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WED 28 OCT 2026 · 162 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

Thursday, 12 February 2026

5 pieces
Better Tomorrow Ventures
4Q25 Newsletter
Grounded
The Elite Abdicated
First Round Review
Figma is not the source of truth | Ryan Lucas (VP of Design, Rippling)
Fintech Ruminations
Stablecoins beyond narrow banking
Kanyi Maqubela
Bubbles and Balloons

Wednesday, 11 February 2026

35 pieces
Earnest Sweat
Touch Grass, Build Trust
Steven Sinofsky
238. Death of Software. Nah.
Supercruise
Resilient Growth In Startups At The Right Time
Antler
The Tao of Alpha
Antler
The Sheer Brilliance of Incubation
Antler
The Most Underrated Pitch Skill is Concision
Antler
Seed Stage Risk is Gorgeous
Antler
A Quick Primer on TAM
Antler
The Best Pitches Devolve into Dialog
My Climate Journey · Jason Jacobs
AI for Heavy Industry: How Archimetis Is Cutting Energy Waste in Steel, Refining, and Chemicals
LDV
Gardin’s Optics-Powered AI Agriculture Platform Increases Greenhouse ROI Across Customers
Amir Kabir
Edition 33 | 2026 — Insurance Is the Canary for Macro Stress
The Sociology of Business · Ana Andjelic
Popular culture is contradiction in terms
Minutes
Tool Shaped Objects
David Cahn
The Opening, Midgame and Endgame in Startups
Vickram Pradhan
Healthcare Payor Q4 2025 Earnings Roundup
Sequoia
The Opening, Midgame and Endgame in Startups
Antler
Your Proof-of-Concept Proves Nothing
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Market Trends, & AI Opportunities
Alex Lazarow · Alex Lazarow
Innovation in an Age of Fracture
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Blazel
Felicis
Expanding Our Investing Team with Two Partner Promotions, and a New Venture Partner!
Conor Witt · Conor Witt
The Data Tapes Edition #39
Conor Witt · Conor Witt
The Data Tapes Edition #38
Euclid Ventures
Verticals #17 — Reducing Switching Costs with AI
Casey Accidental
Magic Tricks, Moats, and the Three-Body Problem of AI Networks
Uncork Capital
Commercializing the only proven fusion science: our investment in Inertia
A16Z
"I'm out, who's with me?": 'Exit' as an organizing idea
Insight Partners
GitGuardian Raises $50M Series C to Address Non-Human Identities Crisis and AI Agent Security Gap
Saastr
Atlassian Is Growing 23% at $6.4B in Revenue. RPO Is Accelerating 44%. And the Stock Is Down 70%. What’s Really Going On.
Insight Partners
WINN.AI Raises $18 Million Series A to Close the Gap Between Sales Strategy and Real-Time Execution
Insight Partners
How Gameto is reshaping women’s healthcare and making up for lost time
Insight Partners
AWARD: The Top Growth Equity Firms of 2025
makers + builders · Parul Singh
OpenClaw cracks the 4 minute mile
Abe Murray
AlleyCorp Deep Tech | February 2026 Newsletter
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