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TUE 03 NOV 2026 · 141 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, 8 January 2025

5 pieces
Deconstructor of Fun
The Audit of Our 2024 Predictions
Greylock News
How Upwind Is Taking on Cybersecurity Giants↗Security · Infra
OpenVC.app
How to validate your startup idea - 7 methods explained
Tanay Jaipuria · Tanay Jaipuria
A few themes for 2025
Madrona Ventures
Terray’s Jacob Berlin on The AI-Powered Future of Medicine

Tuesday, 7 January 2025

32 pieces
Saastr
SaaStr Is #1 on Pavilion’s Revenue Leader Podcast
Pirate Wires · Mike Solana
Exploring a Stablecoin Bank
Casey Accidental
Effective M&A Strategies for Marketplace Growth
Greylock News
How Upwind Is Taking on Cybersecurity Giants
Charles Hudson
Four Reasons People Leave Venture Firms
The Micromobility Newsletter · Team M
Mayten Acquires Majority Interest in Micromobility Industries
Uncork Capital
Welcoming Whitney Bouck as Board Partner & Go-To-Market Advisor at Uncork Capital
Frankly Speaking · Frank Wang
Cybersecurity predictions for 2025
Dash Media
❄️ Dashing Through The Snow
Meera Clark · Meera Clark, Partner @ Redpoint
25 for ’25: The App Renaissance Arrives
Meera Clark · Meera Clark, Principal @ Redpoint
25 for ’25: The App Renaissance Arrives
USV
A.I. As The New Religion↗AI
Nkechi Iregbulem
Investor Updates Matter
Insight Partners
From CFO to CEO and everything in between: How Francine Geist’s leadership culminated in a milestone acquisition for LiveAction
First Round Review
The 30 Best Pieces of Company Building Advice We Heard in 2024
Battery Ventures' Substack
Guy Tytunovich on CHEQ’s Defense Against Malicious Bots, Embracing Generative AI and the Rise of Machine Customers
Deepwater Asset Mgmt
Jensen’s CES Keynote Message: We’re Still Early in the AI Hardware Buildout
NextView VC
Funding the Hunch
Saastr
The #1 Reason Deals Don’t Close: No Reason
Fred Wilson
Framework At The Refinery
Insight Partners
From macro to micro: An investor’s perspective on adapting to AI’s rapid developments
Female Founders Fund
10 Years, 10 Learnings from Building FFF by Anu Duggal
Matt Brown
Stablecoins in 1,000 words
Battery Ventures
Guy Tytunovich on CHEQ’s Defense Against Malicious Bots, Embracing Generative AI and the Rise of Machine Customers
Building Rome(s) · Aadil Maan
30-60-90 For TPMs
A Wealth of Common Sense · Ben Carlson
Updating My Favorite Performance Chart For 2024
Climate Tech VC
🌏 $30bn and 14% fall as market finds new normal in ‘24
USV
A.I. As The New Religion↗AI · Market
Uma Chalik
🚠 MEGÈVE
Lenny's Newsletter
A guide to AI prototyping for product managers
Saastr
Dear SaaStr: What Were Your Toughest Times Before Breaking Out?
Multicoin Capital
Frontier Ideas For 2025

Monday, 6 January 2025

3 pieces
South Park Commons
Where are Full-stack ML Systems Going?
Kojo Osei
Post-training architecture is differentiated IP
Insight Partners
Behind the Investment: Cleerly
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