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SUN 01 NOV 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 ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Monday, 14 July 2025

5 pieces
Extantia Capital
Decarbonising the Fertiliser Industry: How to Tackle Soil and Production Emissions at Once
Short-Formed · Anu Atluru
Encore Anxiety
A Wealth of Common Sense · Ben Carlson
Is This the Worst Decade Ever For Bonds?
Dash Media
EIEIO...The Mystic Mystery
Tomasz Tunguz · Tomasz Tunguz
The Rise of the Agent Manager

Sunday, 13 July 2025

15 pieces
Venture Prose
The Summer Reset - Part 1
Saanya Ojha
🧾 Weekly Wrap Sheet (07/11/2025): Birthday, Beanie Babies 2.0, Bias, Benchmarks & Browsers
Venture Unlocked · Samir Kaji
What is happening in VC today and the role of wealth management in growing the private markets?
Lolita Taub
💥 Special Edition: Ganas Ventures Invests in Harmony
luttig's learnings · John Luttig
hypercapitalism and the AI talent wars
Nathan Benaich · Nathan Benaich
State of AI: July 2025 newsletter
Nathan Benaich · Nathan Benaich
Your guide to AI: July 2025
Fakepixels · Tina He
Confessions of Mrs.Brown
Investing in AI · Rob May
Reflections On 10 Years Of Writing This AI Newsletter
Lenny's Newsletter
Rapidly test and validate any startup idea with the 2-day Foundation Sprint (from the creators of the Design Sprint) | Jake Knapp & John Zeratsky (Character Capital)
Saastr
Aaron Levie Box’s CEO: The Great AI Acceleration: Why No Position Is Safe (And That’s Good News)
Saastr
Dear SaaStr: How Do I Know If My New VP of Marketing Is Working Out?
Brian Sugar
Weekend Brief: 🏎️ F1, 🦸 Superman, 🎾 Wimbledon, and ⚽️ Mbappé’s Last Dance
Guru Chahal
Seven Reasons The Browsers Wars Just Reignited!
Guru Chahal
Meta’s Rewriting Hiring Playbooks: Winning AI Talent with Bold Compensation

Saturday, 12 July 2025

12 pieces
Saastr
The Early Days: 5 Things Vanta Got Right, And 5 It Got Wrong, Getting to First $10m ARR
Lenny's Newsletter
🧠 Community Wisdom: Best strategy and design books, building resilience as a PM, prioritizing roadmaps in B2B, optimizing websites for AI and language models, and more
Kyle Harrison
The Holding Companies of Our Hearts
Saastr
How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete
Saastr
Vibe Coding is the Future. But “Roll Your Own?” That’s More Complicated.
Jessie Harris
Week 6 Roundup
Stage 2
Goodbye, MQLs. Hello, Qualified Pipeline.
Ed Sim
What’s 🔥 in Enterprise IT/VC #454
Saastr
Dear SaaStr: My Customer Hasn’t Paid. When is it Worth it to Hire a Collections Agency?
Caitlin Bolnick
7.10.25: ambiguity, attention, and the allure of quiet work
Kenneth Auchenberg
Prioritizing regret minimization
Kenneth Auchenberg
Prioritizing regret minification

Friday, 11 July 2025

8 pieces
Saastr
Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.
A Wealth of Common Sense · Ben Carlson
I Don’t Feel Rich
Saastr
Cursor: Our Users Love Per Seat Pricing. It’s Just The Cost Side Makes It Harder.
Saanya Ojha
AI Ate Search. Now It Wants the Browser.
Lenny's Newsletter
The definitive guide to mastering product sense interviews
Net Interest · Marc Rubinstein
Big Bang 2.0
Sammy Abdullah
All Public SaaS Acquisitions through May 2025
Saastr
AI-Native GTM Teams Run 38% Leaner: The New Normal?
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