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WED 04 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

Wednesday, 16 October 2024

3 pieces
Crucible Capital
Crucible
Venture Unlocked · Samir Kaji
Meet the Expert: Venture Fund Banking with Sam Heshmati and Vincent Timoney of Citizens Private Bank
Tomasz Tunguz · Tomasz Tunguz
The Premise of a New S-Curve in AI

Tuesday, 15 October 2024

23 pieces
David Teten
Simplectica Long/Short Hedge Fund Tech Stack
Newcomer · Eric Newcomer
Listen: Bullish on AI, Bullish on Self-Driving, But Apprehensive About OpenAI & Tesla (with Jon McNeill)
Marque VC
Fall 2024 Cohort of Marque Ventures Fellows
Battery Ventures
From Idea to Reality: Our Early-Stage Playbook for Generative AI Companies Serving the Enterprise
Stratechery
Elon Dreams and Bitter Lessons
My Climate Journey · Jason Jacobs
The Need for Alternatives to Lithium-Ion Batteries in Stationary Energy Storage
Sammy Abdullah
Measuring Economies of Scale SaaS: Life-Time vs. Current Cash Efficiency
Venture Upward · David Beisel
Demystify the Legalese
A Wealth of Common Sense · Ben Carlson
A Staggering Amount of Wealth Creation
Ryan Shannon · VC @ Radical Ventures
Entering the Era of Actual AI deployments
Saastr
My Best Advice for CROs/VPs of Sales That Are Ready to Be CEOs
Scale Venture Partners
Announcing our investment in Galileo
Equal Ventures
Breaking the Seed Stage Misconception
USV
USV Microfiche #4↗Market · AI · Health
The Micromobility Newsletter · Team M
California Takes Step to Ban Kids from Riding E-Bikes
Climate Tech VC
🌎 UK's cap-and-floor plans for LDES #218
Saastr
The Latest Sponsor Feedback and Event Trends from the 10th SaaStr Annual
Ben Yoskovitz
The Importance of Business Models to Building Great Products
Lenny's Newsletter
Why no productivity hack will solve your overwhelm
Jamesin · Jamesin Seidel
What's working in AI? Analysis of Seed to Series-A startups.
Saastr
Dear SaaStr: What Role Do Founders Play Once They Hire an Outside CEO?
OpenVC.app
Russ Shaw CBE - From Harvard to O2, Skype and nurturing London's Tech Scene
Tomasz Tunguz · Tomasz Tunguz
Why Lifetime Value is Relevant Again in Software

Monday, 14 October 2024

14 pieces
Tanay Jaipuria · Tanay Jaipuria
Cerebras S-1 Breakdown
Collaborative Fund
A Message From the Past (Thoughts on Nostalgia)
Newcomer · Eric Newcomer
What's New at Cerebral Valley This Year
Michael Greeley
2H24 VC: Slow and Furious Race…
Hunter Walk
“Sanzo is at its best when we serve as a bridge across cultures for both AAPI and non-AAPI.”
Sammy Abdullah
Consumer Tech Multiples in Q3 2024
Saastr
5 Common Pieces of SaaS Advice … That Are Often Wrong
Madrona Ventures
IA Summit 2024: Market Perspective on AI With Brad Gerstner
Jared Hecht
On Offensive Questions
Jared Hecht
On Offensive Questions
Jared Hecht
On Offensive Questions
Deconstructor of Fun
From $1B to $10B in 5 Years – Scopely’s Journey to Mobile Game Success
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Yield at What Cost?
Saastr
Dear SaaStr: What is The Strangest Thing You Have Learned About Entrepreneurship?
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