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TUE 03 NOV 2026 · 139 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

Thursday, 31 October 2024

11 pieces
USV
Our Investment in Glow Protocol: DePIN at the Edge of Energy Markets
The Micromobility Newsletter · Team M
Sur-Ron Killer? Our NIU XQi3 Dirtbike Review Is Here
A Wealth of Common Sense · Ben Carlson
Stocks, Rates & Gold: What’s Going on Here?
Conor Witt · Conor Witt
The Data Tapes Edition #9
Saastr
6 Of The Most Common Mistakes I See First Time SaaS Founders Make
Lenny's Newsletter
4 questions Shreyas Doshi wishes he’d asked himself sooner | Former PM leader at Stripe, Twitter, Google
Maersk Growth
Fueling the Future: Riding the Tides of Innovation and Sustainability
Acrew Capital
All in on AI, the first Financial Services AI Adoption Index by Acrew Capital & Money2020
Acrew Capital
ANNOUNCING: All in on AI, the first Financial Services AI Adoption Index by Acrew Capital & Money…
Acrew Capital
Cornerstone AI: Making real-world data clean, actionable, and reliable
Acrew Capital
Cornerstone AI: Making real-world data clean, actionable, and reliable

Wednesday, 30 October 2024

21 pieces
Abhishek Maran · Abhishek Maran
Risk Tolerance is Earned
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Understanding Federal Agencies
Lotus Capital
Wearable Healthcare Technology: Transforming Health from a Startup Perspective
Pirate Wires · Mike Solana
What Went Down at Hereticon II: Apocalypse Ball (Day One)
Venture Unlocked · Samir Kaji
The blueprint for starting a new firm with Chemistry Ventures, including the work needed before choosing your partners and non-consensus decision making.
Insight Partners
Rollstack – Behind the Investment
Turner Novak
🎧🍌 She Beat the Market 15 Years in a Row | Lisa Rapuano
Dash Media
🎙️ Ep 29 · GSV Founder & CEO Michael Moe: AI Completely Transforms Education | Ed on the Edge
First Round Review
How to Build a Billion-Dollar Marketplace — Do’s and Don’ts from the Growth Expert Behind Grubhub, Pinterest, and More
Sammy Abdullah
SaaS Spend Categories as Percent of Revenue
Jamesin · Jamesin Seidel
Some thoughts on AI avatars...
Saastr
5 More Interesting Learnings From HubSpot at $2.4 Billion in ARR
NextView VC
Why We at NextView Ventures Are Investing in Evertune: Crafting Brand Voices in the LLM Age
Saastr
How to Avoid a Bad VC Investor with SaaStr CEO and Founder Jason Lemkin
BBG Ventures
Investing in the Polycultural Future of America
NextView VC
Four Tricky VC Questions and How To Handle Them
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Cost of the American Dream
Madrona Ventures
Investing in Archon: Pioneering Next-Gen Antibody Therapies with AI & Computational Protein Design
Kyle Poyar's Growth Unhinged · Kyle Poyar
From selling access to selling work (and what it means for you)
Digital Native · Rex Woodbury
The "Why Now" for Healthcare
Qasim Mohammad
10 Questions with Marianne Fonseca

Tuesday, 29 October 2024

8 pieces
Nikunj Kothari
Time expansion
Casey Accidental
The Importance of Compounding in Marketplaces
Pirate Wires · Mike Solana
Wikipedia Editors Officially Deem Trump a Fascist
Lowercarbon
Dirt Cheap Mining. Literally.
Lowercarbon
Dirt Cheap Mining. Literally.
Lerer Hippeau
Please welcome MOTORMIA, the AI-powered automotive platform
A Wealth of Common Sense · Ben Carlson
The Curse of Early Success
Bottom Up by David Sacks · David Sacks
The Pipeline Metrics That Matter
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