WED 28 OCT 2026 · 161 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…

Wednesday, 27 February 2019

6 pieces
Amazon Chronicles · Tim Carmody
A Star Is (Not) Born

Tuesday, 26 February 2019

6 pieces
On My Mind · Michael Dempsey
On My Mind # 4
Bedrock Capital
Dipsea
Bedrock Capital
Dipsea

Saturday, 23 February 2019

2 pieces
Feld Thoughts · Brad Feld
The American Tailwind 
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