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THU 29 OCT 2026 · 157 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, 3 February 2026

3 pieces
Glasswing VC
Glasswing Ventures Announces Three Portfolio Exits
OpenVC.app
How to build the perfect investor list
Tomasz Tunguz · Tomasz Tunguz
Building Developer Infrastructure at Scale : Office Hours with Jim Everingham

Monday, 2 February 2026

35 pieces
Abhishek Maran · Abhishek Maran
Flow State #4 - Mastering the Meta and Your Own Personal Tutor
Sequoia
Partnering With Waymo
Charles Hudson
The Second Desert in Venture Capital
Thomas Reiner
AV Rideshare Fleet Sizing: Why the Optimum is Just Shy of Peak
Arpitrage · Arpit Gupta
1. Three Rules for AI in Finance
Saanya Ojha
Moltbook and the Rise of Bot Society
Antler
Investing in Meine Electric: Creating a solution for limitless renewable energy
Thomas Reiner
Southwest Airlines (LUV) - Q4 2025 Earnings Call
Thomas Reiner
Royal Caribbean (RCL) - Q4 2025 Earnings Call
QED
The AI-native platform built for regulated financial workflows
Casey Accidental
New Podcast on AI Growth and Product Strategy
Climate Tech VC
🌎 Lithium-ion is the benchmark in new LDES leaderboards #281
Cathay
Redefining the Mining Value Chain
Alex Lazarow · Alex Lazarow
Second order lessons from Brex's acquisition
Minutes
Patient Capital Will Eat the World
Saastr
The 2026 SaaS Crash: It’s Not What You Think
Sammy Abdullah
Advice for Struggling SaaS Co’s from the Great Recession
A16Z
2026: the biggest year of M&A in history?
The Micromobility Newsletter · Team M
Rad Power Bikes' Assets To Be Sold For $13.2M
On My Mind · Michael Dempsey
VC-Backed Startups are Low Status
Ascend
How Startups Are Rethinking Hiring
Deconstructor of Fun
State of Mobile 2026: 9 Trends That Matter
Saastr
“Digital Jason” Has Answered 73,915 Questions. And It’s Free. Try It!
Lenny's Newsletter
How this PM uses MCPs to automate his meeting prep, CRM updates, and customer feedback synthesis | Reid Robinson (Zapier)
The Sociology of Business · Ana Andjelic
Product as the acquisition channel
Scott Hartley
Anna is Everywhere: Anna Barber with Scott Hartley and Jenny Fielding
Insight Partners
The patterns shaping AI adoption in 2026
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in a Concentrated Stock Market
Akash Bajwa
Software's Metamorphosis
Next Big Thing · Nikhil Basu Trivedi
What I'm preparing for in 2026
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why the Epstein Files Won't Go Away
Sequoia
Partnering with Waymo to Reshape how the World Moves
Tomasz Tunguz · Tomasz Tunguz
Moltbook: The First AI-Only Social Network
Tomasz Tunguz · Tomasz Tunguz
Moltbook & the Persistence of Participation Inequality
Tomasz Tunguz · Tomasz Tunguz
Dissecting the Internet's Most Novel Creature

Sunday, 1 February 2026

2 pieces
Saanya Ojha
🧾Weekly Wrap Sheet (01/30/2026): Crustaceans & Consequences
A16Z Crypto
Enterprise blockchain adoption happens when someone else does the work
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