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THU 29 OCT 2026 · 159 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, 14 January 2026

11 pieces
Brian Sugar
The Tax That Eats Its Own
The Sociology of Business · Ana Andjelic
What makes a brand iconic
Jamie Tomalin
Building In A K-Shaped World
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is the stock market invincible?
Earnest Sweat
The Streaming Wars of Venture Capital
Entrepreneur First
Personal Exceptionalism: why knowing you’re the exception to the rule matters
Antler
Antler Disrupt Spring 2026: Applications Officially Open
Alfred Lin
Farmer to Banker
Sequoia
2026: This is AGI
Sequoia
Blues Makes Every Thing Smarter
Tomasz Tunguz · Tomasz Tunguz
Dead Companies Walking

Tuesday, 13 January 2026

28 pieces
Lateral Thinking · Marco Demeireles
Turning Consensus
Annelies Gamble
Designing Your Retrieval Stack
Scale Venture Partners
The AI Ad Network: What a next‑gen DSP looks like when the interface is a conversation
A Wealth of Common Sense · Ben Carlson
Updating My Favorite Performance Chart For 2025
Equal Ventures
2025 Predictions Revisited: What I Got Right and Wrong
Andrew Ziperski
In Defense of Buybacks
Saanya Ojha
Apple Rents a Brain
Fred Wilson
An Updated Dentist Office Software Story
First Round Review
Canva’s Path to Product-Market Fit: How a Two-Hour Founder Date Led To a $42B Design Platform
AlleyCorp
AlleyCorp in Q4 and the 30th Anniversary of Silicon Alley
Will Ventures
The AI Personal Trainer Is Coming
Collin Wallace
Ruthless Capitalism and the Death of the Mercy Rule
Saastr
What’s “Expensive” in AI? The Answer is Changing Fast.
Cathay
Production Mode: AI’s Next Chapter in Healthcare & Life Sciences
A16Z
The physical AI deployment gap
Apoorv's notes
2026 Predictions!
Apoorv's notes
2026 Predictions!
Sequoia
Partnering with Sandstone: An AI-Native Platform for In-House Legal Teams
Meritech
2025 Technology Exits in Review
Sequoia
Partnering with WithCoverage: Insurance As It Should Be
Digital Native · Rex Woodbury
The Year of Invisible AI
Scott Hartley
Conceive with Support: Lauren Berson Sugarman with Lauren Makler
Sarah Du
What I’m excited about in 2026: hybrid AI, computer use, and agentic everything
Alfred Lin
We’ll Find New Quests
Antler
Goldilocks principle of pre-seed startup capital raising and valuation
Sequoia
Partnering with Sandstone: An AI-Native Platform for In-House Legal Teams
Sequoia
Partnering with WithCoverage: Insurance As It Should Be
Tomasz Tunguz · Tomasz Tunguz
Eleven Steps to the Epiphany[^1]

Monday, 12 January 2026

1 pieces
Matt Brown
The thermodynamics of risk
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