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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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 19 May 2025

24 pieces
Saastr
AI Adoption: 5 Hard Truths About the Fastest Technology Transformation in History With Aaron Levie, CEO Box
Building Rome(s) · Aadil Maan
What does a TPM Synthesize when AI is getting great at Synthesizing?
Greycroft.com
Building the Future of Brands: Inside the 2025 Greycroft Consumer Brands Summit
Cathay
Please, Please, Please, Let Me Get What I Want
Climate Tech VC
🌎 IRA cuts in the budget battle #246
Deconstructor of Fun
What I Took from Games to Build Better Consumer Apps
Rougher Thoughts · Sarah Tavel
An AI "Metamorphosis": Transforming into an AI-native company.
Level VC
Level’s Albert Azout hosted on the Superclusters Podcast
Will Ventures
Investing In Creator-Led Brands, At Peak Creator-Led Brand
Feld Thoughts · Brad Feld
Turn Every Page
Madrona Ventures
Investing in GrowthX: Redefining the Traditional Marketing Workflow
Deepwater Asset Mgmt
Search Will Be On Trial at Tomorrow’s Google I/O Event
The Micromobility Newsletter · Team M
Capital Bikeshare's Record April Numbers!
On My Mind · Michael Dempsey
The First 40 Months
Saastr
The Great AI Reset: It’s Time to Refound Your Start-Up. Now.
Thomas Reiner
Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms
Generative Value · Eric Flaningam
TSMC: The Index on Technology
The Sociology of Business · Ana Andjelic
Studios as retailers
Lenny's Newsletter
How custom GPTs can make you a better manager | Hilary Gridley (Head of Core Product at Whoop)
Saastr
Dear SaaStr: We’re Thinking of Bringing in an Outside CEO to Help Us Scale. How Much Should We Pay Them?
European Tech Weekly
European Tech Weekly - Week 20 - 2025
OpenVC.app
The Ultimate Guide To Venture Capital Due Diligence
Akash Bajwa
The Parallel Scaling Law for Language Models
Termsheet · Zubair N. Paracha
Exclusive: Inside STV's $100M AI bet

Sunday, 18 May 2025

11 pieces
Radical VC
How Human-Centred AI Actually Gets Built
Dash Media
The GSV Big 10: The Team! The Team!
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Saanya Ojha
🧾Weekly Wrap Sheet (05/16/2025): Brainwaves, Buy Buttons & Boardroom Power Plays
Saastr
The Reality of Selling Your Company: What No One Tells Founders with Brian Halligan, Co-Founder and Chair of HubSpot
A Wealth of Common Sense · Ben Carlson
Some Things I’ll Never Spend Money On
Investing in AI · Rob May
Improving Early Stage DPI With a Liquidation Preference Dividend
Fakepixels · Tina He
Infinite Playgrounds: The Building of AI-Native Worlds (Part I)
Lenny's Newsletter
Microsoft CPO: If you aren’t prototyping with AI you’re doing it wrong | Aparna Chennapragada
Saastr
Dear SaaStr: How Should I Specialize My Sales Team?
Tomasz Tunguz · Tomasz Tunguz
How AI Redefines User Experience

Saturday, 17 May 2025

5 pieces
Lenny's Newsletter
🧠 Community Wisdom: When to hire a designer and have a design system, collecting feedback from support, how to make animated video with AI, feedback on StrengthsFinder, and more
Saastr
The Bar Today for a Series B
Stage 2
How to Identify and Invest in Top Talent
Ed Sim
What’s 🔥 in Enterprise IT/VC #446
Saastr
Dear SaaStr: I’ve Got 4 Sales Reps. Should My VP of Sales Have Their Own Quota?
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