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WED 28 OCT 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 17 March 2026

27 pieces
Annelies Gamble
Should Robot Generalists Get Off Their High Horse?
Saanya Ojha
It’s NVIDIA’s World, We’re All Just Inferencing in It
Net Interest · Marc Rubinstein
NEW POD! Market Intelligence in the Age of AI with Morningstar CEO, Kunal Kapoor
Andy Dunn
Empire of Pain
QED
Corporate Venture Capital: A user guide
Collin Wallace
Counting Cards in Venture
Maveron
S1E1: Kat Cole (CEO, AG1) on Compounding Leadership and Building Enduring Consumer Brands
Collaborative Fund
Significance > Success
Casey Accidental
The AI Signal to Noise Curve
Jack Arenas
Don't Go Full NPC
Insight Partners
The Agent era may be the end of single-step thinking
Saastr
How Much of the Software Slowdown Is Just Budgets Flowing to Anthropic and OpenAI? Maybe As Much As 70%
A16Z
Your product won’t sell itself
Sammy Abdullah
Softwaremultiples.com updates SaaS Multiples in Real Time
CRV Insights
Amit Agarwal is Building Again — CRV’s Seed Investment in Standard Template Labs
Hunter Walk
“My one big tip for any of these business side roles is you still need to get close to the product.
Hunter Walk
“My one big tip for any of these business side roles is you still need to get close to the product. Nothing bothers me more than people that work at companies and never use their own products.” Zapier’s Corp Dev Lead Austin Johnsen on how AI is changing his job and building his own tools with Claude.
Scott Hartley
The Great Scape: Helle Jeppsson with Matthew Brimer
Lenny's Newsletter
How I built LennyRPG
Ben Yoskovitz
The 40-Year Old Career Model AI Just Broke
Melody Koh · Melody Koh, Partner @ NextView
The Four Relationships with AI
Saastr
5 Uncomfortable Truths About AI Adoption That Most VPs of Sales Don’t Want to Hear: The Data From Laridan
Abhishek Singh
Every Change Leaves a Vacuum. The Question Is Whether You See It.
Erik Torenberg
AI's Oppenheimer Moment
Next Big Thing · Nikhil Basu Trivedi
Fuse
Tomasz Tunguz · Tomasz Tunguz
The 12x Bet on AI
Tomasz Tunguz · Tomasz Tunguz
The 12x Bet on AI

Monday, 16 March 2026

13 pieces
Apoorv's notes
Conversation with Nick Turley, Head of ChatGPT
Apoorv's notes
Conversation with Nick Turley, Head of ChatGPT
Minutes
The Merchant in the Statehouse
OpenVC.app
17 Best YC Alternatives for Early-Stage Startups [2026]
John Tough
Energize leads $21M Series A in Halcyon
Climate Tech VC
🌎 What the dire straits in Hormuz mean for new energy flows #287
Lenny's Newsletter
🎙️ This week on How I AI: From Figma to Claude Code and back & From journalist to iOS developer
Saastr
You Have $100M ARR, 100%+ NRR, and 10,000 Customers. Why Are You Quitting to Start an AI Company?
Sammy Abdullah
SaaS Multiples Are Up for Strong Growers
A16Z
Why the World Still Runs on SAP
A16Z
AI’s Oppenheimer Moment
The Sociology of Business · Ana Andjelic
The rise of the creative studio restaurant
The Micromobility Newsletter · Team M
Announcing the Official Afterparty of MME 2026🎊🇩🇪
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