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TUE 03 NOV 2026 · 136 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

Monday, 3 February 2025

21 pieces
Insight Partners
Berlin-based hallo theo announces €10 million seed round from Insight Partners to transform Germany’s property management sector
The Micromobility Newsletter · Team M
Voi Reports Positive EBIT For The First Time!
David Teten
Template Structure for the Anchor Investor in Your New Private Equity/ VC Fund
Battery Ventures
Jumping Ahead: Revolutionizing Financial Advisory with AI-Powered Client Intelligence
Ryan Shannon · VC @ Radical Ventures
What are the implications for startups in a post-DeepSeek world?
Dash Media
EIEIO Best of...Chips Ahoy!
Sammy Abdullah
A Better Email Update to Venture Investors
Saastr
One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?
Flare Capital
The Enduring Opportunity in Healthcare AI
Radical VC
Perspectives on DeepSeek
Deconstructor of Fun
Why Some Puzzle Games are More Addicting Than Others?
Rougher Thoughts · Sarah Tavel
James Raybould on Being AI-Forward
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Bitcoin for Anyone
Saastr
Dear SaaStr: What Are The Best Strategies for Raising Capital if Your Goal is To Get Acquired?
European Tech Weekly
European Tech Weekly - Week 5 - 2025
Building Rome(s) · Aadil Maan
TPM Guide To Ticket Intake Management
Akash Bajwa
Forward Deployed Engineers: A Means To An End For AI Startups
Akash Bajwa
Forward Deployed Engineers: A Means To An End For AI Startups
The Sociology of Business · Ana Andjelic
Brand Management 2025
JP Guite · JP Guite
Why We Invested in Kaya AI
Tomasz Tunguz · Tomasz Tunguz
It Pays to be an AI Company

Sunday, 2 February 2025

16 pieces
A Wealth of Common Sense · Ben Carlson
The Perfect Level of Wealth
Equal Ventures
Unperfect
Saastr
Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay
Alfred Lin
Lessons from DeepSeek
Alfred Lin
Lessons from DeepSeek
Nathan Benaich · Nathan Benaich
State of AI: January 2025 newsletter
Nathan Benaich · Nathan Benaich
Your guide to AI: January 2025
Saastr
Top SaaStr Posts, Pods & Vids of The Week: Owner’s CRO, HubSpot’s Founder, Tunguz on AI, Synthesia at $2.4 Billion
Generative Value · Eric Flaningam
OpenAI, Part 1
Termsheet · Zubair N. Paracha
Print to platform
Investing in AI · Rob May
Why Deepseek Will Drive Innovation In Foundation Models
Kiera Klinsky
In the Fridge: Is Substack Crowded?
Lenny's Newsletter
Tobi Lütke’s leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify)
Saastr
Dear SaaStr: What’s the Proper Way to Commission Multi-Year Deals?
USV
A Dark Forest of ASIs↗AI
OpenVC.app
How to find startup ideas

Saturday, 1 February 2025

3 pieces
Lenny's Newsletter
🧠 Community Wisdom: Strengthening core PM skills, building an API-first culture, creating a PM offboarding ritual, product planning for small teams, cross-team support ticket management, and more
Dash Media
The GSV Big 10: A Nation at Risk
Brian Sugar
No Fluff, No Noise: How to Run a Board Meeting That Actually Matters
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