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SAT 31 OCT 2026 · 169 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Thursday, 23 October 2025

32 pieces
Making Connections by Jax · Jax Vullinghs
Making magical customer experiences
Insight Partners
Darwin AI Raises $15 Million Series A Led by Insight Partners to Help Governments Build AI Solutions Responsibly and at Scale
Andrew Ziperski
Joining the Customer Value Fund
Saanya Ojha
Keep Calm and Collapse the Wavefunction
Turner Novak
🎧🍌 From Pivot to Fortune 10 Customer, Lessons in Founder-Led Sales with Reducto CEO Adit Abraham
Maveron
The Next Cultural Powerhouse: Why Gen Alpha Can’t Be Ignored
Equal Ventures
Introducing Bluefields, the Next-Gen Platform for Specialty Insurance
Saastr
20VC x SaaStr This Week: The Great VC Shuffle, TAM Exhaustion in AI, and Why a Billion in ARR Is “Still Early”
Abe Murray
Introducing Deep Tech New York (DTNY)
Fika Ventures
Why We Invested in Clerq
A16Z
State of Crypto 2025
A16Z
State of Crypto 2025
Ian's Blog: Nominal Returns · Ian Gutterman
Financial Modeling 101: How To Account For A Hurricane Free Year
A Wealth of Common Sense · Ben Carlson
How Many Stocks Outperform the Stock Market?
David Talpalar
Robots' Role in the Future of American Manufacturing
David Talpalar
Robots' Role in the Future of American Manufacturing
Aubrie Pagano
The White Paper That Broke Me (And Why That’s The Point)
The Sociology of Business · Ana Andjelic
Financialization of culture
Lenny's Newsletter
Al Engineering 101 with Chip Huyen (Nvidia, Stanford, Netflix)
Pascal
Balancing the two muscles of PLG
Antler
What is Seed Funding and how does it Help Startups Grow?
Antler
How To Identify The Right Problem To Solve?
Antler
Build Your Startup With Confidence: How To Do A Competitor Analysis
Antler
How To Perfect The Art Of An Elevator Pitch
Antler
Unicorn Companies Explained: How Startups Achieve the $1 Billion Valuation
Antler
Bonus Fundraising Tips For Startups
Antler
Defining Your Value Proposition For Early-Stage Startups
Antler
5 Key Contracts You Need For Your Startup
Antler
Does My Business Need a Shareholders Agreement?
Nongaap Investing · Mike
[P] BLND: Non-GAAP Research Hour
Tomasz Tunguz · Tomasz Tunguz
Product-Market Fit is No Longer Static
Multicoin Capital
Building The Attention Economy

Wednesday, 22 October 2025

8 pieces
The Sociology of Business · Ana Andjelic
Hitmakers, Season 2
Craft Ventures
Why We Invested in Starbridge
A16Z Crypto
State of Crypto 2025: The latest data, trends, and themes
Euclid Ventures
VERTICALS #1 - Unbundling the Franchise
Saanya Ojha
Atlas Shrugged, Chrome Shivered
Venture Prose
Vive la France. Long Live the U.S.
Newcomer · Eric Newcomer
Where’s My AI Pop? With Software Under Siege, Salesforce & Benioff Struggle
Amir Kabir
Edition 17 | 2025 — Energy Transition Risk → De-Risking the $10T Net Zero Buildout
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