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TUE 03 NOV 2026 · 130 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 & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 6 March 2025

5 pieces
Lenny's Newsletter
Notion’s lost years, its near collapse during Covid, staying small to move fast, the joy and suffering of building horizontal, more | Ivan Zhao (CEO and co-founder)
Saastr
Dear SaaStr: How Can a New VC Build Relationships With Top Founders?
Irene Au
Rethinking the canonical design process diagram, and a call for beauty
Travis May
150 AI Use Cases in Healthcare
Tomasz Tunguz · Tomasz Tunguz
Why War & Peace Is Killing Your Data Budget

Wednesday, 5 March 2025

33 pieces
Insight Partners
CoverForce Secures $13 Million in Series A Funding Led by Insight Partners to Build Infrastructure and Connectivity Between Insurance Carriers and Agencies
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Media Landscape - Sense-making 2.0
Obvious Ventures
Building Economic Health With AI
Scale Venture Partners
Announcing our investment in Freed
Minn Kim
How to build courage
Boldstart VC
Future of Software, Agents in the Enterprise, and Inception Stage Company Building // Eliot Durbin
Lotus Capital
Is Apple Falling Behind in the AI Race?
Obvious Ventures
Eight New Champions to Guide World-Positive Founders
Obvious
Our New Champions to Guide World-Positive Founders
James Murphy
Breaking China’s Grip: The Race to Reindustrialize and Secure Critical Minerals in the United…
Sammy Abdullah
Responding to Email from VC
Investing in AI · Rob May
The Chesterton's Fence AI Investing Strategy
notes & upside · Nandu Anilal
AI for Creation and Maintenance
Fika Ventures
Expanding Horizons: Growth Strategies for Vertical SaaS Companies
Saastr
5 Interesting Learnings from Snowflake at ~$4 Billion in ARR
Maveron
The Big Opportunity in Reimagining Childcare and Learning
Sequoia
Partnering with Freed: An AI-Powered Clinician’s Assistant
Ian's Blog: Nominal Returns · Ian Gutterman
USAA Has Lost Its Mission
Not Boring · Packy McCormick
Primer: From Software to Schools
Saastr
CRO Confidential: How Codium Built A Billion-Dollar AI Company and a Winning Sales Machine with VP of Worldwide Sales, Graham Moreno
Conor Witt · Conor Witt
The Data Tapes Edition #17
Saastr
The 10-Point Checklist For When You Sell Your Company With Founder Collective
Pirate Wires · Mike Solana
Tangled Up in Methylene Blue
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is a Recession Coming?
Venture Unlocked · Samir Kaji
Embracing AI: Opportunities, Challenges, and the Future of Work
Kyle Poyar's Growth Unhinged · Kyle Poyar
There is no transition "out of sales" as a founder
Extantia Capital
Plastic-eating enzymes redefine recycling: Why we invested in Epoch Biodesign
Dawn Capital
Global Muscle, Startup Hustle: Secrets from Quantexa’s Series F
Matt Turck
Quick S-1 Teardown: CoreWeave
Madrona Ventures
Beyond Quota: How Founders and GTM Leaders Can Build a Predictable Revenue Machine
Matt Turck
Quick S-1 Teardown: CoreWeave
Nikunj Kothari
Mandatory Fun
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide: Essential Management Advice for Startups

Tuesday, 4 March 2025

2 pieces
Emergence Capital
March Newsletter: What More Data Portability Means for Fintech
Uncork Capital
Productive Friction: Why Elite Tech Teams Design for Disagreement
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