MON 02 NOV 2026 · 161 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…

Tuesday, 1 June 2021

26 pieces
Venture Upward · David Beisel
Our Firm NextView is Hiring in NYC
Exponential View · Azeem Azhar
Important: Migration from Substack
The Micromobility Newsletter · Team M
3️⃣ Inside Bird Three
Drinking from the Firehose · Alex Taussig
Firehose #191: 😲 $1B+ brands 😲
Feld Thoughts · Brad Feld
No TV Summer
Feld Thoughts · Brad Feld
No TV Summer
Tough Venturing · John Tough
Energy Transition: Material Demand
Abhinaya Konduru
25
Abhinaya Konduru
Year 4 as a VC
Second Opinion · Christina Farr
Why we're betting big on women's health
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