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FRI 30 OCT 2026 · 147 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

Friday, 7 November 2025

5 pieces
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

26 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
Generative Value · Eric Flaningam
Thoughts on the Hyperscalers (Q3 '25 Update)
Joe Lonsdale
Ep 132: Sen. Bill Hagerty on Saving Memphis & Designing Regulatory Frameworks for AI and Crypto
Making Connections by Jax · Jax Vullinghs
Why category leaders compound
A Wealth of Common Sense · Ben Carlson
Is Now the Time to Go All-In on Tech Stocks?
Saanya Ojha
Backstop Me If You Can
Insight Partners
How Onum is turning data overload into real-time defense
Earnest Sweat
Startup Sensing Is Now a Core Skill
My Climate Journey · Jason Jacobs
Our Investment in Reservoir
yCombinator
BillionToOne Goes Public — The Startup That Made Genetic Testing Universal
Equal Ventures
Why most AI-enabled roll-ups will fail (and the 4 rules of those that will win)
Saastr
You Can Hide From a Lot of Things as a Founder. Cash Burn Isn’t One of Them.
A16Z
What is New Media?
A16Z
What is New Media?
QED
AI at the center of your product
Digital Native · Rex Woodbury
How the Best Products Remove Guilt
Thomas Reiner
Lyft (LYFT) - Q3 2025 Earnings Call
Thomas Reiner
DoorDash (DASH) - Q3 2025 Earnings Call
David Talpalar
Aging In Place: The New Norm
David Talpalar
Aging In Place: The New Norm
The Sociology of Business · Ana Andjelic
The plaid paradox
A16Z
Introducing the a16z New Media Fellowship
A16Z
Introducing the a16z New Media Fellowship
Better Tomorrow Ventures
Fintech x AI: The Next Great Intersection
Pascal
Build Your Own FDE Playbook

Wednesday, 5 November 2025

9 pieces
Ascend
Investing in Hearvana
G2VP
The Future of Open Models
Thomas Reiner
Sabre (SABR) - Q3 2025 Earnings Call
Thomas Reiner
Trivago (TRVG) - Q3 2025 Earnings Call
Distributed VC
The Perfect Storm: Our Growing Excitement about RxSaveCard
Newcomer · Eric Newcomer
Neoclouds Race for the Public Markets, Leaving VCs Behind
Jarrod Dicker
What You Can’t Predict
Thomas Reiner
Unity Software (U) - Q3 2025 Earnings Call
Saanya Ojha
Ambition Goes Orbital: The Cloud Has Left Earth
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