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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

Thursday, 30 January 2025

29 pieces
Brendan Baker
Rackhouse
Saastr
Pitchbook: There Are 300+ SaaS StartUps Waiting to IPO
Turner Novak
🎧🍌 Lessons Selling Two Startups, Crash Course on Govtech + Drones with Rahul Sidhu
Fika Ventures
Supply Chain to AI Impact: Investment Themes for 2025
Madrona Ventures
The Evolution of Madrona Venture Labs and Our Commitment to Day One Investing
A Wealth of Common Sense · Ben Carlson
Does Buy the Dip Work?
Cathay
Healthcare Transformed: Agentic AI
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Current State of AI
Uncork Capital
The Job Search Is Broken: Why Uncork Capital Invested in Final Round AI
Dash Media
🎙️ Ep 34 · Jeb! 43rd Governor of Florida, Jeb Bush | Ed on the Edge
Sammy Abdullah
Founder learnings from the best in the world
Insight Partners
How to build a centaur: Semperis hits $100M ARR milestone
Maveron
AI Unleashed: How GPT & Gemini Turned the Tables on Our 2025 Predictions, part II
Termsheet · Zubair N. Paracha
Fund returners
Saastr
How to Build a World-Class Customer Success Machine: Top Lessons from the CRO of Notion and VP of CS at GitHub
Equal Ventures
Announcing Insurance Capital Summit (May 8, NYC)
Scale Venture Partners
Announcing our investment in Unwrap
Insight Partners
Celebrating ScaleUp Milestones – 2025
Not Boring · Packy McCormick
Meter: The Internet Utility
The Sociology of Business · Ana Andjelic
Meh-ification, the plot thickens?
Grant Gregory
Peace Through Deterrence
Lenny's Newsletter
Linear’s secret to building beloved B2B products | Nan Yu (Head of Product)
Saastr
Dear SaaStr: Can A Great Sales Rep Sell Any SaaS Product?
Saastr
Data-Driven Dominance: The 6-Step Playbook That Zeni Uses to Drive 110% Revenue Growth
Mike Maples Jr.
Fish Stories
Joe Lonsdale
Ep 107: Off-Road Autonomy & Saving Soldiers' Lives with Overland AI CEO Byron Boots
Tomasz Tunguz · Tomasz Tunguz
$13b Run Rate & Doubling
Multicoin Capital
Inverting The Human-Agent Relationship
The Generalist · Mario Gabriele
The Generalist’s Productivity Stack

Wednesday, 29 January 2025

11 pieces
Elizabeth Yin · Elizabeth Yin
DeepSeek Disruption: AI, NVIDIA, and the Future of Venture Capital↗AI · Market
Saastr
SaaStr’s CRO+CEO Poker Night at Annual is Back!! May 14th!! Apply Now
Lotus Capital
Keeping Data Centers Cool: The Hot Topic in Tech
Abhishek Maran · Abhishek Maran
Narrative Oversaturation
Newcomer · Eric Newcomer
More Venture Returns Revealed: BlueYard Capital, True Ventures, Upfront Ventures, Foundry & TCV
Insight Partners
Waterlily Secures $7M in Seed Funding Led by Brewer Lane Ventures, as It Utilizes AI to Forecast and Plan Long-term Care
Ethan Batraski
Why We Invested in Oumi: Open Source is How America Wins the AI Race
Lolita Taub
🥾 2024 US, LATAM + Latino Startup Reports, Accelerator list, +$1.5M in new funding opportunities, #CuteWinterBoots and more
Obvious Ventures
Why We Invested in Oumi
Pirate Wires · Mike Solana
America Needs Better Defense Acquisition
Insight Partners
Finout Cements FinOps Leadership with $40M Series C as Category Goes Mainstream
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