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THU 29 OCT 2026 · 161 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

Monday, 22 December 2025

4 pieces
Antler
What it takes to be the world’s best
Antler
What the new application layer looks like
Tomasz Tunguz · Tomasz Tunguz
Scoring 2025's Predictions
Tomasz Tunguz · Tomasz Tunguz
11 Predictions for 2026

Sunday, 21 December 2025

9 pieces
Hunter Walk
Org Charts Are Funhouse Mirrors Because Span of Influence is Not Limited to Span of Control
Hunter Walk
Org Charts Are Funhouse Mirrors Because Span of Influence is Not Limited to Span of Control
Saastr
A Great Year With Our 20+ AI Agents — But a Rough Week
Saanya Ojha
Weekly Wrap Sheet (12/19/2025): Fiction, Frameworks, Fidelity, Flash & Fakes
A Wealth of Common Sense · Ben Carlson
The Best Books I Read in 2025
A16Z Crypto
From sci-fi to statecraft: Our winter reading list
Lenny's Newsletter
The coming AI security crisis (and what to do about it) | Sander Schulhoff
Kevin Stevens
Reading is a Competitive Advantage
Investing in AI · Rob May
OpenAI's Problem: Focusing on AGI Over ROI

Saturday, 20 December 2025

12 pieces
Saastr
App of the Week: OpenRouter — The Universal API for All Your LLMs
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Lenny's Newsletter
🧠 Community Wisdom: What PMs need to master in the age of AI, testing product activation with AI browsers, splitting time between PM work and prompt engineering, Mixpanel vs. PostHog, and more
Kyle Harrison
2025 in Books
Andrew Ziperski
Tech’s Flat Earthers
Phin Barnes
Going AI Native, From Execution to Governance
Saastr
My Biggest Fear in Investing Now: The $100,000,000 ARR Slowdown
Jessie Harris
Week 29 Roundup
Ed Sim
What’s 🔥 in Enterprise IT/VC #477
Stage 2
Finding Your First Value Metric (Part 2)
Stage 2
Finding Your First Value Metric (Part 2)
David Ongchoco
Turning 30 - Change Is The Only Constant.

Friday, 19 December 2025

15 pieces
Simon Wu
Distribution Is Oxygen. Endurance Is the Moat.
A Wealth of Common Sense · Ben Carlson
Concentrate to Get Rich (or Poor)
Phin Barnes
Merrill Lutsky (Graphite) x Zach Lloyd (Warp) on building for engineers
Hunter Walk
Graphite Gets Bought By Cursor: Three Reflections from Six Years of Work [PMF didn’t happen right…
Hunter Walk
Graphite Gets Bought By Cursor: Three Reflections from Six Years of Work [PMF didn’t happen right away; working IRL mattered; three founders, three distinct roles]
Cathay
Distribution Is Oxygen. Endurance Is the Moat.
Dash Media
☀️ EP. 29 · Democratizing Work & Opportunity in Higher Ed | Edreform in 10
Euclid Ventures
Euclid Insights: 2025 Year In Review
Jack Arenas
People Over Logos
Glenn Borok
When the U.S. Government Joins the Cap Table
Net Interest · Marc Rubinstein
Banker Wonderland
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Grading Our 2025 Predictions
99% Derisible · Yoni Rechtman
Hiring: Three Great Roles
Newcomer · Eric Newcomer
Big VCs Raise Billions in Fresh Capital While Overall Industry Fundraising Sags
Sammy Abdullah
Bad advice from startup investors
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