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TUE 03 NOV 2026 · 129 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

Friday, 7 February 2025

14 pieces
Saastr
It’s 2025. There Is No “Downturn” Anymore. It’s You.
Sammy Abdullah
Negotiate the Investment Banker Engagement Letter
Saastr
From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship
Clouded Judgement · Jamin Ball
Clouded Judgement 2.7.25 - "Group + Triage" AI Systems
Level VC
On Inefficient Markets
Sturgeon Capital
Why We Invested - Cargon
Not Boring · Packy McCormick
Weekly Dose of Optimism #130
Short-Formed · Anu Atluru
Aesthetic Warfare (and the Power of Aesthetic Authorship)
Saastr
Dear SaaStr: Does the Bar for “Success” Keep Going Up in Silicon Valley? Will I Ever Be Happy?
Saastr
How Dialpad Hit $300M ARR by Building Their Own AI Stack: 5 Key Learnings
Saastr
How Top SaaS Companies Drive 2-3x Better Campaign Performance Through Multi-Channel Personalization with Customer.io
Jordan Nel
If Nassim Taleb were a VC
Greylock News
The DeepSeek Moment↗Infra · AI
Tomasz Tunguz · Tomasz Tunguz
Google's Future in Search & AI

Thursday, 6 February 2025

26 pieces
Nikunj Kothari
Don't Look at the Clock
CrossStack
Crossbeam VC's LegalTech predictions for 2025
Race Capital
Partnering with Concierge: Bringing Connected AI Assistants to Modern Teams
South Park Commons
Accelerating Life Sciences Using AI
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
The Techbio Thesis
Lerer Hippeau
Announcing Urban Sky’s $30M Series B: Conversation with Andrew Antonio, CEO of Urban Sky, and…
Turner Novak
🎧🍌 Illegal Immigrant to $160m Fund 1: Inside Villi Iltchev’s Journey Building Category Ventures
Maveron
AI Unleashed: How GPT & Gemini Turned the Tables on Our 2025 Predictions, part III
A Wealth of Common Sense · Ben Carlson
The U.S. Housing Market vs. The Australian Housing Market
Greylock News
The DeepSeek Moment
NextView VC
Building a Business Is Hard Work, Make Sure You Are Getting Credit
Pirate Wires · Mike Solana
The Operation Choke Point 2.0 Hearing: Everything You Need To Know
The Micromobility Newsletter · Team M
Voi, Ryde and Bolt Win Oslo E-Scooter Tender
Euclid Ventures
Emerging Playbooks in Vertical AI
Virtual Elena · Elena Burger
Are We Agentic?
Virtual Elena · Elena Burger
Are We Agentic?
Sammy Abdullah
Good Book on SaaS Sales and CS
USV
Presto↗Mobility · Climate
USV
Presto
Saastr
Deel is Growing 70% at $800m in ARR. Does Market Share Matter if Your TAM is Gigantic?
Ian's Blog: Nominal Returns · Ian Gutterman
The California Fires And What Comes Next
Flare Capital
Investing in Lynx
Building Rome(s) · Aadil Maan
Exciting Announcement: New Paid Subscription for The Art of Doing Technical Program Management Newsletter
The Sociology of Business · Ana Andjelic
Weekly roundup
Saastr
Dear SaaStr: Is The “Sell Me This Pen” Question Still Relevant?
Digital Native · Rex Woodbury
How AI Changes Customer Acquisition
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