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THU 29 OCT 2026 · 148 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 ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 24 February 2026

13 pieces
Sammy Abdullah
What 35 Earnings Calls Say About the Health of Software
A16Z
Still increasing the GDP of the internet
Collin Wallace
The Skills Layer
Saastr
The Wave of AI Agent Churn To Come: Prompts Are Portable
Lenny's Newsletter
How to use AI for your next job interview
OpenVC.app
Eight Questions Founders Ask, Answered by a VC
Saastr
The 2025 IPO Class, Graded. Only 3 of 13 Are Above Water
Lenny's Newsletter
How to use AI for your next job interview
The Sociology of Business · Ana Andjelic
Hospitality’s logic in an enshittified world
Scott Hartley
The Car Warranty Chaiz: Reto Bolliger with Harm-Julian Schumacher
Minutes
On the Garden (against Citrini)
Continuations · Albert Wenger
Philosophy Mondays: From Is to Ought - Toward a Universal Moral Core (Part III)
Tomasz Tunguz · Tomasz Tunguz
AdSense for AI

Monday, 23 February 2026

22 pieces
Arpitrage · Arpit Gupta
3. The Cause of and Solution to all of Life's Problems
Deciens
How We Partner
Saanya Ojha
Anthropic Announces Product. Markets Announce Apocalypse.
Alfred Lin
Bring Joy = Ultimate Competitive Advantage
Alfred Lin
Bring Joy = Ultimate Competitive Advantage
Insight Partners
Hypercore Raises $13.5M Series A Led by Insight Partners to Launch AI Admin Agent for Private Credit
Deconstructor of Fun
Hay Day With a To-Do List: How Focus Friend Cracked Productivity Retention
Lenny's Newsletter
🎙️ This week on How I AI: How Notion’s design team uses Claude Code to design
Climate Tech VC
🌎 The SMR shake-up #284
Saastr
Don’t Love Your Job? I Hear You. But Don’t Quit. At Least, 99% of You Shouldn’t.
A16Z
I Built TetrisBench, Where LLMs Compete at Playing Tetris
Tomasz Tunguz · Tomasz Tunguz
FIXED: Empty Response Issue with Fireworks.ai Tasks
Sammy Abdullah
What 35 Software Earnings Calls Say About AI
The Micromobility Newsletter · Team M
LimePrime Goes Global 🌎
Saastr
AI Agents in Sales and Finance Aren’t Behind. They’re Just Next. The Latest Data from Anthropic and ~1,000,000 Tool Calls.
Lenny's Newsletter
“I haven’t written a single line of front-end code in 3 months”: How Notion’s design team uses Claude Code to prototype
Pat McGovern
Five Approaches to Vertical AI
Pat McGovern
Five Approaches to Vertical AI
Deconstructor of Fun
Golden Mechanics: Focus Friend
Akash Bajwa
RL Environments with Scale AI
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Trump Loses on Tariffs, Has His 'Withdrawal from Afghanistan' Moment
Tomasz Tunguz · Tomasz Tunguz
SpaceX, OpenAI & Anthropic IPOs : A $3 Trillion Stress Test

Sunday, 22 February 2026

5 pieces
Kevin Stevens
AI Charts of the Week
Saanya Ojha
🧾 Weekly Wrap Sheet (02/20/2026): Proof, Plumbing, Priors, Platforms & Proxies
Clayton Petty · Clayton Petty
DiSaaSter Strikes Cybersecurity
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
Kyle Harrison
Legible To Yourself
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