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SAT 31 OCT 2026 · 166 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, 18 September 2025

20 pieces
Julien Lepleux
Going All-In on Mold
Saastr
How to Increase Your Option Pool By 10% For “Free”: Move to 5 Year Vesting
First Round Review
Net Revenue Retention (NRR)
Short-Formed · Anu Atluru
The Self Is The Platform
Saastr
The First Week of a Great VP of Sales. And The First Month of a Mediocre One.
Saastr
One Reason to Make Your Startup “Hot”: It’s Just So Much Easier to Hire Sales Talent
Saastr
10 Things To Know About Raising Venture Capital for The First Time
First Round Review
K-factor
First Round Review
ARR
First Round Review
Scalability
First Round Review
Stealth Mode
Earnest Sweat
Iron, Machines, and Heart
Peter G Schmidt · Peter G Schmidt
WHAT IS GOING ON IN VENTURE 2025?
The Sociology of Business · Ana Andjelic
How to avoid brand burnout
South Park Commons
India's Four Letter Word
Lenny's Newsletter
Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody (CEO of Mercor)
Saastr
Dear SaaStr: We’re Going to Need to Do a Downround at a Lower Valuation. How Do We Handle It?
Saastr
The 90% Rule: Why Zapier’s $5B AI Strategy Mixes Humans + Agents (And 4 Mistakes That Kill AI Rollouts) with CEO Wade Foster
Selina Wang
The Gen AI PLG Renaissance
Tomasz Tunguz · Tomasz Tunguz
Beyond a Trillion : The Token Race

Wednesday, 17 September 2025

20 pieces
Abhishek Maran · Abhishek Maran
Flow State #3 - Doomprompting, Containerisation and AI Haggling
Collaborative Fund
Back to School
Saanya Ojha
Hallucinate Now, Apologize Later: How AI Learned to Bluff
Amir Kabir
Edition 12 | 2025 — RegTech as RiskTech: Turning Compliance into a Profit Center
Brian Sugar
Built for Distributions, Not Just Valuations
Saastr
The Great AI Token Paradox: How We’re Simultaneously Driving AI Costs Down and … Up
Saastr
My #1 Tip When You Are Pitching VCs: Just Ask Them What The Odds Are They’d Invest.
Ian's Blog: Nominal Returns · Ian Gutterman
The Role of Liability Laws In A Divided America
Hunter Walk
Tech Reporter Alex Konrad on Going Independent with Upstarts, What Drives Subscribers (vs Just…
Hunter Walk
Tech Reporter Alex Konrad on Going Independent with Upstarts, What Drives Subscribers (vs Just Views) and How He Uses AI in His Content Creation
My Climate Journey · Jason Jacobs
Our Investment in Aalo
Sequoia
Partnering with Irregular: Ahead of the Curve
Sequoia
Partnering with Irregular: Ahead of the Curve
Conor Witt · Conor Witt
The Data Tapes Edition #30
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How many people make $100,000?
Pascal
How to reset a broken culture
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to nail your next big talk
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to nail your next big talk
Digital Native · Rex Woodbury
Lessons from Sci-Fi
Saastr
Dear SaaStr: I’m at $10m ARR But Growth Has Slowed And Cash is Tight. Should We Sell or Push On?
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