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SUN 01 NOV 2026 · 162 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Thursday, 12 June 2025

5 pieces
Felicis
Third Dimension AI raises $7M to build game worlds with generative AI
Saastr
CMO Budgets Are Flat for 3+ Years. But 99% of CMOs Say Gen AI is a Top Priority.
The Sociology of Business · Ana Andjelic
Haven't We Seen This All Before?
Lenny's Newsletter
35 years of product design wisdom from Apple, Disney, Pinterest and beyond | Bob Baxley
Saastr
Dear SaaStr: When Should I Hire My First AE?

Wednesday, 11 June 2025

22 pieces
Felicis
Armada: Bridging the digital divide for critical industries
Dash Media
🏟️🎙️ Dr. Marcus Elliott, Founder of the Peak Performance Project (P3) | S2 E6
Deepwater Asset Mgmt
Apple Is on a Mission To Nail Siri
Saanya Ojha
Meta’s $14.8 Billion Panic-Acquihire
Feld Thoughts · Brad Feld
30 Minutes of Awesome With Seth Godin
Munich Re Ventures
Breaking Free: How Mechanical Orchard Helps Insurers Transition from Mainframes to the Cloud
Pirate Wires · Mike Solana
I Tried to Start an Education Company and It Failed. I Think I Finally Know Why.
Collaborative Fund
Different Kinds of Smart
Scale Venture Partners
Announcing our investment in Abacum
Lolita Taub
💫 Special Edition: Want $1M to Scale Your Startup? Apply to 43North!
Jack Arenas
Human Ingenuity as the Scaling Limit
Sequoia
Privy and Stripe: Making the Future of Finance Frictionless
Lotus Capital
AI in Clinical Trials: Why Investors Are Watching This Space Closely
Sammy Abdullah
Strategic Investors: Nice to Have, Not Need to Have
First Round Review
Is All Micromanagement Bad? Here's How the Best Startup Leaders Balance Details and Delegation
Saastr
5 Interesting Learnings from Circle at $2.3 Billion in “ARR”
Insight Partners
Workflow automation for legal teams: How Flank is empowering law-yers with an autonomous AI agent
Saastr
Every Month is a Good Month to Raise: What 42,000+ Funding Rounds Tell Us About Raising Capital in July
Conor Witt · Conor Witt
The Data Tapes Edition #23
A Wealth of Common Sense · Ben Carlson
Animal Spirits: A Bubble is Coming
Saastr
Dear SaaStr: How Does a Founder Mindset Change As You Go From Startup to Scaleup?
Thomas Reiner
Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)

Tuesday, 10 June 2025

13 pieces
Greylock News
The Rise of AI-Native User Research: From Scheduled Interviews to On-Demand Insight↗AI · Enterprise · DevTools
Tanay Jaipuria · Tanay Jaipuria
Circle S-1 Breakdown
Pirate Wires · Mike Solana
“It Was Chaos” — The LA Riots, a Firsthand Account
Newcomer · Eric Newcomer
Scale AI's Alexandr Wang in the Driver's Seat With Meta Deal
Sam Altman · Sam Altman
The Gentle Singularity
Pirate Wires · Mike Solana
DOGE: A Reckoning
Jarrod Dicker
Media 2025: AI, Agency and the Erosion of the Link Economy
A Wealth of Common Sense · Ben Carlson
The Upside of Gratitude
Denny Gabriel
Can you really build AI unicorns in the public sector?
Deconstructor of Fun
Outsourcing Is Dead. Long Live Co-Development
Greylock News
The Rise of AI-Native User Research: From Scheduled Interviews to On-Demand Insight
Frankly Speaking · Frank Wang
Data security should be making a comeback
Saanya Ojha
WWDC 2025: Liquid Glass, Blurry Vision
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