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THU 29 OCT 2026 · 156 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

Sunday, 25 January 2026

1 pieces
Continuations · Albert Wenger
What Now? Slow down the Worst & Build the New

Saturday, 24 January 2026

10 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
Fakepixels · Tina He
Twenty-five percent without thinking
Lenny's Newsletter
🧠 Community Wisdom: Setting up product ops at a pre-seed startup, breaking into PM from a non-tech background, and being an AI champion without burning out
Saastr
Brex and The Pros and Cons of Hubristic Fundraising
Jessie Harris
The Fiber Frenzy
Kyle Harrison
Saying The Quiet Part Out Loud
A16Z Crypto
How AI judges can scale prediction markets
Ed Sim
What’s 🔥 in Enterprise IT/VC #482
Saastr
AI App of the Week: Vivun — The AI Sales Engineer That Actually Does the Work
Kyle Harrison
Networked Conviction 002

Friday, 23 January 2026

23 pieces
Nikunj Kothari
The Bill Comes Due
A Wealth of Common Sense · Ben Carlson
Earnings vs. the Stock Market
Shruti Gandhi · Shruti Gandhi
## Web World Models – Simple Explainer
Apoorv's notes
Why we invested in Baseten
Apoorv's notes
Why we invested in Baseten
Venture Prose
Would You Have the Courage
Caitlin Bolnick
1.23.26: winning local communities as hidden bottleneck to scaling AI
Net Interest · Marc Rubinstein
The Last Active Manager
yCombinator
Congratulations to EquipmentShare on Going Public
Newcomer · Eric Newcomer
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders
Fred Wilson
Can AI Grow Corn?
Saastr
If AI GTM Tools Were Half as Good As Cursor or Replit, It Would Be a Different World Today. They Will Get There.
Sammy Abdullah
The Payback Period on Q3 SaaS Net Loss
QED
State of the consumer Q1 2026: Stability with softening edges
A16Z
Charts of the Week: The Almighty Consumer and AI Capex
99% Derisible · Yoni Rechtman
Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor
Dash Media
☀️ EP. 32 · Vision, Grit, and Community Impact | Edreform in 10
Clouded Judgement · Jamin Ball
Clouded Judgement 1.23.26 - The Year of Multi-Modal
Saastr
a16z’s State of Markets: $4.7T in Private Unicorns,
Not Boring · Packy McCormick
Weekly Dose of Optimism
Investing in AI · Rob May
If The US Loses The AI Race, Blame Immigration Policy
Antler
Agentic commerce: Unleashing the autonomous economy
Equal Ventures
Equal Ventures’ “State of the Economy”

Thursday, 22 January 2026

6 pieces
Short-Formed · Anu Atluru
Notes on Not Posting
Antler
Building the Nervous System for AI: Mark Englund of FiberSense | The Further, Faster Podcast
Saastr
20VC x SaaStr Are Back: If Figma Isn’t Good Enough, What Hope Is There? Plus OpenAI Ads, Elon vs. Sam, and the $9B Replit Bet
Matt Brown
Vertical software already won the context graph
Hunter Walk
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game.
Hunter Walk
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game. I want to fund founders that want to create a better future for PEOPLE.” Five Questions With Tom Preston-Werner.
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