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…

Wednesday, 19 May 2021

25 pieces
Preface Ventures
Preface Gratitude
David Sherry · David Sherry
Life-Streaming
Continuations · Albert Wenger
Capital is Sufficient (Part 1)
Newcomer · Eric Newcomer
A Conversation With Tony Xu
Tough Venturing · John Tough
Energize invests in TWAICE
The Rebooting
Bait and switch
Exponential View · Azeem Azhar
📊 EV’s charts of the week #27
Exponential View · Azeem Azhar
📊 EV’s charts of the week #27
Paul Graham Essays
Fierce Nerds
Top posts this week