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SUN 01 NOV 2026 · 163 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

Monday, 9 June 2025

40 pieces
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
Saanya Ojha
Apple, the Armchair Critic at the AI Olympics
Memory Leak
Voice AI in a Box: The Future Is Talking Back
Climate Tech VC
🌎 A tale of two fundraises #249
Insight Partners
AWARD: Top 25 in ’25 Women in Technology Investing | Kayo Conference Series
Climate Tech VC
Two climate investors on raising in today's tough market
Female Founders Fund
She’s driving change. Introducing Dacora, led by former Mirror CTO Kristie D’Ambrosio-Correll.
Feld Thoughts · Brad Feld
Substack vs. X vs. LinkedIn vs. Medium vs. Blog
Saastr
Stealth AI Churn: Are Your Customers Starting to Leave Already?
Virtual Elena · Elena Burger
Notes on Creative Transparency
Virtual Elena · Elena Burger
Notes on Creative Transparency
Radical VC
AI and Robotics Transform Drug Formulation
The Sociology of Business · Ana Andjelic
The taste of food
Saastr
The HubSpot AI Playbook: How Yamini Rangan Is Leading the Most Aggressive B2B AI Transformation
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Where to Find Higher Dividend Yields
Lenny's Newsletter
Gamma’s Head of Design on how his team uses AI to synthesize feedback, generate on-brand imagery, and maintain design quality while serving users in 60+ countries | Zach Leach
Saastr
Dear SaaStr: What is The Best Way to Set Sales Rep Quotas at Each Stage of a B2B Business?
Akash Bajwa
What Is An AI-Native Company?
Dash Media
EIEIO...Quack! Quack!
Tomasz Tunguz · Tomasz Tunguz
Patterns Across 5 Years of YC Investing
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