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WED 28 OCT 2026 · 162 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

Friday, 13 March 2026

13 pieces
Euclid Ventures
Euclid Insights is now The Verticalist
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
AI Won’t Replace Innovation
Sammy Abdullah
VC Ownership Data at Exit
Saastr
Wiz Had 4 Co-Founders. Databricks and Anthropic Have 7. Stop Overthinking It.
A16Z
Charts of the Week: Monitoring the Situation in Hormuz
QED
What nobody understands about agentic commerce
A Wealth of Common Sense · Ben Carlson
Will AI Replace Financial Advisors?
Clouded Judgement · Jamin Ball
Clouded Judgement 3.13.26 - In Defense of Model Lab Profitability
Not Boring · Packy McCormick
Weekly Dose of Optimism #184
Insight Partners
Agent-led growth: The next GTM motion is already here
99% Derisible · Yoni Rechtman
Don't call it a moat
Joe Lonsdale
Ep 145: SBA Administrator Kelly Loeffler on Exposing Billions in Fraud & What AI Means for Small Business
Tomasz Tunguz · Tomasz Tunguz
Hello, Claude? Are You There?

Thursday, 12 March 2026

23 pieces
Hunter Walk
“Vast wealth of tech billionaires has made many of them unconcerned with the little people’s lives…
Hunter Walk
“Vast wealth of tech billionaires has made many of them unconcerned with the little people’s lives — and deeply unpatriotic.” Is Paul Krugman correct?
Greycroft.com
A.I. Writes Buggy Code. A Silicon Valley Start-Up Wants to Fix It.
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #23: Building a Personal CRM
Saanya Ojha
Google Keeps Going
Thomas Reiner
Uber Is Quietly Winning the AV Rideshare Setup
Saastr
We’re 60 Days Out from SaaStr AI Annual 2026. ItShould Speak. And Why You Should Sponsor.
Insight Partners
Wonderful Raises $150M Series B to Accelerate Enterprise AI Adoption in 30+ Markets
The Micromobility Newsletter · Team M
12.9M Reasons Why Chicago Got Micromobility Right
Saastr
Being a “System of Record” Won’t Save You. It’ll Just Make Your Decline More Comfortable.
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The First Voluntary Population Crisis in History
A16Z
Institutional AI vs Individual AI
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Pricing in the Age of AI
Insight Partners
Using AI to augment, automate, even anticipate: Introducing the 3A framework
Lenny's Newsletter
How I built a 1M+ subscriber newsletter and top 10 tech podcast | Lenny Rachitsky
David Talpalar
Healthcare’s $350 Billion Administrative Tax
Saastr
Dear SaaStr: When Should I Vibe Code An App vs. Buy One?
makers + builders · Parul Singh
Autonomy is here: now agents just do things too
Feld Thoughts · Brad Feld
The Looking Glass Musubi
Newcomer · Eric Newcomer
Cursor Weighs Fresh Fundraise as Debate Rages on Coding Firm's Prospects
Kenneth Auchenberg
Agent Skills are the recipe. Vertical agents are the cake
Kenneth Auchenberg
AI skills are the recipe. Vertical agents are the cake
Tomasz Tunguz · Tomasz Tunguz
One Billion Lost Packages

Wednesday, 11 March 2026

4 pieces
Kyle Harrison
Networked Conviction 005
Greylock News
Introducing Axiamatic: AI for Enterprise Transformation
Steven Sinofsky
239. Mac Neo and my afternoon of reflection and melancholy
A16Z Crypto
What founders get wrong about selling to enterprises
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