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MON 02 NOV 2026 · 158 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Sunday, 23 May 2021

2 pieces
The Generalist · Mario Gabriele
Nubank: Finding Brilliance in Brokenness
The Generalist · Mario Gabriele
Nubank: Finding Brilliance in Brokenness

Saturday, 22 May 2021

7 pieces
Forerunner Insights
Portfolio Spotlight: Natalie Sportelli, Head of Content at Thingtesting
Forerunner Insights
Portfolio Spotlight: Sam Kang, VP of Media & Acquisition at Sunday
The Diff
Longreads + Open Thread
CrossStack
Managing Emotions and Incentives as a VC
My Climate Journey · Jason Jacobs
This Week in MCJ (5/22/21)
This Week in Fintech
This Week in Fintech (5/22)
Kwokchain
New video series, Closing the Loop

Friday, 21 May 2021

22 pieces
G2VP
Why We Invested in ProducePay
Femstreet
Seed investment opportunity; How to develop a tactical fundraising mindset; New tools for community builders, marketers, and more.
Apex Venture Studio
Startup Spotlight: Launchpad
Sparrow One
Will AT&T sell off Xandr? Part 2
Net Interest · Marc Rubinstein
Coasian Finance
BIG by Matt Stoller · Matt Stoller
Plymouth Rock's Grist Mill: America's First Businesses Were Public Utilities
Redpoint Ventures
Redpoint Office Hours Recap: Product-Market Fit with Andy Rachleff
Oper8r · Welly Sculley
Analysis: How family offices are investing into VC
Rodolfo Gonzalez · Rodolfo Gonzalez
iLife: Permanently transforming Permanent Life Insurance
Omar Ismail
Web3 and the Golden Age of Music 🤘
Clouded Judgement · Jamin Ball
Clouded Judgement 5.21.21
The Diff
The Economics of Pseudonymity
Tough Venturing · John Tough
Truck You: Ford & Sunrun vs. Tesla
This Week in Fintech
This Week in Fintech (5/21)
AVC · Fred Wilson
Funding Friday: Storied Hats
Climate Tech VC
🌍 Staying current with the battery value chain
Exponential View · Azeem Azhar
💬 Friday discussion: working from home power tools
Exponential View · Azeem Azhar
💬 Friday discussion: working from home power tools
Automatter
Automatter Brain Dump: These APIs, Man
High Tea
🍾 Bucks Fizz #16
AfterWork Reading
Investment Notes: Introducing our Creative Director - Bella Acton!
Securities by Lux Capital
Lux Recommends #279: Superhistory, Living in a Sci-Fi Novel, and a Soviet Mystery

Thursday, 20 May 2021

9 pieces
Sapphire Ventures Perspectives
Flipping & Financings: What European Founders Need to Know about Flipping to a U.S.
Venture Unlocked · Samir Kaji
We are hiring a Venture Associate!
The Data Source · Priyanka Somrah
The Data Source #5 | Data Science Notebooks & the Opportunity Ahead 📓
Chinese Characteristics · Lillian Li
Gamification of Chinese consumer tech (Abridged version)
A16Z
Investing in Maven
Emergent · Mikal Khoso
Special Report: GoTo and the Super App Wars
Trends, Analysis, Lies and Statistics
Balancing the Meta:
Matrix Partners
Educative
Forward Thinking · Mat Sherman
3 Steps To Start Scouting Startups
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