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SUN 01 NOV 2026 · 168 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 & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Friday, 19 February 2021

31 pieces
Sparrow One
Twitter’s post-advertising opportunity
First1000 · Ali Abouelatta
📈Robinhood
First1000 · Ali Abouelatta
📈Robinhood
NFX
Reinventing Existing vs. Creating New Markets
Kara Nortman · Kara Nortman
How the Shared Responsibility Model Complicates Cloud Security
Feld Thoughts · Brad Feld
Finding Meaning
The Diff
Three Bull Cases for Starlink
Earlybird's Insights
Earlybird Digital East Fund II Announces Final Closing
First Round Review
From Exec Roles to Board Seats — Lessons for the Startup C-Suite from Zendesk, Guru, eBay, & More
Net Interest · Marc Rubinstein
Facebook's Big Diem
Omar Ismail
Virtual Humans 🧔🏼
Femstreet
Takeaways from building a community-first product with Geneva; Femstreet x Notion member perk; and more.
Clouded Judgement · Jamin Ball
Clouded Judgement 2.19.21
Ian's Blog: Nominal Returns · Ian Gutterman
Was The Texas Freeze Really Unforseeable?
Stealing Signs · Jackson Bubala
Stealing Signs - Issue 56
Nongaap Investing · Mike
[Premium QN] Texas Sized Problem
This Week in Fintech
This Week in Fintech (2/19)
Content Commerce Insider
Is Space the Final Frontier for Brand Marketing?
AVC · Fred Wilson
Funding Friday: Fairplay Backdrop
Feld Thoughts · Brad Feld
Finding Meaning
Exponential View · Azeem Azhar
💭 Friday discussion: what is happening in your neighbourhood?
Sequoia Capital India
Measuring Product Health
Kwokchain
Last Call – Spring 21 Cohort of Advanced Growth Strategy
Point Nine News
9 Tricks to build your Talent Acquisition function
High Tea
🍾 Bucks Fizz #5
X 100PRD · Angelo
Matters
The Generalist · Mario Gabriele
Five Startup Ideas #022
Securities by Lux Capital
Lux Recommends #266: The Butterfly Forest, MetaHuman, and Pigs Playing Videogames
The Generalist · Mario Gabriele
Five Startup Ideas #022
The Generalist · Mario Gabriele
Five Startup Ideas #022 (Premium)
Net Interest · Marc Rubinstein
Facebook's Big Diem

Thursday, 18 February 2021

9 pieces
AVC · Fred Wilson
Going Off Grid
Distributed VC
No Pain, No Gain: COVID-19’s Shot in the Arm for the Healthcare System
Distributed VC
No Pain, No Gain: COVID-19’s Shot in the Arm for the Healthcare System
Redpoint Ventures
Redpoint Office Hours with Tomasz Tunguz and Chorus.ai’s CEO, Jim Benton
Late Checkout · Greg Isenberg
Welcome to the Spontaneous Internet
RFS 100 · Mario Gabriele
The new website
Kara Nortman · Kara Nortman
Why Cyber Strategy IS Company Strategy & A Generational Market Opportunity
Trajectory · Mikal Khoso
Trajectory 23: The Green Revolution
Chinese Characteristics · Lillian Li
Owning the funnel
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