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TUE 03 NOV 2026 · 141 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

Friday, 20 December 2024

3 pieces
Ada Ventures
Venture Capital in 2025: predictions and trends to watch out for
Aashay Sanghvi
Full stack startups, revisited
Tomasz Tunguz · Tomasz Tunguz
2025 Predictions

Thursday, 19 December 2024

27 pieces
Saastr
Salesforce: Actually We’re Going to Hire 2,000 Sales Execs Now To … Sell AI
Scale Venture Partners
Splitting spend: How to allocate your 2025 budget across OpEx categories
Dash Media
🎙️ First Rodeo Ep 3 | Conrad Ukropina · Co-Founder of Lifespark
Sammy Abdullah
SaaS Sales Sentiments from ~70 publics
USV
USV Microfiche #6↗Market · Crypto · Health
South Park Commons
SPC's Request for Curiosity, Part 2
Mountside Ventures
Smartr365 raises £5m to expand their end-to-end mortgage platform
Not Boring · Packy McCormick
The Return of Magic
Obvious Ventures
If You Want Something, Try To Make It Happen
Turner Novak
🎧🍌 Unlocking AGI With Visual AI Agents | Joseph Nelson, Roboflow
Fred Wilson
My Year End Playlist
Termsheet · Zubair N. Paracha
The rise of BNPL in Saudi
Saastr
Your SaaS New Year’s Resolutions for 2025
Medha Agarwal
How to Price Your AI-First Product
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Top 10 Books of 2024
A Wealth of Common Sense · Ben Carlson
Homeownership Isn’t For Everyone
The Sociology of Business · Ana Andjelic
Brand Management 101
Nongaap Investing · Mike
MAPS: Half-Baked Governance
The Micromobility Newsletter · Team M
Is the Lectric XP Lite 2.0 the Folding Champ of E-Bikes?
The Sociology of Business · Ana Andjelic
Content is king, but distribution is the kingdom
Lenny's Newsletter
How Shopify builds a high-intensity culture | Farhan Thawar (VP and Head of Eng)
Stratechery
The 2024 Stratechery Year in Review
Saastr
Dear SaaStr: Should We Pay Our Sales Reps on Renewals?
Frankly Speaking · Frank Wang
Thoughts on the Cylance and Arctic Wolf Acquisition
All Raise
Dream Boldly. Aim Higher. Play To Win. Recap of All Raise VC Summit 2024: All Stars
Greylock News
Gen AI Present and Future: A Conversation with Rashmi Kumar, SVP and CIO at Medtronic↗Health · AI
The Generalist · Mario Gabriele
Modern Meditations: Caleb Watney

Wednesday, 18 December 2024

10 pieces
Lowercarbon
Taking a Stand with Property Owners
Lowercarbon
Taking a Stand with Property Owners
Newcomer · Eric Newcomer
Newcomer's Capricious 2024 Silicon Valley Superlatives
Shravan Narayen · Shravan Narayen
What to Watch in 2025
Dash Media
🎙️ Ep 31 · Betsy DeVos: Former U.S. Secretary of Education | Ed on the Edge
Lotus Capital
Pharmacogenomics: Personalizing Medications for Better Outcomes
Greylock News
Gen AI Present and Future: A Conversation with Rashmi Kumar, SVP and CIO at Medtronic 
Pirate Wires · Mike Solana
What Happened to the American Cinematic Universe?
Youssef Kalad
2024 Revealed the Cracks in Our Social Contract: It's Time We Invest in Social Infrastructure
Pirate Wires · Mike Solana
How CNN’s Failure in Syria Was Great for its Genocidal Dictator
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