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TUE 03 NOV 2026 · 129 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 MarketsSemiconductorsConsumer

Friday, 8 November 2024

21 pieces
Revolution Ventures
The Innovation Imperative for the New Administration
Youssef Kalad
*On the Dangers of Automating What Should Be Human*
Scott Hartley
Time Dislocations in Venture Capital
Lerer Hippeau
Please welcome Conflixis, the conflicts of interest management platform for the healthcare industry
Net Interest · Marc Rubinstein
Trump's Banks
99% Derisible · Yoni Rechtman
Some Notes on Moats
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
How AI Is Rewriting the SaaS Playbook
Newcomer · Eric Newcomer
Maybe Not Their First Choice But Tech Gets a New, Moderate SF Mayor
Movements · Adam Feldman
Cycling Boosts Health and Happiness Through Outdoor Activity | November 8th, 2024
Matt Roberts
How to Build a Venture Market... in Quebec
Menlo
The New Cybersecurity Checklist: Five Things We Look for in AI-First Security Companies
Saastr
83% Percent of You Haven’t Gotten AI SDRs to Work … Yet
Clouded Judgement · Jamin Ball
Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update
The Micromobility Newsletter · Team M
Next Week: Micromobility America 🎉
Insight Partners
Reimagination of everything: How intelligence-first design and the Next Stack will unlock human+AI collaborative reasoning
Saastr
CRO Confidential: Moving Beyond Traditional Sales, Clay CEO & Co-Founder Kareem Amin on the Future of AI-Driven Growth
Not Boring · Packy McCormick
Weekly Dose of Optimism #119
Saastr
What To Do In a High Churn Environment
Nikunj Kothari
The Neighbor Effect
Mike Maples Jr.
Pattern Breakers gathering November 18 atop Salesforce Tower
Tomasz Tunguz · Tomasz Tunguz
I Talk to Robots While Driving

Thursday, 7 November 2024

13 pieces
Newcomer · Eric Newcomer
Last Chance to Apply for Cerebral Valley! Nov. 20 in San Francisco
Notorious PLG · Zach DeWitt
Notorious: How Enterpret Disrupted the Customer Intelligence Space and Attracted Top Brands Like Canva, Figma, & Notion
Pirate Wires · Mike Solana
Total Victory
My Climate Journey · Jason Jacobs
📣 Introducing: Inevitable, an MCJ podcast
A Wealth of Common Sense · Ben Carlson
Presidential Terms, Recessions & Bear Markets
Saastr
37Signals: Our Employee All-Hands Retreats Cost From $3,500 to $6,274 Per Person
The Micromobility Newsletter · Team M
Vvolt Brings Bizarre Japanese Cargo E-Trike to US
Saastr
How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures
Lenny's Newsletter
Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify)
Saastr
Dear SaaStr: How Do I Know if a VC Is Asking For Too Much Control in a Financing Round?
OpenVC.app
How to attract VCs: Inbound fundraising
Madrona Ventures
Unlocking AI’s Business Potential: Highlights From the 2024 CIO Summit
OpenVC.app
Sweat equity for beginners

Wednesday, 6 November 2024

6 pieces
Madrona Ventures
IA Summit 2024: Navigating the Model Landscape
Lotus Capital
Exploring the Promise of Personalized Medicine
Pirate Wires · Mike Solana
The Day After the Election, Mainstream Media Turns on Americans
Newcomer · Eric Newcomer
Congrats to Silicon Valley's Trump Supporters. Here's to Hoping He Is Who You Think He Is.
Matt Brown
The secrets to pricing payments in vertical software
Battery Ventures
Inside the Coming AI Market “Supercycle” and How Cloud Startups Can Benefit: The Battery Ventures 2024 State of OpenCloud Report
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