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TUE 03 NOV 2026 · 130 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 & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Friday, 6 December 2024

12 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 12.6.24 - Is Software Cheap or Expensive?
Saastr
Has Quitting Culture Now Crossed Into Founder CEOs?
Memory Leak
From Alert Hell to AI Autopilot: How AI Is Reshaping IT, QA, and Incident Response
Movements · Adam Feldman
NYC Approves $10 Billion Overhaul of Aging Bus Terminal | December 6th, 2024
A Wealth of Common Sense · Ben Carlson
Do We Have Enough Financial Advisors to Handle $80 Trillion?
Not Boring · Packy McCormick
Weekly Dose of Optimism #123
Nongaap Investing · Mike
[P] PLTR: Lord of the Memes
Saastr
Dear SaaStr: Did it Ever Take You a Year Or More to Close a Sale?
Sajith Pai
PMF, Cold Mails, Psychological Armour, and Softbank
Susa Ventures
Our Investment in Fanstake
Tomasz Tunguz · Tomasz Tunguz
Top 10 Posts of 2024
Tomasz Tunguz · Tomasz Tunguz
Top 10 Posts of 2025

Thursday, 5 December 2024

21 pieces
Newcomer · Eric Newcomer
Has AI Hit a Wall? A Debate from the Cerebral Valley AI Summit
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: A Primer on Cryptocurrencies
All Raise
All Raise Quarterly Quotient | Q3 2024
Uncork Capital
The Entrepreneur Economy and Our Investment in DubClub
Notorious PLG · Zach DeWitt
Notorious: AI and the Dawn of the 10x Founder (Jeff Bussgang)
Equal Ventures
Finding Strength through Vulnerability
Scale Venture Partners
The Scale Marketing Framework
Saastr
Carta: Pre-Seed to Series A Funding is Down -9% in 2024
Maveron
Sage’s $35M Series B: A Leap Forward in Empowering Caregivers and Elevating Senior Care
Glasswing VC
AI Atlas: Utilize AI to Analyze AI: Graph Metanetworks
A Wealth of Common Sense · Ben Carlson
Are You on Track For Retirement?
The Micromobility Newsletter · Team M
Holiday Miracle: California’s E-bike Incentive Is Finally Coming
Shravan Narayen · Shravan Narayen
Find and Replace "Differentiation"
Saastr
52% of You Are Buying More Software Next Year. The Latest Data on How AI Impacts the SaaS Buyer Landscape with G2’s CMO
The Sociology of Business · Ana Andjelic
Hitmakers Podcast
Insight Partners
Financial services has a data problem: How AI is fueling innovation
Lenny's Newsletter
How a great founder becomes a great CEO | Jonathan Lowenhar (co-founder of Enjoy The Work)
Terra Nova
Threshold Ventures’ Lisa Xu: AI and the Next Generation of Vertical Software
Saastr
Dear SaaStr: Should I Do a Dinner or a Booth at a Big Industry Event? Or Just Buy Tickets?
Lotus Capital
Gene Editing and Therapy Within Personalized Medicine
Tanay Jaipuria · Tanay Jaipuria
ServiceTitan S-1 Breakdown

Wednesday, 4 December 2024

7 pieces
Menlo
Highlights From AWS re:Invent 2024
Pirate Wires · Mike Solana
Operation Choke Point 2.0 Goes Mainstream
Battery Ventures' Substack
Decoding the Black Box of Software R&D Spend
Saastr
5 Interesting Learnings from Twilio at $4.5 Billion in ARR
NextView VC
Fundraising When You’ve Been at It for a While
Obvious Ventures
How Generative AI is Transforming Healthcare
Lerer Hippeau
Please welcome On Me, the personalized digital gifting platform
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