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TUE 03 NOV 2026 · 134 new pieces this week

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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

Wednesday, 22 January 2025

22 pieces
Sammy Abdullah
Q4 2024 Tech Multiples (B2C)
Insight Partners
The reimagination of everything: Why intelligence-first design will unlock more human reasoning and transform work
Euclid Ventures
The Mind-Virus of Big Venture
Extantia Capital
Re-Imagining the Plastics Industry: Sustainable Pathways to Achieve Circularity, Cost, and…
Madrona Ventures
Embrace the “Risk On” Mindset in America 2025: The Year to Bet Big on Innovation
Saastr
5 Interesting Learnings from Sailpoint at $820,000,000 in ARR
Meritech
Doubling down on Clay’s vision for the future of GTM
Saastr
What to Expect from a New CRO with Kathy Lord, CRO at Zensai
Harlem Capital
From Now to Next: 4 Investment Opportunities with Gen Z’s Growing Power & Status
Not Boring · Packy McCormick
Most Human Wins
Conor Witt · Conor Witt
The Data Tapes Edition #14
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Trump Coin
Termsheet · Zubair N. Paracha
How much was UAE's InstaShop acquired for?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Moving beyond founder-led sales
Digital Native · Rex Woodbury
How AI Will Reinvigorate Consumer Tech
Saastr
The Top 10 Mistakes SaaS Startups Make: The 2025 Edition
Greylock News
Welcome, Mor Chen!
Venture Unlocked · Samir Kaji
Evolving Venture Liquidity Solutions with Gaurav Mathur of Pinegrove Capital Partners
Termsheet · Zubair N. Paracha
Connect Ads: Revenue, Profit, and Margins (2020 - 2021)
Tanay Jaipuria · Tanay Jaipuria
Five Lessons for Building Robust AI Agents from Coding Agents
Tomasz Tunguz · Tomasz Tunguz
Top Themes in Data Transcript
Multicoin Capital
The Solana Thesis: Internet Capital Markets

Tuesday, 21 January 2025

18 pieces
Sequoia
Robust Intelligence Spotlight
South Park Commons
Recapping SPC Winter 2025 Demo Faire
Into the Metaverse
The Endgame is within View
Into the Metaverse
The Endgame is within View
Saastr
The Average Tech Company Pays For 275 SaaS Apps, Flat From Last Year. But It’s Paying 20% More For Them.
Obvious Ventures
Why We Invested In Baton
Insight Partners
Behind the Investment: Evinced
A Wealth of Common Sense · Ben Carlson
How Often Are We in a Recession or Bear Market?
South Park Commons
Building Talent Density in India
Pirate Wires · Mike Solana
3 Priorities for Dismantling Biden’s Anti-AI Regime
Sammy Abdullah
13 Commandments of SaaS Customer Success
Venture Unlocked · Samir Kaji
Do Emerging Manager Fund of Fund make sense for LPs?
Saastr
If You Aren’t in the SF Bay Area, Maybe At Least Act As If You Are
Climate Tech VC
🌎 Trump's climate transition #229
Equal Ventures
Persistent Pains For SMBs Call For New Benefits Solutions
Scott Hartley
Dr. Jekyll and Mr. Hyde
OpenVC.app
How to build a standout brand for your startup
The Micromobility Newsletter · Team M
Another Shared Micromobility Company Achieves Positive EBIT
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