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WED 28 OCT 2026 · 164 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 19 March 2026

5 pieces
Glasswing VC
Glasswing Portfolio Company Allure Security Raises $17M in Series B Funding
Glasswing VC
Glasswing Portfolio Company Allure Security Raises $17M in Series B Funding
Digital Native · Rex Woodbury
Nothing Goes Viral by Accident
Joe Lonsdale
Ep 146: Jake Paul & Geoff Woo on Building Anti Fund, the Future of the Creator Economy & How to Change the Culture
Multicoin Capital
RWAs Are Just Built Different

Wednesday, 18 March 2026

29 pieces
Deconstructor of Fun
Ten Years and $100M: Star Trek Timelines
Newcomer · Eric Newcomer
VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO
Abhishek Maran · Abhishek Maran
Flow State #7 - Consensus is the Enemy
G2VP
Why Products, Not Models, Will Win Enterprise AI
Equal Ventures
Announcing the Commerce Capital Summit (June 4th, NYC)
Amir Kabir
Edition 38 | 2026 — Macro Risk Is Now Micro-Felt
Equal Ventures
Announcing the Commerce Capital Capital Summit (June 4th, NYC)
My Climate Journey · Jason Jacobs
Our Investment in DG Matrix
Felicis
Proactive Security for the Code Gen Era
White Star Capital
Closing the enterprise personalisation gap: why we invested in Sequen
Reaction Wheel · Jerry Neumann
The Monoculture of Startups Methods
Saanya Ojha
Meta: Compute Without a Compass
Euclid Ventures
Scaling AI Services: Zero to $15B in a Year
Better Tomorrow Ventures
Podcast: JC on Venture Grounds
Lenny's Newsletter
How I built LennyRPG
Saastr
I Added an AI Chatbot to Our AI VP of Marketing Today. Cost? $0.20. Time? 25 Seconds. It’s Better Than 98% of What I Could Buy.
Ian's Blog: Nominal Returns · Ian Gutterman
March Madness and the Middle East
A16Z
The internet ruined customer service. AI could save it.
Sequoia
Partnering with Edra: Context for Agents at Scale
Brian Sugar
The Buyer Is Already in the Room
Sammy Abdullah
VC and Founder Ownership at IPO
Antler
Bahadir Ozdemir: The Dropout Who Revolutionizes Connectivity
White Star Capital
A decade of redefining real estate: celebrating TheGuarantors’ majority investment by Warburg…
Jamie Tomalin
Not All Systems of Record Are Created Equal
Evan O'Donnell
The Dark Matter of Work
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Perfect Price of Oil
Sequoia
Partnering with Edra: Context for Agents at Scale
OpenVC.app
Are startup accelerators worthless?
Tomasz Tunguz · Tomasz Tunguz
The Robotic Tortoise & the Robotic Hare

Tuesday, 17 March 2026

6 pieces
Newcomer · Eric Newcomer
Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders
Scott Hartley
Investing at the Edge of the Map
A Wealth of Common Sense · Ben Carlson
An Asset-Liability Mismatch
Deconstructor of Fun
Seven Things the 2025 State of Gaming Report Actually Tells Us
Deconstructor of Fun
GDC 2025 POST-MORTEM
Annelies Gamble
Should Robot Generalists Get Off Their High Horse?
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