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MON 02 NOV 2026 · 164 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

Tuesday, 8 April 2025

8 pieces
makers + builders · Parul Singh
Cursor vs. Copilot: a masterclass in embedded AI strategy
Newcomer · Eric Newcomer
Sunday Scaries & A Muted Monday: How VCs Are Navigating the Tariff-Driven Stock Market
Saastr
Dear SaaStr: When Should I Hire Our First Sales Person, and Who Should I Hire?
Jeff Morris Jr.
Tobi's Shopify Memo
Jeff Morris Jr.
Tobi's Shopify Memo
European Tech Weekly
European Tech Weekly - Week 14 - 2025
Heartcore
🌸 Heartcore Insights
Brian Sugar
Finding the Middle Path: When Founder Liquidity Serves the Long Game

Monday, 7 April 2025

27 pieces
Nikunj Kothari
Create > Consume
1517 Fund
1517 Garage Science: Flux Capacitor Applications to Open April 23
Crucible Capital
Welcoming Kelly Greer
Point72 Ventures
Business Insider: Tech has a new power base in Washington, DC
Pirate Wires · Mike Solana
The OpenAI, Datavant, and Education Vets Rescuing K-12 from Itself
Sammy Abdullah
SaaS M&A can work, sometimes
Northside Ventures
Tech Trends I Observed in Q1 2025
James Heath
Backing Micro VCs
James Heath
Backing Micro VCs
Climate Tech VC
🌎 Tariffs, trade wars, and climate tech #240
Saastr
The Top 10 Learnings from Launching SaaStr’s Own AI: What Every B2B Founder Needs to Know
Radical VC
Ribbon and the Voice AI Opportunity
Ellen Chisa
Boldstart & SVB Inception Bootcamp
Boldstart VC
Boldstart & SVB Inception Bootcamp
The Micromobility Newsletter · Team M
NIU Sells 203K Vehicles in Q1 2025, Up 57% YoY
Deconstructor of Fun
The Future of Gaming: Engaging Gen Z
Not Boring · Packy McCormick
Us Against Spacetime
Stratechery
Trade, Tariffs, and Tech
A Wealth of Common Sense · Ben Carlson
Talk Your Book: International Stocks, So Hot Right Now
Jeff Morris Jr.
5 Years Later
Jeff Morris Jr.
5 Years Later
Saastr
Dear SaaStr: How Does a First Time Founder Identify 10x Hires?
Akash Bajwa
Brand As An Enduring Moat And The Post-MCP World
Akash Bajwa
Brand As An Enduring Moat And The Post-MCP World
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
The Generalist · Mario Gabriele
Introducing The Generalist Podcast
Tomasz Tunguz · Tomasz Tunguz
The Impact of Tariffs on Series As

Sunday, 6 April 2025

5 pieces
Generative Value · Eric Flaningam
Salesforce & AI Strategy
Saastr
Top SaaStr Posts and Pods of the Week: Wiz and Rippling’s CROs; Google Cloud’s VP of Marketing; And Great Dashboards
Nathan Benaich · Nathan Benaich
State of AI: April 2025 newsletter
Nathan Benaich · Nathan Benaich
Your guide to AI: April 2025
A Wealth of Common Sense · Ben Carlson
How Bad Could This Get?
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