest Sweat
The End of Predictability
The Sociology of Business · Ana Andjelic
Influence meets inventory
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Public & Private Opportunities in AI
Lenny's Newsletter
How this CEO turned 25,000 hours of sales calls into a self-learning go-to-market engine | Matt Britton (Suzy)
Deconstructor of Fun
Inside Squad Busters’ $150 Million Experiment
Michael Greeley
Cosmetic Surgery: Cuts Like a Knife…
Akash Bajwa
Deterministic Inference: The Latency Tax
Greylock News
Introducing Tenzai: Autonomous AI Hackers↗Security · AI
Apex Venture Studio
Trust, Economics & AI
Tomasz Tunguz · Tomasz Tunguz
Datadog: As Reliable as Your Golden Retriever

Sunday, 9 November 2025

10 pieces
Greylock News
Introducing Tenzai: Autonomous AI Hackers
Saanya Ojha
Weekly Wrap Sheet (11/07/2025): Multiples, Moflin, Megawatts, Moral Hazard & Moonshot
Nathan Benaich · Nathan Benaich
State of AI: November 2025 newsletter
Saastr
We Just Crossed 600,000 (!) Startup Valuations on SaaStr.ai. Here’s What The Data Points Tell Us About VC Funding Right Now
Venture Prose
Holiness Doesn’t End at the Door
A Wealth of Common Sense · Ben Carlson
Ben Graham & Bull Market Brains
Saastr
The #1 Thing That Separates Mediocre Sales Execs From Great Ones
Kyle Poyar's Growth Unhinged · Kyle Poyar
How AI could make you more valuable
Kyle Poyar's Growth Unhinged · Kyle Poyar
How AI could make you more valuable
Lenny's Newsletter
"Sell the alpha, not the feature": The enterprise sales playbook for $1M to $10M ARR | Jen Abel

Saturday, 8 November 2025

8 pieces
Kyle Harrison
Founder Ideology
Julien Lepleux
Healthcare Moves At The Speed Of Trust
Hunter Walk
“I tend to manage via a mix of advice and opportunity” — what I told a young product manager 15…
Hunter Walk
“I tend to manage via a mix of advice and opportunity” – what I told a young product manager 15 years ago. And how it applies to startups today.
Lenny's Newsletter
🧠 Community Wisdom: Communicating pricing increases to customers, explaining AI limitations to new hires, creating a copilot with your work knowledge, and more
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
A16Z Crypto
5 reasons to write
Jessie Harris
Week 23 Roundup
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