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MON 02 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, 9 May 2025

12 pieces
Newcomer · Eric Newcomer
OpenAI's Simmering Microsoft Battle & VCs Offloading Shares in Secondaries
Caitlin Bolnick
5.9.25
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Investing in Recraft's $30M Series B
Saastr
Our Worst Vendor Launched a Great New Feature Today. And Just Like That—I’m Back
Clouded Judgement · Jamin Ball
Clouded Judgement 5.9.25 - M&A Sweet Spot
Dash Media
☀️EP. 7 · Paul Escala: Superintendent of Catholic Schools, Archdiocese of Los Angeles | Edreform in 10
Not Boring · Packy McCormick
Weekly Dose of Optimism #143
Saastr
Dear SaaStr: How Hard Should We Push to Get Cash Upfront in Deals?
Pirate Wires · Mike Solana
What I Saw, as a Former Blob Media Journalist Who Is a Girl, at the Hill & Valley Forum
Cathay
From Series C to IPO: Yuanbao Takes AI-Driven, Inclusive Health Insurance to Nasdaq on April 30th
Saastr
New SaaStr on 20VC: Why VCs Are “Upside Junkies” and AI is “Maiming” Growth Companies
Feld Thoughts · Brad Feld
My Upcoming Events in Boulder

Thursday, 8 May 2025

25 pieces
Santosh Sankar
A Framework for Secondary Sales
Santosh Sankar
A Framework for Secondary Sales
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: A Primer on M7 (Part 1)
Lowercarbon
You can’t charge a battery with a press release. 
The Micromobility Newsletter · Team M
Donkey Republic's Big Turnaround - 2024 Financials
Collaborative Fund
A Few Questions
Jeff Morris Jr.
When Software Buys Software
Susa Ventures
Better Health = Better Business
Sequoia
AI Ascent 2025
Madrona Ventures
AI’s Next Phase: From Research to Real-World Value
A Wealth of Common Sense · Ben Carlson
Private Equity is Coming to a 401k Plan Near You
Insight Partners
Managing data to embrace an AI-first mindset
Saanya Ojha
OpenAI’s Evolving Structure
Euclid Ventures
Early-Stage Product Strategy in Vertical AI
Battery Ventures
4 Ways Software CFOs Can Partner with CTOs to Unlock Engineering Productivity
Saastr
It’s 4 Years Later. I’m Ready to Buy Your Product.
Acrew Capital
Powering the Next Chapter of Banking
Acrew Capital
Powering the Next Chapter of Banking
A Wealth of Common Sense · Ben Carlson
I’m Coming to Chicago
Venture Desktop · Brett Bivens
The Urgent Buyer Era
Lenny's Newsletter
How have I been complicit in creating the conditions I say I don’t want? | Jerry Colonna (CEO of Reboot, executive coach, former VC)
Saastr
Dear SaaStr: What is a Good Benchmark for SaaS Revenue Per Employee by Stage?
Digital Native · Rex Woodbury
Came for the AI Tool, Waiting for the AI Network
Deconstructor of Fun
Why Smart Founders Say No to Billions
Tomasz Tunguz · Tomasz Tunguz
A CEO of AI Applications Marks a New Era of AI Competition

Wednesday, 7 May 2025

3 pieces
Insight Partners
Fastino Launches TLMs (Task-Specific Language Models) with $17.5M Seed Round Led by Khosla Ventures
Brian Sugar
The Discipline of Liquidity
Scale Venture Partners
Naming the Lakehouse: How Databricks created their category
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