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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

Wednesday, 3 December 2025

26 pieces
USV
Turning locked up data into collective knowledge: Supper’s agentic data platform↗Enterprise · Data
USV
Turning locked up data into collective knowledge: Supper’s agentic data platform
Joe Lonsdale
A Vision for Healthcare AI in America
Saanya Ojha
re:Inventing AWS: not the smartest model, the smartest system
Lerer Hippeau
Please welcome OnProfit, the platform helping the enterprise maximize revenue
LDV
Partnering with Arcturus to Deliver Broadcast-Quality 3D Video to Experience Sports Like Never Before
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Electric Grid - America’s Biggest Bottleneck of the Decade
My Climate Journey · Jason Jacobs
Our Investment in Unlimited Industries
Euclid Ventures
VERTICALS #7 - Owner.com
Brian Sugar
Big Food's Tobacco Moment
Cathay
Behind the Term Sheet: Vambe’s $14M Series A
Saastr
AI Agents Catching Other AI Agents Cutting Corners and Hallucinating. And Why That Means AI is Getting SO, So Much Better
A16Z
Toward a Working Definition of Paperclip-Punk
Minutes
mistakes of measurement in new media and investing
Insight Partners
How Promptfoo is restoring trust and security in generative AI
Venture Unlocked · Samir Kaji
Betting on Founders Who Build the Real World
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Age of Discontentment
Lenny's Newsletter
Gemini 3 vs. Claude Opus 4.5 vs. GPT-5.1 Codex: Which AI model is the best designer?
Kyle Poyar's Growth Unhinged · Kyle Poyar
An outbound playbook for 2025
Kyle Poyar's Growth Unhinged · Kyle Poyar
An outbound playbook for 2025
Digital Native · Rex Woodbury
Grading Our 2025 Predictions 💯
Entrepreneur First
Portfolio News | November 2025
James Heath
Manager Selection In A Bubble
James Heath
Manager Selection In A Bubble
Heartcore
Heartcore on Quantum
Sequoia
AI in 2026: A Tale of Two AIs

Tuesday, 2 December 2025

14 pieces
Nikunj Kothari
Bet the farm
A Wealth of Common Sense · Ben Carlson
The Housing Affordability Crisis
Collin Wallace
Two Of My Favorite Professors Died This Month. And They Managed To Teach Me the Same Final Lesson.
Scott Hartley
Human-Driven Health: Kate Lambridis with Scott Hartley
Felicis
How PermitFlow’s Making Us a Nation of Builders (Again)
Annelies Gamble
Decision-Support Partners: The Future of Hybrid Construction Teams
Sequoia
Partnering with Ricursive Intelligence: A Premier Frontier Lab Pioneering AI for Chip Design
Know Your Growth
Onboarding as a Growth Engine at Brightwheel
Saanya Ojha
Seek Deep and You’ll Find a New Frontier
Newcomer · Eric Newcomer
Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly
First Round Review
The Merger Playbook: Crossbeam’s CEO Breaks Down Every Detail of the Deal That Worked
Felicis
Simular: Computer-using agents for real-world workflows
Sequoia
Nevis: Bringing AI to Wealth Management
Saastr
There’s No Excuse for “We’ll Get Back to You in 1 Business Day” in the Age of AI
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