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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

Thursday, 26 February 2026

22 pieces
Santosh Sankar
The Operator Who Builds
A Wealth of Common Sense · Ben Carlson
Can You Live Off Your Dividends?
David Teten
VC content strategy in a generative AI world
Investing in AI · Rob May
ServiceNow (NOW): The AI Control Plane
Better Tomorrow Ventures
Services Won't Become Software
Saastr
The Boomerang Founders: Why UiPath and Workday’s Creators Had to Come Back — And Who’s Next
Sammy Abdullah
Run a smoother board meeting
A16Z
Infinite Healthcare
Insight Partners
Behind the Investment: Why we’re partnering with Jump
Chamath Palihapitiya · Chamath Palihapitiya
Humanoid Robots: The Case for a World Running Out of Workers
Newcomer · Eric Newcomer
Sequoia’s Former India Unit Rocked by a Bitter Split Over Power & Profit Shares
David Teten
How to ensure the contract you just signed is enforceable
Lenny's Newsletter
AI is critical for humanity’s survival: Cisco president on the AI revolution | Jeetu Patel
David Talpalar
The Molecule Machine: How AI Is Rewriting the Economics of Drug Discovery
Heartcore
✨ Heartcore Insights
Vickram Pradhan
The Curious Economics of Lab Monkeys
Saastr
SaaStr AI App of the Week: Lightfield — The AI-Native CRM That Updates Itself, Preps Your Meetings, and Actually Knows Your Customers Cold
The Micromobility Newsletter · Team M
After 23 Years of Growth, Brompton's Revenue Slides Again!
First Round Review
Snowflake’s first sales hire on scaling from $0 to $3.5B | Chris Degnan (Former CRO, Snowflake)
Abhishek Singh
The Most Dangerous Place in Life (and in Venture Building)
Kenneth Auchenberg
Leverage and Functions. The two classes of AI Agents
Tomasz Tunguz · Tomasz Tunguz
Is AI Doing Less & Less?

Wednesday, 25 February 2026

18 pieces
Newcomer · Eric Newcomer
Startups Target the Tricky Task of Making AI Seem More Human
Saanya Ojha
Budget Physics in the Age of Agents
A16Z Crypto
Jevons' Paradox Is Coming for Finance
Alex Danco's Newsletter
Infinite Jest belongs in the techno-optimist canon
Amir Kabir
Edition 35 | 2026 — When Correlations Go to One
Euclid Ventures
Verticals #19 — AI-Powered Growth Equity
A16Z
Investing in QuiverAI
Ethan Batraski
AI’s Next $Trillion Frontier: Memory
Andrew Ziperski
Capital as a Weapon
Newcomer · Eric Newcomer
SCOOP: Thrive Netted 2.4x DPI from 2016 Fund. Here's Thrive's $10 Billion Pitch.
Earnest Sweat
The Internet Is Closing
Saastr
The Painful Gaps Between AI-Native and Traditional B2B Startups Today. Here’s a Checklist To Help. Which Are You … Really?
Sammy Abdullah
What 35 SaaS Earnings Calls Say about Enterprise Customer Trends
A16Z
Infinite Jest belongs in the Techno-Optimist Canon
Brian Sugar
Dear Coffee Lovers, You Deserve Better Than a Monster.
A16Z
Humans Are for Ideas, AI Is for Execution
Joe Lonsdale
Making the Media Great Again
A16Z
Investing in Chariot Defense
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