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

Friday, 22 November 2024

16 pieces
Joe Lonsdale
Ep 102: "If You're Not Blowing Stuff Up, You're Not Innovating!" — Stanford Professor Steve Blank
Euclid Ventures
The Siren Song of Services
Saastr
2 Simple Edges Anyone Can Get in Sales. And Pull Ahead of the Pack.
Movements · Adam Feldman
Harmonizing Micromobility: EU’s Push for Safer, Smarter PMD Regulations | November 22nd, 2024
Sammy Abdullah
Lessons from Benchmark’s early days
Clouded Judgement · Jamin Ball
Clouded Judgement 11.22.24 - Is Software Back?
Glasswing VC
AI Atlas: How LoRA Streamlines AI Fine-Tuning
Jeff Morris Jr.
Redefining the Future of the Creator Economy
Jeff Morris Jr.
Redefining the Future of the Creator Economy
Not Boring · Packy McCormick
Weekly Dose of Optimism #121
Jared Hecht
The Deal
Jared Hecht
The Deal
Jared Hecht
The Deal
Saastr
Dear SaaStr: What is your best experience as an entrepreneur?
Travis May
Designing your org from 0 to 1,000 Employees
Nikunj Kothari
The Future is Firmly Bionic

Thursday, 21 November 2024

24 pieces
Greylock News
Congratulations to Dazz and Wiz!↗Security
Insight Partners
Filigran: Behind the Investment
Newcomer · Eric Newcomer
Our Biggest Takeaways from Cerebral Valley: No Wall on AI Progress Despite the Scaling Law Debate
Pirate Wires · Mike Solana
Is Chicago About to Hit Rock Bottom?
Patrick Salyer
Is Your Startup Built to IPO? Understanding TAM, ACVs, and GTM
Turner Novak
🎧🍌 How Nextdoor Grew to 100M Neighbors + Why Founding CEO Nirav Tolia Came Back Six Years Later
A Wealth of Common Sense · Ben Carlson
Timing the Housing Market: When Should You Sell?
Meera Clark · Meera Clark, Partner @ Redpoint
Redpoint Radar: State of Search & AI’s Prosumer Proliferation
Meera Clark · Meera Clark, Principal @ Redpoint
Redpoint Radar: State of Search & AI’s Prosumer Proliferation
Obvious Ventures
How I Got to Now: Vishal Vasishth
Greylock News
Congratulations to Dazz and Wiz!
Equal Ventures
The New World for Entrepreneurs & Investors
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Lift vs Runway
Matt Brown
Cross-border payments in ~1,000 words
Saastr
The Death of the QBR
USV
Capturing The Vibes↗Market · Media
The Micromobility Newsletter · Team M
Damon Promises Super-Delayed Superbike Will Be Ready Soon
Digital Native · Rex Woodbury
Play It Cool: Chasing Heat vs. Being Contrarian in Venture Capital
Jared Hecht
Business Models at the Edge of Healthcare
Jared Hecht
Business Models at the Edge of Healthcare
Jared Hecht
Business Models at the Edge of Healthcare
The Sociology of Business · Ana Andjelic
The anti-boycott recipe
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to the 2024 SaaS benchmarks
Lenny's Newsletter
Behind the product: Replit | Amjad Masad (co-founder and CEO)
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