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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 TechSemiconductorsConsumer

Tuesday, 5 January 2021

24 pieces
Forward Thinking · Mat Sherman
A Bounty For Knowledge
The Diff
Index Funds and Democratic Centralism
Lenny's Newsletter · Lenny Rachitsky
The most important consumer subscription metrics to track – Issue 60
Matt Harris
The Future Of Open Banking: Our Investment In GoCardless
Ideas from Bain Capital Ventures
The Future Of Open Banking: Our Investment In GoCardless
The Micromobility Newsletter · Team M
Mobike finally vanished. What happened?
Investing Canon
Spotify's Opportunity in Advertising, Podcasting, and Marketplace
Venture Unlocked · Samir Kaji
Venture Unlocked ep 16 - Avidan Ross of Root VC on investing in deep tech, taking an heavy approach on reserves, and building LP relationships.
Tough Venturing · John Tough
Consolidation at the top of industrial sensor market: Teledyne Acquires FLIR Systems
Continuations · Albert Wenger
COVID-19 Lessons: The Cost of Half Measures
AVC · Fred Wilson
How Not To Regulate Innovation
Content Commerce Insider
2020 Best of Brand Collaborations
Venture Prose
Absurd Seed Rounds Arguments
Sequoia Capital India
How to grow your Serendipity sphere
Justin Kan
Apply to be a Quest Fellow
Justin Kan
Apply to be a Quest Fellow
First Round Review
The First-Time Founder’s Guide to Learning Everything the Hard Way
Akshay Mehra
06: Ishan Sinha | Point72 Ventures
Opus Letter · Derek Urben
Opus 11: Best Reading of 2020
Electric Capital
Our Response to Proposed Rules from FinCEN and the Dept. of Treasury
Tanay's Newsletter · Tanay Jaipuria
SPACs and their consequences
Jake Tauscher
The Future of Bitcoin (at least in energy use…)
Jake Tauscher
The Future of Bitcoin (at least in energy use…)
Second Opinion · Christina Farr
Why didn't Haven work?

Monday, 4 January 2021

16 pieces
A16Z
Why a16z Opposes Secretary Mnuchin’s FinCEN Midnight Crypto Rulemaking
OpenVC.app
A primer on the Polish VC ecosystem
Blake Robbins
Modern Suppliers
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 17 Transcript
Newcomer · Eric Newcomer
Silicon Valley's Partisan Problem
Hunter Walk
Instagram, YouTube & TikTok Are Burning Out Their Creators. Here’s How to Fix That.
Tough Venturing · John Tough
Dealing with 2021 uncertainty
Daniel Li
The DL - December 2020 PNW Venture Deals, DL Dossiers, and Top Articles from 2020
Grounded
The New Career Stack
AVC · Fred Wilson
Back To Work
The Diff
Patent Platforms
Ian's Blog: Nominal Returns · Ian Gutterman
The Socializing of Debt Bubbles aka Leverage Has Costs
VersionOne VC
Q4 2020 Portfolio Review
Not Boring · Packy McCormick
Bill-A-Bear
Fintech Takes · Alex Johnson
The Fintech Tax
Continuations · Albert Wenger
The Biggest Bluff by Maria Konnikova (Book Review)
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