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THU 29 OCT 2026 · 139 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

Friday, 5 December 2025

10 pieces
A16Z
Charts of the Week: If you can't join 'em, beat 'em
Maveron
A Modern House of Brands: Why the Next Great Consumer Platforms Will Be AI-Native and Built for Synergy
QED
Why enterprise AI is stuck in pilot mode
LDV
Who Are The Daring People Who Will Build The Next Legendary European Companies?
Not Boring · Packy McCormick
Weekly Dose of Optimism #172
Fred Wilson
The Big Blind
Turner Novak
🎧🍌 Flex: The AI Private Bank Silicon Valley Forgot to Build with CEO Zaid Rahman
Deconstructor of Fun
I Analyzed Clash Royale’s Marketing. Here’s What I Found.
Greylock News
GenAI Present and Future: A Conversation with Hasmukh Ranjan, CIO & SVP of AMD
Tomasz Tunguz · Tomasz Tunguz
From 10 to 31 Tasks Daily : The Agent Inflection Point

Thursday, 4 December 2025

26 pieces
Nikunj Kothari
Stop LARPing
Lowercarbon
The Search Engine for the Subsurface
Elizabeth Yin · Elizabeth Yin
Expanding our investment team at Hustle Fund↗Market
Abe Murray
Meet the DTNY 2026 Speakers Shaping the Next 50 Years of Technology
The Micromobility Newsletter · Team M
Beryl’s 2024 Revenue Up 11% to £12.6M
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #14: More Love for Spotify
Minutes
You Can Instrument Capabilities, Not Competence
Equal Ventures
AEO: Golden Age or Blood Bath?
Ascend
Investing in Govstream
Saanya Ojha
Dario’s Dispatch: A Reality Check From Inside the Frontier
A16Z
The State of AI
Mike Maples Jr.
Why I'm Supporting the Conjecture Institute
Felicis
The Next Frontier: How GenAI is Transforming Direct Procurement
A Wealth of Common Sense · Ben Carlson
Will Home Prices Finally Fall in 2026?
Jamesin · Jamesin Seidel
Reconsidering "Self-Made"
Euclid Ventures
The Quiet Death of VC-Founder Alignment
Earnest Sweat
Every City Has a Superpower
Greylock News
GenAI Present and Future: A Conversation with Hasmukh Ranjan, CIO & SVP of AMD
Saastr
The 2026 Sales Reckoning: Why Your Traditional Sales Team Is About To Look Very Different
Phin Barnes
Engineering Interviews and AI's Philosophical Split
Lenny's Newsletter
Why LinkedIn is turning PMs into AI-powered "full stack builders” | Tomer Cohen (LinkedIn CPO)
David Talpalar
The Powerful, Behind-the-Scenes Impact of AI in Financial Services
David Talpalar
The Powerful, Behind-the-Scenes Impact of AI in Financial Services
The Sociology of Business · Ana Andjelic
The Most Effective Organizations Are Fractal
Fred Wilson
Declining Fertility Rates
Pascal
How to win in AI (and why horizontal > vertical)

Wednesday, 3 December 2025

4 pieces
David Cahn
AI in 2026: A Tale of Two AIs
Sequoia
AI in 2026: The Tale of Two AIs
Amir Kabir
Edition 23 | 2025 — The Rise of Autonomous Financial Operations
Brian Sugar
The War for Where You Start
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