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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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 31 May 2021

5 pieces
Nongaap Investing · Mike
Shopify: Evolution of a Leader
Chinese Characteristics · Lillian Li
Premium special: What story are you living in?
Exponential View · Azeem Azhar
🔮 Viral benefits; the giant cloud; Apple’s car; deep-space travel & earth architecture ++ #324
Tanay's Newsletter · Tanay Jaipuria
The True Addressable Market for Digital Advertising
notes & upside · Nandu Anilal
Modern Software Moats

Sunday, 30 May 2021

17 pieces
Sunday Snapshots · Sidhartha Jha
Figs: The Ultimate DTC Company
Sunday Snapshots · Sidhartha Jha
Figs: The Ultimate DTC Company
High Tea
📸 do u love me, poparazzi
Lolita Taub
🤔 Reflections on George Floyd, optimism, more money for underestimated founders and fund managers, US valuations reports, the fastest-growing states for VC investment, new jobs, and more
Accelerated · Justine & Olivia
🚀 Poparazzi debuts in the App Store at #1!
Accelerated · Justine & Olivia
🚀 Poparazzi debuts in the App Store at #1!
Accelerated · Justine & Olivia
🚀 Poparazzi debuts in the App Store at #1!
First1000 · Ali Abouelatta
👙OnlyFans
First1000 · Ali Abouelatta
👙OnlyFans
99% Derisible · Yoni Rechtman
Be a star or a janitor. 
Steven Sinofsky
029. Telling the Untold Story
Tough Venturing · John Tough
Simplicity and scale of agriculture
BIG by Matt Stoller · Matt Stoller
Amazon Prime's "Free Shipping" Promise Is an Economy-Distorting Lie
Femstreet
The 🍔 GTM; Ringing in the new era of female entrepreneurship; Seed to Harvest
Exponential View · Azeem Azhar
🔮 Viral benefits; the giant cloud; Apple’s car; deep-space travel & earth architecture ++ #324
The Generalist · Mario Gabriele
The Calm Capitalists
The Generalist · Mario Gabriele
The Calm Capitalists

Saturday, 29 May 2021

9 pieces
High Tea
🍾 Bucks Fizz #17
My Climate Journey · Jason Jacobs
This Week in MCJ (5/29/21)
BIG by Matt Stoller · Matt Stoller
Biden vs The Deep State: Hearing Aid Edition
Continuations · Albert Wenger
Capital is Sufficient (Part 2)
The Diff
Longreads + Open Thread
From Cell to System · Morgan Cheatham
Welcome!
From Cell to System · Morgan Cheatham
welcome!
Tough Venturing · John Tough
Stealing Defeat from the Jaws of Victory
This Week in Fintech
This Week in Fintech (5/29)

Friday, 28 May 2021

9 pieces
Femstreet
New: pre-seed opportunity; gift platform that keeps giving; new community building tool; grant for creators; and more.
Net Interest · Marc Rubinstein
My Adventures in CryptoLand
David Sherry · David Sherry
The Rise of the Crypto Investor
Dawn Capital
Denmark’s hygge SaaS
AVC · Fred Wilson
Funding Friday: The Dirt Newsletter
VersionOne VC
Announcing our seed investment into Defined, a programable data platform for DeFi
Clouded Judgement · Jamin Ball
Clouded Judgement 5.28.21
Chinese Characteristics · Lillian Li
The state of Chinese cloud - Part III
Tough Venturing · John Tough
Jupiter Intelligence’s growth covered by Washington Post
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