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SUN 01 NOV 2026 · 163 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 30 May 2025

2 pieces
Pirate Wires · Mike Solana
Tenderloin on the Potomac
Tomasz Tunguz · Tomasz Tunguz
How Monte Carlo's Daily Revenue Model Rewrote Their Strategy

Thursday, 29 May 2025

30 pieces
Nikunj Kothari
Letter to CS Grads of 2025
Jared Heyman
On YC startup exits (2025 update)
The Micromobility Newsletter · Team M
VanMoof’s Micromobility Europe Surprise 👀
Brian Sugar
The Return of Taste: Why Consumer Investing Is Back and Smarter Than Ever
Kojo Osei
Codex, Jules, and the Dawn of Async Agents
Janelle Teng
Accelerating enterprise transformation toward high-performance analytics with ClickHouse
Scale Venture Partners
Is AI coming for VC jobs? We hope so
Feld Thoughts · Brad Feld
A Tweet, Vibe Coding, Jj, and Grok Walk Into A Bar
Dash Media
🎙️ Ep. 48 · Dan Rosensweig, Executive Chairman of Chegg | Ed on the Edge
A Wealth of Common Sense · Ben Carlson
The Best Time to Sell Your Stocks
Matthew Mandel
Volteras
Saanya Ojha
The Most Valuable Pickaxe in the AI Gold Rush
Munich Re Ventures
Bringing Humanity to Hard Moments: Empathy’s Category-Defining Platform
Casey Accidental
Building an AI-Native Company: Onboard Everyone Like an Engineer
Collaborative Fund
The Consumer AI Revolution Won’t Be Technical. It’ll Be Emotional.
Frankly Speaking · Frank Wang
Will AI lead to more "managed" security services?
Saastr
AI, Sales + GTM in 2025/2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton
Turner Novak
🎧🍌 Inside Samsara’s Journey to $26B Public Company | Sanjit Biswas, Co-founder and CEO
USV
Volteras↗Climate · DevTools · Infra
USV
Volteras
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Series A: The Ivy League
Madrona Ventures
The End of Biz Apps? AI, Agility, and The Agent-Native Enterprise from Microsoft CVP Charles Lamanna
Flare Capital
Surviving Digital Health: How to Build Sustainable Tech-Enabled Service Companies — Part 3…
My Climate Journey · Jason Jacobs
The Next Frontier in Climate Tech is Invisible — And It’s AQ: AI + Quantum
Saastr
The Bay Area Has 54% of All SaaS Funding. Everyone Else Isn’t Even Close.
The Sociology of Business · Ana Andjelic
Case studies: creativity x business
Saastr
Dear SaaStr: We’re Starting a Big Paid Pilot. How Do Maximize the Chances of Success?
Jason Stoffer
“Omada’s $1B IPO: Can It Slash Corporate Health-Care Costs?”
Deepwater Asset Mgmt
Forget China — Nvidia’s Core Business Is Booming
Tomasz Tunguz · Tomasz Tunguz
1000x Increase in AI Demand

Wednesday, 28 May 2025

8 pieces
Greylock News
Gen AI Present and Future: A Conversation with Chris Bedi, CCO and AI Enterprise Advisor at ServiceNow↗Enterprise · AI
Felicis
Browser Use, the tool making it easier for AI ‘agents’ to navigate websites, raises $17M
Battery Ventures
Designing an AI-Native Marketing Team: A Guide for Founders 
Greylock News
Welcome, Howard Ting!↗Market
Jess Schram
How to Prepare Your Business for AI Adoption
Newcomer · Eric Newcomer
SCOOP: OpenEvidence, an AI Assistant for Doctors, in Talks to Raise a New Round of Funding at a $3 Billion Valuation
SciFi VC · Alex Hartz
Product Manager @ SciFi VC
Kasra Khadem
Coming soon
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