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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

Wednesday, 11 February 2026

5 pieces
Lenny's Newsletter
Claude Opus 4.6 vs. GPT-5.3 Codex: How I shipped 93,000 lines of code in 5 days
A Wealth of Common Sense · Ben Carlson
Animal Spirits: What Would You Do With $3 Million?
Brian Sugar
Well Done SF, Well Done
Sequoia
The Opening, Midgame and Endgame in Startups
Who is Nnamdi? · Nnamdi Iregbulem
Tokens Aren't Fungible

Tuesday, 10 February 2026

27 pieces
BIG by Matt Stoller · Matt Stoller
The Beginning of the End for Big Corporate Medicine
A Wealth of Common Sense · Ben Carlson
Markets Are Now a Beauty Contest on Steroids
Annelies Gamble
The Insurance Stack is Compressing
Annelies Gamble
The Insurance Stack is Compressing
Short-Formed · Anu Atluru
Franchise Thinking
Newcomer · Eric Newcomer
Investors Go Hard for Voice AI With a String of Big January Deals
Feld Thoughts · Brad Feld
Claude Code Now Posts to This Blog
Saanya Ojha
The Dog, the Doorbell, and the Accidental Panopticon
Minutes
Rented Virtue
Equal Ventures
Why "Signal” matters more than ever
Sammy Abdullah
Using M&A to Grow in SaaS
Hunter Walk
“You’d also maybe be surprised how many X thinkbois hate on the media publicly but don’t behave the…
Hunter Walk
“You’d also maybe be surprised how many X thinkbois hate on the media publicly but don’t behave the same in private” – reporter Jason Del Rey on going Indie with The Aisle, who inspires him, and why he failed to pay enough attention the the ChatGPT launch
Saastr
What Folks Are Really Vibe Coding Today. (It’s Not Building Their Own Salesforce.)
A16Z
The Case for Scaling Venture
Felicis
Entire: The World’s Next Developer Platform
A16Z
Defense Acquisition Reform: Victories and Next Steps for FY27 NDAA
Pear
Now open: PearX S26 applications
Lenny's Newsletter
Building AI product sense, part 2
F Prime
The State of Fintech in 2026
Scott Hartley
Riding the Wave: Helaine Knapp with Pau Sabria
Saastr
What We Actually Learned Deploying 20+ AI Agents Across Our Entire Go-To-Market (8 Months In)
Lenny's Newsletter
Building AI product sense, part 2
James Heath
Underwriting People
Tanay Jaipuria · Tanay Jaipuria
RL and The Era of Experience
A16Z
Investing in Shizuku
Multicoin Capital
ACE is the place with the helpful value capture

Monday, 9 February 2026

8 pieces
A16Z Crypto
The long game for crypto
Nathan Benaich · Nathan Benaich
State of AI: February 2026 newsletter
Fika Ventures
Agents vs. Workflows: The Framework Founders Actually Need
The Sociology of Business · Ana Andjelic
Virality is dead
Generative Value · Eric Flaningam
Q4 ‘25 Cloud Update (What’s going on with software?)
Saastr
Growth May Have Slowed for Some. But Holy Cow, Not for Databricks.
Alfred Lin
Fearless vs. Courageous
Alfred Lin
Fearless vs. Courageous
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