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WED 28 OCT 2026 · 162 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

Monday, 9 February 2026

20 pieces
Lenny's Newsletter
🎙️ This week on How I AI: How to build your own AI developer tools with Claude Code
Meera Clark · Meera Clark, Partner @ Redpoint
The AI Inflection Point: From Software to Digital Labor
Climate Tech VC
🌍 EU CBAM’s €8bn price tag #282
Feld Thoughts · Brad Feld
Tech I’m Obsessed With
Saastr
Inference is the New Sales & Marketing Spend
A16Z
Of course they’re putting ads in AI
Sammy Abdullah
‘AI Resistant’ is Even Better than ‘AI First’
Ian's Blog: Nominal Returns · Ian Gutterman
What Investors Are Getting Wrong About The Tech Selloff
Better Tomorrow Ventures
Will Vertical AI Survive?
Arpitrage · Arpit Gupta
2. When Your AI is Lying To You
Saastr
Google: Actually, AI Hasn’t Hurt Search at All. In Fact, It’s Accelerating It.
Lenny's Newsletter
How to build your own AI developer tools with Claude Code | CJ Hess (Tenex)
The Micromobility Newsletter · Team M
Nextbike Wins Munich Bike Contract
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Three A’s of the U.S. Economy
Deconstructor of Fun
AI in Game Art: Art Director's Perspective
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The $2 Trillion Collapse of Bitcoin and Terrible Software Companies
Antler
Introducing Antler TRINITY in Berlin: a 3-week sprint for Deep Tech, AI, and Resilience
Antler
Here comes the next gen of Australian startups, Antler kicks off residency #15
Continuations · Albert Wenger
Immigration and Cheating in American Culture
Tomasz Tunguz · Tomasz Tunguz
Can You Fly That Thing?

Sunday, 8 February 2026

10 pieces
Minutes
End Game Play
Kevin Stevens
January Reads
Saanya Ojha
🧾 Weekly Wrap Sheet (02/06/2026): Moltys, Margins, Meatspace, Markets & Mockery
Saastr
$340 Billion in VC, But Fewer Deals Than Any Year This Decade: the Latest from SVB’s 2026 State of the Markets
A Wealth of Common Sense · Ben Carlson
Iceberg Crashes
A16Z Crypto
The Super Bowl of prediction markets
Lenny's Newsletter
Getting paid to vibe code: Inside the new AI-era job | Lazar Jovanovic (Professional Vibe Coder)
Saastr
Two IPOs, Six Weeks Apart, Opposite Outcomes: 5 Lessons from Wealthfront’s Slide and EquipmentShare’s Pop
Investing in AI · Rob May
The Post-Model World: Why The System Is The New Moat.
Next Big Thing · Nikhil Basu Trivedi
The feature backlog has gone *poof*

Saturday, 7 February 2026

10 pieces
Continuations · Albert Wenger
Automated Software: Some Implications
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week
Lenny's Newsletter
🧠 Community Wisdom: Common mistakes when hiring a growth PM, using AI to speed up bug reporting, launching a solo consulting practice, resume titles for engineers transitioning to PM, and more
Kyle Harrison
The Incompetent Confidence Complex
Jessie Harris
The Golden Age of CPG
Stage 2
Uplevel or Replace? A CEO’s Dilemma at Series B
Stage 2
Uplevel or Replace? A CEO’s Dilemma at Series B
Saastr
AI Gross Margins Are Up, R&D Spend Is Way Up, AI Pricing is a Mess: 5 Key Takeaways from ICONIQ’s State of AI Report
Ed Sim
What’s 🔥 in Enterprise IT/VC #484
F Prime
Fintech IPOs & 2025 Fintech Rebound
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