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MON 02 NOV 2026 · 134 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 MarketsSemiconductorsMedia & Entertainment

Thursday, 13 February 2025

3 pieces
James Heath
The VC Fund Trap: 2025 - 2030
James Heath
The VC Fund Trap: 2025 - 2030
Tomasz Tunguz · Tomasz Tunguz
Fast-Track Your Growth: GTM & Marketing Office Hours for SF Founders

Wednesday, 12 February 2025

31 pieces
Saastr
Lighter Capital: “We’ve Funded 15+ Companies at SaaStr Annual”
Venture Prose
Embrace Chaos
Commerce Ventures
The Evolution of Online Travel Agencies and the Opportunity for “Headless OTAs”
Ethan Batraski
The Titans Paper: Google's Next Transformer Breakthrough
Uma Chalik
PARIS, in the winter
yCombinator
Join us at AI Startup School — June 16-17
Janelle Teng
How the next iconic data infrastructure company will be born in the AI era
Menlo
Beyond Human: The Next Frontier of Identity Security
Lerer Hippeau
Please welcome Scaled Cognition, the world’s first agentic pre-trained transformer
Sequoia
PMF Framework 2
Clayton Petty · Clayton Petty
The Death of Stickiness
USV
Cactos↗Climate
USV
Cactos
Deepwater Asset Mgmt
Apple Intelligence in China Should Move The Growth Needle
Matthew Mandel
Cactos
Movements · Adam Feldman
🤔 NVIDIA'S Real Moat, Scrapped?
Pirate Wires · Mike Solana
Reflections on Palantir
Saastr
5 Interesting Learnings from Shopify at $11.2B in ARR
Not Boring · Packy McCormick
Long Questions/Short Answers
Saastr
The $10M to $1B Vertical SaaS Playbook: Key Lessons from Procore’s Chief Product Officer Wyatt Jenkins
The Sociology of Business · Ana Andjelic
The cult of office design
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is $1 Million a Lot of Money?
Kyle Poyar's Growth Unhinged · Kyle Poyar
The best automated GTM plays you’re not running
Digital Native · Rex Woodbury
Techno-Optimism and Horizon Expansion
Saastr
Dear SaaStr: What is a Good Refund Policy for a SaaS Product?
James Heath
My 10 PREDICTIONS for VC in 2025
James Heath
My 10 PREDICTIONS for VC in 2025
Matthew Mandel
Presto
Termsheet · Zubair N. Paracha
Best seed cheques of the Middle East
Madrona Ventures
Scaling, AI, and Leadership after Big Tech: Lessons from Highspot’s Bhrighu Sareen
USV
Presto↗Climate

Tuesday, 11 February 2025

6 pieces
Thomvest
How A Development Plan Can Enhance Your Team's Capabilities And Increase Employee Job Satisfaction
On My Mind · Michael Dempsey
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
Evan O'Donnell
Part I: 100k Emails that Shaped the Early Internet
A Wealth of Common Sense · Ben Carlson
Simple Explanations to Complex Topics
Michael Dempsey
The Evolution of Perception Markets: Schelling Point Companies, Reality Ratios, & Narrative Receptacles
Pirate Wires · Mike Solana
Founders, Leave Delaware (While You Still Can)
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