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WED 28 OCT 2026 · 165 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, 27 February 2026

29 pieces
Euclid Ventures
What's My Stage Again?
A Wealth of Common Sense · Ben Carlson
All of the Jobs That No Longer Exist
Glenn Borok
Don’t Overreact - Block’s Layoffs Are a COVID Hangover
Maveron
Maveron leads $3.2M seed round in Jampack AI to simplify wholesale operations
Joe Lonsdale
Ep 143: JD Ross on the New Invention Era & Building with AI in 2026
Point Nine News
AI Killed My SaaS
Saanya Ojha
Build-A-Bot vs Buy-A-Bot
Net Interest · Marc Rubinstein
Two Tribes
Memory Leak
Memory Leak — #41
Earnest Sweat
The Difference Between Slop and Soul
Newcomer · Eric Newcomer
OpenAI Raises $110 Billion & Throws In With Amazon as Capital Arms Race Rages
Jamie Tomalin
On-device vs Cloud
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Betty Crocker, AI, and Doing The Work
Sammy Abdullah
How SaaS Contribution Margin Works
Saastr
Claude is the Fastest Growing Enterprise Product Ever — And It Makes It Simple to Cancel. Why Do You Make It So Hard?
Feld Thoughts · Brad Feld
Proud Uncle Alert – Sabrina Feld
A16Z
Charts of the Week: DExit . . . real or feigned?
Peter G Schmidt · Peter G Schmidt
Episode 1: Graeter's Ice Cream - 156 Years of Stalwart Success
Deconstructor of Fun
Xbox's Endgame
Deconstructor of Fun
When Strategy and Identity Collide: Xbox’s Next Chapter
Clouded Judgement · Jamin Ball
Clouded Judgement 2.27.26 - The Poison of Inertia
Point Nine News
The Right to Switch under the EU Data Act
99% Derisible · Yoni Rechtman
Don't bet against network effects
Not Boring · Packy McCormick
Weekly Dose of Optimism #182
Saastr
DigitalOcean? It’s Up 12% in 2026. While The Rest of Software Is Down 24%. Here’s Why.
Deconstructor of Fun
When Strategy and Identity Collide: Xbox’s Next Chapter
Deconstructor of Fun
Death at an Xbox Funeral & Balling Out Ball’s State of Gaming
Entrepreneur First
Portfolio News | February 2026
Tomasz Tunguz · Tomasz Tunguz
The Game on the Field Has Changed

Thursday, 26 February 2026

11 pieces
Grayson Judge
Concentration Without Correlation
Meritech
Meritech Software Pulse | 20-February-2026
Minutes
To Name The Beasts
Janelle Teng
NODA AI: Building the future of operational collaborative autonomy at the frontlines
Insight Partners
Why the “Next Stack” demands a total reimagination of the enterprise
David Teten
🇺🇸 NYC Conference: Investors for a Better America 🇺🇸
Trends, Analysis, Lies and Statistics
Terminal Uncertainty
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #22: Open Sourcing our Cowork Course
Saanya Ojha
Nvidia and the Impossible Audience
G2VP
Why We Invested: Waabi
My Climate Journey · Jason Jacobs
Our Investment in Standard Nuclear
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