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MON 02 NOV 2026 · 161 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

Thursday, 1 May 2025

23 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
In Defense of Greedy Billionaires
Dash Media
"Machines Will Not Take Our Sovereignty"
Sammy Abdullah
Profitability Trends in SaaS for 2024
A Wealth of Common Sense · Ben Carlson
The U.S. Dollar vs. Your Portfolio
First Round Review
Mastering the Human Side of Engineering: Lessons from Apple, Palantir and Slack
Greylock News
From Clicks to Clarity
Insight Partners
AWARD: Private Equity International’s The Future 40
Madrona Ventures
Customer Obsession & Agentic AI Power Ravenna’s Reinvention of Internal Ops
Newcomer · Eric Newcomer
In Washington, Silicon Valley’s Iconoclasts Cheer an America-First Consensus
Saastr
A 10 Point Checklist for Hiring Your First Few Sales Reps
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - ARR or ERR?
Better Tomorrow Ventures
Builders & Buyers: Sheel Mohnot on AI, Authenticity, and the Future of Fintech
The Micromobility Newsletter · Team M
Vision Edge One and GCM Grosvenor Acquire Inurba Mobility
Uncork Capital
Uncork Capital Closes $300M to Support Early-Stage Founders
Madrona Ventures
Living in the Edge — Our Investment in EdgeRunner AI
Not Boring · Packy McCormick
Hyperlegible 008: Golden Age with Mike Solana
Abe Murray
AlleyCorp Deep Tech | April 2025 Newsletter
Abe Murray
AlleyCorp Deep Tech | April 2025 Newsletter
The Sociology of Business · Ana Andjelic
"Transformative luxury" and the rise of the wellness hotel
Lenny's Newsletter
The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell (co-founder and CEO)
Saastr
Dear SaaStr: How Do I Write a Great Cold Email To VCs?
Denny Gabriel
Investing where It Feels Good or Feels Bad? Where are the Returns?
Tomasz Tunguz · Tomasz Tunguz
100 Trillion Tokens

Wednesday, 30 April 2025

17 pieces
Pirate Wires · Mike Solana
100 Years, $4.77 Billion: New York's Second Avenue Subway Disaster
Scale Venture Partners
How to price AI: The cheat sheet for B2B founders
Dash Media
The Birth of the Data Grid
Emergence Capital
Introducing the Emergence Rate
Insight Partners
How cofounders Yevgeny Dibrov and Nadir Izrael built Armis, cyber exposure management and security giant
Sammy Abdullah
2024 SaaS Customer Success and Hosting Cost Trends
Susa Ventures
Our investment in Nuvo
Sequoia
Partnering with Nuvo: The Future of B2B Commerce
Deepwater Asset Mgmt
Apple Preview: It’s All About The Long-Term
Saastr
2026 Will Be a World of PLG+AI. PLG plus AI Sales Reps. We Have No Choice.
Madrona Ventures
Investing in Trek Health: Transforming Data into Insights for Healthcare
G2VP
Why We Invested in Cast AI
Saastr
5 Interesting Learnings from ServiceTitan at $840,000,000 in ARR
Greycroft.com
Chiraag Deora joins Greycroft as a Principal
Insight Partners
AWARD: GrowthCap Top Healthcare Investors of 2025
F Prime
Agentic Payments Deep Dive
Conor Witt · Conor Witt
The Data Tapes Edition #21
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