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SUN 01 NOV 2026 · 162 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 TechSemiconductorsConsumer

Tuesday, 10 June 2025

17 pieces
Scale Venture Partners
MCP is the new WWW
Venture Upward · David Beisel
Trust
Fika Ventures
2025 LA First Look Retreat  —  Altitude and Advertising: Building MNTN with a Pilot’s Precision…
Sammy Abdullah
Tech founder ownership at 207 co’s
Selina Wang
The Rise of Systems of Consolidation Applications
OpenVC.app
Top 20 crowdfunding platforms for startups
Meera Clark · Meera Clark, Partner @ Redpoint
The AI Interface of Tomorrow
Saastr
The Hidden Truth About Vibe Coding in SaaS: Most B2B Software Was Never Hard to Build
Stratechery
Apple Retreats
My Climate Journey · Jason Jacobs
Our Investment in Rhizome
Not Boring · Packy McCormick
Modern Magnificenza
Saastr
The Private Equity Hangover: What B2B Founders Need to Know About the $3.6T Exit Logjam
Lenny's Newsletter
How to get your entire team prototyping with AI
Saastr
Dear SaaStr: We’re at $8m ARR, Growing 50% and Bootstrapped. Should We Raise a Growth Round?
Lenny's Newsletter
How to get your entire team prototyping with AI
Heartcore
✍️ Heartcore Insights
Tomasz Tunguz · Tomasz Tunguz
Partnering with Maze Security

Monday, 9 June 2025

23 pieces
Nikunj Kothari
Generated Worlds
makers + builders · Parul Singh
The AI companies that will survive the burn
Uncork Capital
How We Curate Our Guest List All Year (And Why It Matters)
Felicis
Cellino and the promise of personalized stem cells
Felicis
Investing in Browser Use
Felicis
The Forbes Midas List 2025
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Menlo
The Future of Building Intelligence Starts With Runwise
Newcomer · Eric Newcomer
My Conversation with Roy Bahat As Bloomberg Beta Announces New $75M Fund
Revolution Ventures
Why We’re Doubling Down on Pathos — and the Practical Application of AI in Healthcare
Felicis
Revel emerges from stealth with $30 million to prevent your critical hardware from exploding—literally
Felicis
Letta, one of UC Berkeley’s most anticipated AI startups, has just come out of stealth
Felicis
Wherobots, cloud-based geospatial data platform, closes $21.5 million Series A
Felicis
Investing in Observo AI
Felicis
Mercor, an AI recruiting startup founded by 21-year-olds, raises $100M
Felicis
General Proximity gets $8M for drug discover
Felicis
Treasury management fintech Nilus raises $10M
Casey Accidental
When Growth Plateaus: How and When to Layer on New Acquisition Channels
Saastr
The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies
The Micromobility Newsletter · Team M
Bike Sales in the Netherlands Drop to 10-Year Low
Pirate Wires · Mike Solana
“Protest” or “Riot” in LA? Wikipedia’s Editors Decide
Munich Re Ventures
Where Old Infrastructure Meets New Intelligence: Runwise’s “No Brainer” Building Solution
Jamesin · Jamesin Seidel
Nothing Was The Same
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