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SAT 31 OCT 2026 · 170 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Thursday, 9 October 2025

7 pieces
Tomasz Tunguz · Tomasz Tunguz
Startup Guides & Resources
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Product Management
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Go-to-Market Strategy
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Data Strategy & Analytics
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Customer Success
Tomasz Tunguz · Tomasz Tunguz
OpenAI Calls Codex a Senior Engineer
Tomasz Tunguz · Tomasz Tunguz
Congratulations, Robot. You've Been Promoted!

Wednesday, 8 October 2025

25 pieces
Nikunj Kothari
You’re Absolutely Right
Revolution Ventures
Atlanta’s Blueprint for Becoming a Top-Five Tech Hub
A16Z
Sam Altman on Sora, Energy, and Building an AI Empire
Amir Kabir
Edition 15 | 2025 — Hardware-Native Exchanges: Rebuilding Market Infrastructure at Nanosecond Speed
Saastr
The $1.5 Trillion Software Tailwind: Why Thoma Bravo’s Orlando Bravo Says AI Valuations Are in a Bubble — But Enterprise Software Isn’t
Nick Chirls
Launching Asylum Ventures
Collin Wallace
The Chess Theory of Customer Discovery
Better Tomorrow Ventures
Why We Invested in Monk
Jarrod Dicker
The Programmable Internet
Saanya Ojha
OpenAI's AMD Deal: Financial Judo in 6 GigaWatts
Brian Sugar
Let's Go San Francisco: The Greatest Head-Fake In Urban History
Craft Ventures
Inside Supabase’s Breakout Growth: Lessons Scaling to 4.5M+ Devs, Powering AI & Vibe Coding
Collaborative Fund
If You Get the Chance
James Heath
The $1 Trillion Question
James Heath
The $1 Trillion Question
Pat McGovern
Custom Automation Platforms, Vertical AI Exits & What I'm Reading
Pat McGovern
Custom Automation Platforms, Vertical AI Exits & What I'm Reading
Saastr
5 Questions to Ask When Growth Slows
Ian's Blog: Nominal Returns · Ian Gutterman
Are D&O Loss Ratios Headed To Zero?
Glasswing VC
Glasswing Portfolio Company Realm.Security Raises $15M in Series A Funding
A Wealth of Common Sense · Ben Carlson
Animal Spirits: It Feels Like 1999
Pascal
How To Build Companies When The Cost of Code Goes To Zero?
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to turn ChatGPT into your best pipeline source
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to turn ChatGPT into your best pipeline source
Saastr
Dear SaaStr: What is the Standard Commission Percentage in SaaS?

Tuesday, 7 October 2025

8 pieces
A Wealth of Common Sense · Ben Carlson
Why You Don’t Feel Rich
Annelies Gamble
Invisible by Design
Cathay
Behind the Term Sheet: Akua’s $8.5M Seed
Saanya Ojha
The Operating System of Everything
99% Derisible · Yoni Rechtman
Taking It Slow
Lenny's Newsletter
A free year of Devin: the world’s most advanced autonomous AI software engineer
Saastr
Go-To-Market Isn’t Dead. It’s You: A Wake-Up Call for B2B Leaders in the AI Era with Jason Lemkin
Flare Capital
Investing in Peer AI
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