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THU 29 OCT 2026 · 156 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

Tuesday, 27 January 2026

4 pieces
Hunter Walk
“So say you’re against that. Now. Before it stops shocking you.”
Hunter Walk
“So say you’re against that. Now. Before it stops shocking you.”
Antler
Antler Singapore Announces Improved Investment Terms and 6-Week Residency
Sequoia
Partnering with Pace: Making Work Weightless

Monday, 26 January 2026

28 pieces
Santosh Sankar
Monday Meditations - Every Good Story Has a Villain
Antler
10 things we learned at Antler's European Founder Conference
Alex Lazarow · Alex Lazarow
Subject: 5 Counter-intuitive Insights from Our AGM + AI Easter-egg
Joe Lonsdale
Ep 140: SEC Chairman Paul Atkins on Making IPOs Great Again, Crypto's Comeback & New Rules for Retail Investors
Newcomer · Eric Newcomer
Alex Pretti Is a Patriot. Tim Cook Is a Quisling.
Fred Wilson
I'm Coding Again
Craft Ventures
Investing in Upwind Security’s Series B, Triple Down!
Obvious
Introducing The Obvious 360 Fund
Lenny's Newsletter
🎙️ This week on How I AI: Advanced Claude Code and Cursor techniques for power users
A16Z
Technology in 1776
Earnest Sweat
Nostalgia Is Not a Strategy
Saastr
The New Rule: $500K ARR Per Employee is the New $200K
Climate Tech VC
🌎 Fervo and General Fusion open the exit window #280
Sammy Abdullah
Q3 2025 SaaS Margins Continue their Stability
Melody Koh · Melody Koh, Partner @ NextView
The Structural Divide
Twelve Below
Barnwell Bio
Felicis
Ricursive Intelligence: A step-change on the path to AGI
White Star Capital
Building the future of construction: why we invested in Billdr
Lenny's Newsletter
Advanced Claude Code techniques: context loading, mermaid diagrams, stop hooks, and more | John Lindquist
The Sociology of Business · Ana Andjelic
World-building, explained
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How to Fix the Plumbing of the Financial System
Michael Greeley
One More Addition to the Flare Capital Team…
Stratechery
TSMC Risk
The Micromobility Newsletter · Team M
Bird’s Parent Company Third Lane Mobility Raises $20M
Digital Native · Rex Woodbury
Oxygen Monopolies
Akash Bajwa
Building Ramp Sheets: Ramp Labs and Applied AI With Alex Stauffer and Alex Shevchenko
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why ICE Polices in Minnesota, and Not the Corporate Board Room
Tomasz Tunguz · Tomasz Tunguz
The Model T Comes to Silicon Valley

Sunday, 25 January 2026

8 pieces
Lolita Taub
💥 Special Edition: Ganas Ventures invests in Leracom AI
Point Nine News
Some Learnings from Vibe Coding a Knowledge Hub in 13 Days
Saanya Ojha
🧾 Weekly Wrap Sheet (01/23/2026): Ads, Acceleration & Anxiety
Saastr
The CEO of An AI Agents Company We Really Love Asked Why We Didn’t Pick Them. Here’s the Honest Answer.
A Wealth of Common Sense · Ben Carlson
The Mid Life (Spending) Crisis
Lenny's Newsletter
Why your product stopped growing (and the 5-step framework to restart it) | Jason Cohen
Kevin Stevens
Vibe Thinking
Investing in AI · Rob May
Investing in Edge Part 2: What Do Opportunities Look Like?
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