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SAT 31 OCT 2026 · 168 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Thursday, 2 October 2025

25 pieces
Saastr
20VC x SaaStr This Week: Are Burn Multiples BS in an AI World? Plus Sam Altman’s $1TRN Energy Problem, Zuck’s AI Strategy Crisis & The Great PE Reckoning
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: China's Industrial Might and Domestic Policy
Better Tomorrow Ventures
Announcing BTV III 🚀
The Micromobility Newsletter · Team M
Meet Dot: DoorDash’s New Autonomous Delivery Bot!
Dash Media
🎙️ Ep. 56 · Andrew Grauer, Co-Founder & CEO of Learneo | Ed on the Edge
Saanya Ojha
Claude 4.5: The Strong, Silent Type of AI
Scale Venture Partners
Introducing our GTM benchmark tool
Euclid Ventures
Founders on Hiring in the AI Era
A16Z
Anatomy of an enterprise platform company
A16Z Growth
Anatomy of an enterprise platform company
Conor Witt · Conor Witt
The Data Tapes Edition #31
A Wealth of Common Sense · Ben Carlson
How Do You Invest During a Bubble?
Ian's Blog: Nominal Returns · Ian Gutterman
My Hurricane Katrina Retrospective
Abe Murray
AlleyCorp Deep Tech | September 2025 Newsletter
Abe Murray
AlleyCorp Deep Tech | September 2025 Newsletter
Emergence Capital
Emergence Dispatch: Founder Power Edition
First Round Review
Go Deep to Build Fast: A Research Thinking Toolkit to Speed Up the Discovery Phase
Saastr
The Great SaaS Price Surge of 2025: A Comprehensive Breakdown of Pricing Increases. And The Issues They Have Created for All Of Us.
Dawn Capital
Curtains for Compliance Theater: Why we invested in Oneleet
The Sociology of Business · Ana Andjelic
CMO as a showrunner
Pascal
Getting Reps Productive Fast
Saastr
Dear SaaStr: We Have a Sales-Led Motion and SMB Customers And The Economics Aren’t Working
Glasswing VC
AI Atlas: Why Phi-4 Prefers Data Quality over Quantity
Tomasz Tunguz · Tomasz Tunguz
Data & AI Infrastructure Are Fusing
Multicoin Capital
IBRL

Wednesday, 1 October 2025

15 pieces
LDV
Your Bathroom Will See You Now
Equal Ventures
Climate is NOT Cancelled
Insight Partners
Apiphani Raises $25M Series A Led by Insight Partners to Help Redefine Mission-Critical Application Management with AI
Feld Thoughts · Brad Feld
Break the Fast With Me and Sue Heilbronner in Longmont on 10/2
Saanya Ojha
SORAing Over the Uncanny Valley
Insight Partners
Apricot announces Series A led by Insight Partners, cementing its position as a category leader in post-acute care
Saastr
5 Interesting Learnings from Wealthfront at $340,000,000 in “ARR”
Brian Sugar
The Pipes Are Full. Own the Water.
Amir Kabir
Edition 14 | 2025 — Digitizing Collateral: The New Infrastructure for Private ABL
Insight Partners
AWARD: GrowthCap Top Software Investors of 2025
Next Big Thing · Nikhil Basu Trivedi
Benable
USV
Electroflow↗Climate · Semis
USV
Electroflow
Thomas Reiner
Uber (UBER) - Q2 2025 Earnings Call
Thomas Reiner
DoorDash (DASH) - Q1 2025 Earnings Call
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