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SUN 01 NOV 2026 · 164 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Monday, 16 June 2025

35 pieces
Saanya Ojha
Your VP Sales Can’t Save You: AI GTM in the Post-Playbook Era
Thomas Reiner
Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash
Pirate Wires · Mike Solana
Palantir's Former Head of Intelligence Has a New Quest
Revolution Ventures
Hawaii’s Past Inspires Our Present: Lessons Shared on the Hill
Greycroft.com
Inside the rise of Whatnot, the wildly-entertaining, FOMO-inducing, $5 billion shopping app you’ve never heard of
Net Interest · Marc Rubinstein
NEW POD! Inside the Asset Management Industry with Ted Seides
Casey Accidental
When Growth Plateaus: How Does Brand Marketing Fit In?
Insight Partners
How Jaleh Rezaei is transforming enterprise go-to-market with Mutiny
Battery Ventures' Substack
Designing an AI-Native Marketing Team: A Guide for Founders
Sammy Abdullah
The Overlooked 10%: How Non-Recurring Revenue Drives SaaS Success
Climate Tech VC
🌎 Fervo goes hotter, deeper, faster, cheaper #250
Saastr
AI is Already Increasing Our Cognitive Load. That’s Only Going to Increase — Dramatically.
Lombardstreet Medium
Founders First: Our Playbook for Pre-Seed Trust
Massimo Sgrelli
Founders First: Our Playbook for Pre-Seed Trust
Deconstructor of Fun
What AI Is Really Doing to Games and the Game Industry
Menlo
Agentic Styling and Shopping: Why We’re Backing Alta
Extantia Capital
Warning: scale doesn’t always mean better unit economics
Saastr
A16Z: Enterprise AI Spending is Growing 75% a Year.
Generative Value · Eric Flaningam
Toast: A Recipe for Building a System of Record
Radical VC
The Exponential Curve of Innovation
Greylock News
Introducing Aspora: The Financial Super App for the Global Diaspora
The Micromobility Newsletter · Team M
Infinite Machine Unveils Olto Modular E-Bike
The Sociology of Business · Ana Andjelic
Labubu is a meme stock
Kevin Stevens
Is this thing on?
Kevin Stevens
Is this thing on?
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in High Yield Munis
Lenny's Newsletter
A designer's guide to Cursor: How to build interactive prototypes with sound, explore visual styles, and transform data visualizations | Elizabeth Lin
Saastr
Dear SaaStr: How Often Does a Typical SDR Follow Up With a Prospect? Probably Too Often These Days
Akash Bajwa
Distribution and data flywheels in AI
Sequoia
Partnering with Aspora: Diaspora Banking Goes Global
Sequoia
Partnering with Aspora: The Power of Focus
A Wealth of Common Sense · Ben Carlson
How to Diversify Against the Dollar
Dash Media
EIEIO Best Of...Video Killed The Radio Star
Deepwater Asset Mgmt
Robotaxi is a Juicy Opportunity. How Much Juice?
Tomasz Tunguz · Tomasz Tunguz
The Data Decacorn Derby

Sunday, 15 June 2025

5 pieces
The Micromobility Newsletter · Team M
What to Expect at Micromobility Europe 2025
Saanya Ojha
🧾 Weekly Wrap Sheet (06/13/2025): Reasoning, Reactors, Raids & Reboots
Saastr
MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt
Fakepixels · Tina He
The Art of Understanding What's Going On
Lenny's Newsletter
How to build a team that can “take a punch”: A playbook for building resilient, high-performing teams | Hilary Gridley (Head of Core Product, Whoop)
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