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SUN 01 NOV 2026 · 163 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 14 May 2021

16 pieces
Net Interest · Marc Rubinstein
Mortgage Mayhem
Clouded Judgement · Jamin Ball
Clouded Judgement 5.14.21
The Diff
Building Parallel Financial Systems
Emergent · Mikal Khoso
Interswitch: An African Fintech Powerhouse
Continuations · Albert Wenger
Some Notes on Fundraising
Feld Thoughts · Brad Feld
Eat Your Frogs First Thing In The Morning
This Week in Fintech
This Week in Fintech (5/14)
AVC · Fred Wilson
Funding Friday: The Walk
Climate Tech VC
🌏 The cooling economy of F-gases and HVAC
Automatter
Recap: A Fireside Chat with Yohei Nakajima
Exponential View · Azeem Azhar
💬 Friday discussion: It's Elon's world now
Exponential View · Azeem Azhar
💬 Friday discussion: It's Elon's world now
Exponential View · Azeem Azhar
💬 Friday discussion: It's Elon's world now
High Tea
🍾 Bucks Fizz #15
Securities by Lux Capital
Lux Recommends #278: Crossword AI, Trees, and Oregon Trail
Rodolfo Gonzalez · Rodolfo Gonzalez
Insurtech Agents: a $130B opportunity

Thursday, 13 May 2021

23 pieces
Forward Thinking · Mat Sherman
We're Hiring Startup Scouts in Tempe, AZ
Newcomer · Eric Newcomer
Ignored, Obscure, Obscure, Obscure
Making Connections by Jax
On Delightful Product Experiences
Bring the Donuts · Ken Norton
Product Management Was Born 90 Years Ago Today (Maybe, Sort Of)
Feld Thoughts · Brad Feld
The Founder’s Story of The Path To Us Investing in Gig Wage
Point72 Ventures
BluBracket Secures $12M in Series A Funding to Protect Code from Development to Deployment
Trends, Analysis, Lies and Statistics
The Next Social Graph:
Madrona Ventures
Madrona Inaugural AI Impact Prize Goes to Researchers who Uncovered Environmental Costs
World Positive
Solving VC’s ESG Puzzle
First Round Review
Ask Why It Won’t Work, And Other Lessons This Founder Relies on While Building From 0 to 1
Lightspeed Venture Partners
Lightspeed Scout Spotlight: Lolita Taub
Pratyush Buddiga · Pratyush Buddiga
Beyond Reason
Point72 Ventures
Code-scanning platform BluBracket nabs $12M for enterprise security
Jake Tauscher
On Chaos
The Diff
Trapped by the Wrong Inflation Stories
Kevin Zhang
Running With Business Owners & Accountants
Ideas from Bain Capital Ventures
Running With Business Owners & Accountants
Feld Thoughts · Brad Feld
The Founder's Story of The Path To Us Investing in Gig Wage
Ian's Blog: Nominal Returns · Ian Gutterman
Path Dependency, Shortages, and the Future of Inflation
Not Boring · Packy McCormick
Prescription Drug Commercials: Why Are You the Way You Are?
Not Boring · Packy McCormick
Prescription Drug Commercials: Why Are You the Way You Are?
AVC · Fred Wilson
Golden Handcuffs
Heartcore
💡 Heartcore Consumer Insights

Wednesday, 12 May 2021

1 pieces
Hunter Walk
How Pro Skateboarder Tony Hawk Made Me A Better Parent
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