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MON 02 NOV 2026 · 162 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, 25 March 2025

28 pieces
Newcomer · Eric Newcomer
Dishing on Investors' Favorite Enterprise Startups with Wing’s Peter Wagner
Steven Sinofsky
229. "Tech Goes Hardcore" ... Again.
Santosh Sankar
Fundraising: Preemption vs Process
Santosh Sankar
Fundraising: Preemption vs Process
Building Rome(s) · Aadil Maan
The Sum of All Anxieties
G2VP
Stranded Energy to Sustainable AI: Inside Crusoe’s Abilene, TX Data Center Campus
Janelle Teng
Roadmap: Data 3.0 in the Lakehouse Era
Saanya Ojha
No One Woke Up Wanting a Horizontal AI Platform
A Wealth of Common Sense · Ben Carlson
Insecurity Analysis
My Climate Journey · Jason Jacobs
Our Investment in Mantel Capture
NextView VC
The Startup Copycat Fallacy
Sammy Abdullah
Learnings from Snapchat’s founding
Insight Partners
Andrew Ng: Why Agentic AI is the smart bet for most enterprises
Insight Partners
How to build a team abroad: 3 essential steps for founders
Madrona Ventures
Inside Microsoft’s AI Bet: Satya Nadella on Leadership, Innovation and the Future
Fred Wilson
USV's Slow Hunch
Saastr
In-Person Sales Generate 3x Higher Conversions Per The CROs of Toast, Splunk, Brex and Slice
Emergence Capital
Announcing Emergence VII: A $1 Billion Commitment to Building Iconic B2B Companies
CRV Insights
Power to the Bot — CRV Partners With Dyna Robotics to Commercialize Embodied AI With Low-Cost…
Newcomer · Eric Newcomer
Browserbase, Clay, Cursor & Databricks Top Enterprise Tech 30 VC Survey
Glasswing VC
Welcoming Ellen Rubin: Glasswing’s Newest Operating Partner
Not Boring · Packy McCormick
Hyperlegibility
Ben Yoskovitz
The Power of Micro-Exits: My Story Building & Selling Robin
Lenny's Newsletter
How to ship like a startup
Heartcore
👀 Manus AI, Trumpcession and backing PhaseTree
Saastr
Dear SaaStr: When Should You Make Your First Finance Hire?
Saastr
From 0 to 1 Billion Meetings: How Otter.ai Built a Bottom-Up AI SaaS Without a Single Sales Rep
makers + builders · Parul Singh
The AI Arms Race Isn’t About Models—It’s About Data Moats

Monday, 24 March 2025

12 pieces
Joe Lonsdale
A Note on Antisemitism
Nikunj Kothari
Fight Inertia
Chamath Palihapitiya · Chamath Palihapitiya
Short Dive: The Trump Administration's Fiscal Strategy
Newcomer · Eric Newcomer
VC RETURNS REVEALED: See IRR Performance for 50+ Venture Funds in 2024
Saanya Ojha
Selling to Skeptics: What enterprise buyers want today
NextView VC
Mega-Funds and the Great Re-Risking
NextView VC
Mega-funds, the Cost of Capital, Power Laws, and the Great Re-risking
Saastr
How to Meet 1,000+ Leading CMOs, CROs, CCOs, and CFOs at 2025 SaaStr Annual on May 13-15!
The Micromobility Newsletter · Team M
Porsche Unveils Next-Gen E-Bikes
Point72 Ventures
The Consumer VC: Will AI Screw IP Holders, Content Getting Better or Worse, and The Future of Journalism with Ishan Sinha, Partner at Point72 Ventures
Nkechi Iregbulem
Investing in Nace AI
Saastr
AI is Already Remaking SaaS. 10 Trends To Watch Right Now. And Not Fall Behind On.
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