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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 TechSemiconductorsMedia & Entertainment

Saturday, 16 August 2025

3 pieces
Stage 2
Getting Started with Usage-Based Pricing
Ed Sim
What’s 🔥 in Enterprise IT/VC #459
Saastr
Dear SaaStr: I’m at $5m ARR. Should I Hire a CRO?

Friday, 15 August 2025

24 pieces
Nikunj Kothari
Don’t Get One-Shotted
A Wealth of Common Sense · Ben Carlson
Can the Stock Market Cause a Recession?
Hunter Walk
Why Marketing Sucks Right Now, Underground Robot Fights, Free Waffles Worth $50, and +++ [link…
Hunter Walk
Why Marketing Sucks Right Now, Underground Robot Fights, Free Waffles Worth $50, and +++ [link blog]
Madrona Ventures
Building an AI-Driven Biotech: Why Product-Led Platforms Will Win
Saastr
Palantir’s CEO: “We Will Grow 10x … With Fewer Employees Than We Have Today”
OpenVC.app
Going from 0 to 1 in Fundraising
OpenVC.app
The Stages of Startup Funding: From Pre-Seed to IPO
Saanya Ojha
Markets Set the Tone, You Set the Standard
Insight Partners
The brain behind construction: Trunk Tools’ AI-native platform is bringing real-time field intelli-gence to jobsites
Saastr
The Dawn of Vibe-able Apps: Why 2026+ SaaS Must Just Do What You Want
Newcomer · Eric Newcomer
Lawsuits Become a Go-To for Musk, Bringing Shade from Altman & Criticism from...Grok
99% Derisible · Yoni Rechtman
Product won't end at chat
BBG Ventures
AI in Legacy Industries: Customer Discovery, Nailing GTM, and Navigating Product Expansion
Clouded Judgement · Jamin Ball
Clouded Judgement 8.15.25 - The Return of Software
Saastr
AI’s Real Impact on Marketing: Honest Truths from Wiz’s Founding CMO on What’s Really Changing
Sammy Abdullah
An Investment Banker’s View of SaaS M&A Today
Not Boring · Packy McCormick
Weekly Dose of Optimism #157
Nongaap Investing · Mike
[P] TGNA: Deregulatory M&A
Saastr
Dear SaaStr: I’ve Bootstrapped to $3m ARR with Founder-Led Sales. Am I Ready to Hire a Full Time VP Sales?
Alex Lazarow · Alex Lazarow
The Four Duties Of A Manager
OpenVC.app
The VC list of VC lists - 53 databases listed
Building Rome(s) · Aadil Maan
🔐 How TPMs Can AI - Launch Readiness Checklist
Tomasz Tunguz · Tomasz Tunguz
The Groupon Era of AI

Thursday, 14 August 2025

13 pieces
Saastr
The Latest 20VC+SaaStr: GPT-5’s Underwhelming Launch, Shopify’s 91% Growth with 30% Fewer Staff, and Why You Don’t Need Half Your Company
OpenVC.app
How to design a winning fundraising strategy
OpenVC.app
How Much Should Startup Founders Pay Themselves [2026]
South Park Commons
ML and the Future of Simulation
Turner Novak
🎧🍌 The Past, Present, and Future of AI, Robotics, Venture Capital, and Crypto | Michael Dempsey, Managing Partner, Compound
The Micromobility Newsletter · Team M
Another Record Year for SWING - $44.5M Revenue and Profitable
A Wealth of Common Sense · Ben Carlson
A Personal Finance Identity Crisis
Stage 2
How to Build an AI Agent for Account Selection
Janelle Teng
The State of AI 2025
Saanya Ojha
The Genie Is Out of the Bottle: A Whole New World Awaits
Better Tomorrow Ventures
2Q25 Newsletter
The Data Source · Priyanka Somrah
The State of Agentic Systems – July 2025
Flare Capital
Investing in Isaac Health
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