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WED 28 OCT 2026 · 159 new pieces this week

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Select picks in the past month
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

Tuesday, 17 February 2026

30 pieces
Annelies Gamble
Rebuilding the Middle of American Manufacturing
Minutes
Nobody Walks to Canterbury
Joe Lonsdale
Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich
Climate Tech VC
🌎 FEOC in focus #283
Net Interest · Marc Rubinstein
NEW POD! Trends in US Banking with John McDonald & Brian Foran
Casey Accidental
Zero to One Is a Subtraction Problem
CRV Insights
CRV Promotes Veronica Orellana to General Partner
Sammy Abdullah
Gross Dollar Retention Data from publicly traded SaaS Co’s
Saastr
The 2x ARR Club: Don’t Let It Be You
A16Z
A Primer on Factory Economics for Startups
QED
A biblical history of agentic payments
Shruti Gandhi · Shruti Gandhi
How Our 24/7 AI Coworker Replaced Half Our Internal Tools
Insight Partners
How Valence’s agentic AI makes workplaces more human
A Wealth of Common Sense · Ben Carlson
Some Things That Didn’t Happen
Ian's Blog: Nominal Returns · Ian Gutterman
The AI Risk For Insurance Brokers…Part I
Flare Capital
Investing in Daffodil Health
Lenny's Newsletter
How to do AI analysis you can actually trust
Ben Yoskovitz
We're About to Lose the Apprenticeship Layer
Saastr
Salesforce Now Has 3+ Pricing Models for Agentforce. And Maybe Right Now, That’s The Way to Do It.
Lenny's Newsletter
How to do AI analysis you can actually trust
Melody Koh · Melody Koh, Partner @ NextView
The Snapshot Problem
A16Z
The mindset shift we need to rebuild American factories
Michael Greeley
Healthcare’s Labor Paradox… 
Stratechery
Thin Is In
Scott Hartley
Behind the MagicPort: Ali Gara with Hugh Dixson
Brian Sugar
Sugar Capital 3rd Annual Aspen Party
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why the "AI God" Narrative is Actually a Corporate Power Grab
Kenneth Auchenberg
Technical co-founders are more important than ever
Multicoin Capital
Adverse Selection Rules Everything Around Me
Tomasz Tunguz · Tomasz Tunguz
Will I Be Paid in Tokens?

Monday, 16 February 2026

10 pieces
Next Big Thing · Nikhil Basu Trivedi
"Automate the entire company"
Kiera Klinsky
Every Media and Entertainment Business is an AI Business?
Alfred Lin
Navigating a Paradigm Shift
Alfred Lin
Navigating a Paradigm Shift
Saanya Ojha
OpenAI Sharpens Its Claw
Entrepreneur First
Introducing the inaugural EF North America Investment Fellows
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Commodities Are Working
Feld Thoughts · Brad Feld
Adventures in Claude
Lenny's Newsletter
🎙️ This week on How I AI: Opus vs. Codex showdown, and AI for accessibility
Saastr
The Future of B2B Marketing is AI Agent Recommendations. And AI Agents Play Favorites.
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