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SUN 01 NOV 2026 · 170 new pieces this week

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Select picks in the past month
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 & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 3 July 2025

2 pieces
Sajith Pai
Cold emails, Dunbar numbers, and non-alcoholic beer
OpenVC.app
How to skip VCs and go straight to M&A

Wednesday, 2 July 2025

25 pieces
Saastr
SaaStr Live: How Wiz’s CMO Built a $32B Marketing Machine (Without Any Marketing Experience)
Saastr
Microsoft: We Need A Lot Less Employees. And a Lot More AI Infrastructure.
A Wealth of Common Sense · Ben Carlson
Is Gen Z Out of Luck Financially?
Jack Arenas
Speaking Out of Turn
Saanya Ojha
The Internet Just Flipped Its Default
Coding VC · Leo Polovets
Humba Ventures' Deep Tech Fellowship
Saastr
What’s Accelerating in 2025: $5B+ Unicorns
Venture Prose
A Full Ironman of Attention
A16Z Crypto
10 reads for your summer vacation
Frankly Speaking · Frank Wang
Why security has become easier
Amir Kabir
Edition 1 | 2025 — Why Risk Is the Most Undervalued Asset Class
Scale Venture Partners
Where’s my AI banker? Why financial services is lagging on AI adoption
Feld Thoughts · Brad Feld
Podcasts on The Startup Community Movement
My Climate Journey · Jason Jacobs
Hard Truths from the Hardware Trenches: Lessons on Supply Chains
Deepwater Asset Mgmt
Tesla Deliveries Not as Bad as Feared; It’s Still All About Autonomy
David Teten
7/10, NYC: Join us at Light DAO Salon
BBG Ventures
Celebrating Claire Biernacki’s promotion to Partner
Clouded Judgement · Jamin Ball
Figma - Benchmarking the S1 Data
The Sociology of Business · Ana Andjelic
Research report: Anatomy of a collaboration
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Top 10 Risks to the Stock Market
Kyle Poyar's Growth Unhinged · Kyle Poyar
You should be playing with AI agents for marketing
Saastr
Dear SaaStr: How Do I Ramp a New Sales Rep at a Seed Stage Start-Up?
Digital Native · Rex Woodbury
20 Seed & Series A Companies Building in Consumer AI
Nikunj Kothari
Talk to my twin
Tomasz Tunguz · Tomasz Tunguz
Figma's S-1: A PLG Powerhouse

Tuesday, 1 July 2025

13 pieces
Greylock News
Gen AI Present and Future: A Conversation with Shamim Mohammad, EVP and Chief Information and Technology Officer at CarMax↗Retail · Mobility
Saastr
5 Interesting Learnings From Figma at $820,000,000. The B2B IPO of The Year?
Kasra Khadem
Canada Day: A Celebration of Good Enough
Deepwater Asset Mgmt
Apple’s Odds of Successfully Launching New Siri in 2026 Are Rising
Cathay
Behind the Term Sheet: Backchannel’s $3M Pre-Seed
Euclid Ventures
The Vertical Review: Voice AI in Healthcare
Commerce Ventures
Why Stablecoins are Reshaping B2B X-Border Payments
Commerce Ventures
Agentic Commerce is Here
Commerce Ventures
Why “Shopify for B2B” Might Finally Work — Thanks to AI
Uma Chalik
5 EUROPEAN SUMMER DESTINATIONS
Saanya Ojha
Oracle, the Comeback Kid: Nothing says “we’re back” like a $30B cloud contract
X 100PRD · Angelo
Sillicon Valley Etiquette
Annelies Gamble
The Next Frontier in Freight Forwarding
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