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TUE 03 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

Saturday, 11 January 2025

1 pieces
Erik Torenberg
Dispatches from the Group Chats, Vol 5

Friday, 10 January 2025

24 pieces
Nikunj Kothari
Software Spend Goes Parabolic
A Wealth of Common Sense · Ben Carlson
Is The Housing Market is Becoming a Problem?
Glasswing VC
Glasswing Portfolio Company Labviva Raises $25M in Series B Funding
Feld Thoughts · Brad Feld
Bandwidth: The Untold Story of Ambition, Deception, and Innovation that Shaped the Internet Age and Dot-Com Boom
Joe Lonsdale
How to DOGE US Foreign Aid
Dash Media
🎙️ Ep 32 · Jeanne Allen: Founder & CEO, Center for Education Reform | Ed on the Edge
Jordan Cooper · Jordan Cooper
A Better Stance
Jordan Cooper · Jordan Cooper
A Better Stance
Movements · Adam Feldman
Revolutionizing Mobility: From Inclusive Bike-Sharing to Game-Changing EVs and Remote-Driving Tech | January 10th, 2025
Steven Sinofsky
Remembering Mike Maples, Sr.
99% Derisible · Yoni Rechtman
What have you done for me lately?
My Climate Journey · Jason Jacobs
Preparing for the Inevitable: Why Adaptation Matters
Newcomer · Eric Newcomer
Waymo's Self-Driving Triumph Sets the Stage For a New Phase as Fleets Grow
Sammy Abdullah
Q4 SaaS Multiples Improve Materially
Jared Hecht
Bed Bugs and Trust on the Internet
Jared Hecht
Bed Bugs and Trust on the Internet
Jared Hecht
Bed Bugs and Trust on the Internet
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Predictions on Predictions
Newcomer · Eric Newcomer
Can Waymo Expand Beyond San Francisco?
Saastr
Your Much Bigger Competition Isn’t Always Out to Get You. It Often Just Doesn’t Care.
Clouded Judgement · Jamin Ball
Clouded Judgement 1.10.25 - Rising Rates
Not Boring · Packy McCormick
Weekly Dose of Optimism #126
Saastr
Adding AI to SaaS: Inside the AI Product Strategies of Figma, Cloudflare, GitHub and Ramp
Saastr
Dear SaaStr: What Are The Biggest Problems You Face as a Startup Founder?

Thursday, 9 January 2025

15 pieces
Glasswing VC
AI Atlas: How Can We Make AI More Truthful?
Madrona Ventures
Diagnosing Growth Challenges: Product, Market, or GTM?
Saastr
Crunchbase: 50% of VC Capital Went to SF Bay Last Year, Q4 Roared Back for Venture Capital
Insight Partners
Revolutionizing workflow automation with low-code and no-code solutions
Nkechi Iregbulem
Why Healthcare needs a 'Palantir'
Molly Welch
What I'm watching in AI in 2025
A Wealth of Common Sense · Ben Carlson
How to Pay Nothing in Taxes During Retirement
Insight Partners
Scaling company culture at rapid growth: 6 lessons from Atlan Cofounder Prukalpa Sankar
Saastr
The #1 Worst Hire of All When You Are Just Starting To Scale: The Mediocre VP of Engineering
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Hiring a Finance Leader
Flare Capital
10 Years of Flare Scholars — Transforming the Business of Healthcare Together
Lenny's Newsletter
Behind the founder: Drew Houston (Dropbox)
Saastr
Dear SaaStr: What Are Some Successful SaaS Leaders Without Sales Teams?
The Generalist · Mario Gabriele
Monk Mode
Multicoin Capital
Some Things Never Change, Even In 2025
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