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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

Saturday, 8 November 2025

7 pieces
Meritech
Meritech Software Pulse | 7-November-2025
Stage 2
How to Help Your Head of Marketing Win Early
Saastr
When Competitors Come Calling: 6 Questions That Will Help You Make the Right M&A Decision
Ed Sim
What’s 🔥 in Enterprise IT/VC #471
Saastr
SaaStr AI App of the Week: Dust – Build Custom AI Agents That Actually Know Your Company’s Data
OpenVC.app
“Come back when you're doing $30k a month”
Next Big Thing · Nikhil Basu Trivedi
A SF VC in NYC

Friday, 7 November 2025

31 pieces
Saastr
The Top AI Agent Sessions at SaaStr AI London: Learn How to Actually Deploy Agents That Work
A Wealth of Common Sense · Ben Carlson
Are Young People Screwed?
The Sociology of Business · Ana Andjelic
Live with Ana Andjelic
99% Derisible · Yoni Rechtman
Power is power
Jared Heyman
On hitting the “bullseye”
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: China’s Global Strategy and Power Balance
Ascend
‘LLMs Are the New Google:’ How startups should think about Generative Engine Optimization
Nikunj Kothari
Belonging
Saanya Ojha
Kimi Possible: Agentic on a Budget
Insight Partners
How Copado helps developers get home in time for dinner
Maveron
AI Is Transforming CPG Distribution
Newcomer · Eric Newcomer
Sequoia's Unexpected Steward Shakeup
Glenn Borok
What’s Up With The AI Bubble
Turner Novak
🎧🍌 Inside Roger Ehrenberg's New Firm, Game Changers Ventures | Investing in Sports, 10x Funds, Traits of Top Founders
Net Interest · Marc Rubinstein
Window on America
Clouded Judgement · Jamin Ball
Clouded Judgement 11.7.25 - Market Cycles
Insight Partners
How Valimail is building email’s last line of defense
The Micromobility Newsletter · Team M
Canyon's 2024 Revenue at €792M
Mountside Ventures
Skin Analytics raises an over-subscribed £15m funding round to scale their Dermatology platform
Saastr
Stop Learning AI. Start Doing AI. The 20+ Agents Running SaaStr
A16Z
Charts of the Week: Valuations not so crazy?
A16Z
Charts of the Week: Valuations not so crazy?
Not Boring · Packy McCormick
Weekly Dose of Optimism #169
Thomas Reiner
Experience & Mobility Platform Incremental Margins & Earnings | PA Dispatch No. 6
Pascal
Speed-Run Enterprise Deals (But Only the Right Ones)
Santosh Sankar
Field Notes- Faster, Better, Not Average
Santosh Sankar
Field Notes- Faster, Better, Not Average
Saastr
The First $100,000,000 ARR at Datadog: How Founder CEO Olivier Pomel Built a Customer-Centric Monitoring Giant
Thomas Reiner
Expedia (EXPE) - Q3 2025 Earnings Call
Thomas Reiner
Airbnb (ABNB) - Q3 2025 Earnings Call
Kenneth Auchenberg
Venture scouting is not angel investing

Thursday, 6 November 2025

2 pieces
Saastr
20VC x SaaStr This Week: Navan’s “Disappointing” $5B IPO, VCs Getting 6% Instead of 20%, and the Fire-Half-Your-Team AI Test: The New Venture Reality
Newcomer · Eric Newcomer
Meet The Cerebral Valley Heavy Weights
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