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SAT 31 OCT 2026 · 166 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, 5 February 2021

10 pieces
Chinese Characteristics · Lillian Li
Kuaishou deep-dive
AVC · Fred Wilson
Funding Friday: Fresh Start Farm
Exponential View · Azeem Azhar
💭 Friday discussion: the Apple car
Deconstructor of Fun
2021 Predictions #7 The Next Big Shooter is...
High Tea
🍾 Bucks Fizz #3
Kwokchain
How to Eat an Elephant, One Atomic Concept at a Time
The Generalist · Mario Gabriele
Five Startup Ideas #020
Securities by Lux Capital
Lux Recommends #264: Meatless Meat, Megastructure, and a 25-Year-Old Bet
The Generalist · Mario Gabriele
Five Startup Ideas #020 (Premium)
The Generalist · Mario Gabriele
Five Startup Ideas #020

Thursday, 4 February 2021

30 pieces
Matt Turck
In conversation with Alok Gupta, Head Of Data Science & Machine Learning at DoorDash
Second Opinion · Christina Farr
Why is it so hard to disrupt health insurance?
Who is Nnamdi? · Nnamdi Iregbulem
There's Nothing Magical About the SaaS Magic Number
Who is Nnamdi? · Nnamdi Iregbulem
There's Nothing Magical about the SaaS Magic Number
Acrew Capital
Announcing Acrew’s Diversify Capital Fund
Redpoint Ventures
Redpoint Office Hours with Allison Pickens and Tomasz Tunguz
A16Z
CartaX
NFX
Three Reasons Why NFX Invested in Latitude (Maker of AI Dungeon)
Newcomer · Eric Newcomer
A Chat with Dara Khosrowshahi
Out-Of-Pocket · Nikhil Krishnan
Part 2: How To Build Patient Communities
Starting Line
I Came Here To Run
The Diff
Fin Du Tech: Trading Liquidity Risk for Model Risk
Exponential View · Azeem Azhar
💡 Here comes everyone (again)
Not Boring · Packy McCormick
Supersapiens: Not Boring Memo
Not Boring · Packy McCormick
Supersapiens: Not Boring Memo
Not Boring · Packy McCormick
Supersapiens: Not Boring Memo (Audio)
Not Boring · Packy McCormick
Supersapiens: Not Boring Memo (Audio)
CRV Insights
The End of the Line: Waitwhile, the Better Way to Manage Crowds
Kevin Stevens
GM, Kodak, and The Battle of Norway
AVC · Fred Wilson
A Nice Zoom Hack – Take Two
DEVBIZOPS
Real Programmers
Content Commerce Insider
Future Tech China: Why Bytedance Is Taking Tencent to Court
Point Nine News
A primer on Sales Ops (a.k.a. SOPs) for early-stage B2B founders
Creandum
Vivino: From a free wine scanning app to the world’s largest wine marketplace
Venture Prose
The Trillion Dollar Question
Gen Z Voice · Thomas Lombardozzi
GZV #30: Robinhood's Problem (not GameStop)
Paraj Mathur
The Creator Economy Chasm
Next Big Thing · Nikhil Basu Trivedi
A Widening Gap
Opus Letter · Derek Urben
Opus 14: Everything Is [Not] Broken: A Response to Alana Newhouse and a Plea for Optimism
Forward Thinking · Mat Sherman
How To Share A Secret
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