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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 19 February 2026

12 pieces
Turner Novak
🎧🍌 Garry Tan on the Past, Present, and Future of YC
A16Z
In Defense of Vertical Software
Lenny's Newsletter
Head of Claude Code: What happens after coding is solved | Boris Cherny
Saastr
Debt Isn’t Free: What Every B2B Founder Needs to Learn from Divvy Homes’ $1 Billion Exit Where Founders and Most VCs Got $0
David Talpalar
Thinking Big vs. Thinking Small
Maersk Growth
On the move: New investment, Portcos hiring, and Growth sharing inspiration with you
The Micromobility Newsletter · Team M
Voi's Blockbuster 2025! Revenue up 34% to €178.2M 🚀
First Round Review
Why 90% of CROs will fall behind in the next 2 years | Stevie Case (CRO, Vanta)
Earnest Sweat
Bridges in a Smaller World
Nikunj Kothari
Your Org Structure Is My Opportunity
Tomasz Tunguz · Tomasz Tunguz
A Third, A Third, A Surprising Third
Tomasz Tunguz · Tomasz Tunguz
9 Observations from Building with AI Agents

Wednesday, 18 February 2026

24 pieces
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A↗Semis · Infra
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A
Antler
Visiting Analyst Reflection
Brian Sugar
Point It Downhill
A16Z
Investing in Heron Power
Insight Partners
How Chemify digitizes the process of making molecules
BIG by Matt Stoller · Matt Stoller
Paramount Has a Secret Plan to Buy Hollywood Before the Cops Arrive
Saanya Ojha
Soft Takeoff, Hard Consequences
Pascal
We're hiring our founding Head of Technology & Applied AI
Sequoia
Partnering with Firetiger: Validation at the Speed of AI
Amir Kabir
Edition 34 | 2026 — Stress Testing the Global Stack
Euclid Ventures
Software Is Dead — Long Live Software
Feld Thoughts · Brad Feld
Venture Deals Spring 2026 Course
Saastr
Shopify is Growing 30% at $11.6 Billion. The Stock is Down -28%. Is Nothing Good Enough Right Now?
A16Z
How bundling benefits sellers and buyers
A Wealth of Common Sense · Ben Carlson
The Ex-U.S. Trade is Working
Sammy Abdullah
Growth at IPO/Exit runs ~40%
Saastr
The 90/10 Rule for AI Agents, A Deep Dive: When To Replace Paid SaaS Tools With a Vibe-Coded Apps. And When Not To.
Investing in AI · Rob May
An AI Analysis of Zeta Global
Not Boring · Packy McCormick
Power in the Age of Intelligence
Minutes
Against Taste
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is AI a Mistake?
Ascend
LinkedIn Is the New Enterprise Media
Sequoia
Partnering with Firetiger

Tuesday, 17 February 2026

4 pieces
Abhishek Maran · Abhishek Maran
Flow State #5 - What kind of future are we headed towards?
Collin Wallace
Rockefeller Didn’t Drill for Oil
Saanya Ojha
The Hard Truth About Enterprise AI Adoption
Annelies Gamble
Rebuilding the Middle of American Manufacturing
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