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THU 29 OCT 2026 · 147 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 ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 18 November 2025

3 pieces
Stratechery
Robotaxis and Suburbia
Extantia Capital
From Diesel to Data: Why We Invested in Voltrac
Nikunj Kothari
Claude Cooked Me

Monday, 17 November 2025

26 pieces
Tanay Jaipuria · Tanay Jaipuria
The Rise of Background Agents
Alfred Lin
Business of Risk Taking
Alfred Lin
Business of Risk Taking
Saanya Ojha
Individually Rational, Collectively Fragile
Insight Partners
Mate Launches with $15.5M Seed to Transform Security Operations
Newcomer · Eric Newcomer
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More
The Micromobility Newsletter · Team M
Micromobility Always Wins!!!
A16Z Fintech
Fruits of the Walled Garden
Earnest Sweat
Congruence: The Founder’s Real Edge
Lenny's Newsletter
This week on How I AI: How Emmy Award–winning filmmakers use AI to automate the tedious parts of documentaries
Climate Tech VC
🌎 IEA pulls the plug on peak oil #271
Saastr
Stop Building Financial Plans on Hope and Prayer: Why Your C-60/C-90/C-10 Planning is Backwards
A16Z
Marketplaces in the Age of AI
Felicis
Luminal: Revolutionizing AI Infrastructure with Compiler-Driven GPU Optimization
Sammy Abdullah
Cold Emailing a VC, and Getting a Response
Equal Ventures
Insurance Capacity & Innovation
Felicis
Runlayer: Powering the Next Wave of Secure, Enterprise-Ready Agents
Deconstructor of Fun
The Game Analytics Masterclass
The Sociology of Business · Ana Andjelic
Luxury's power shift
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Bubble Will Get Bigger
Lenny's Newsletter
“Nobody wanted to do this work”: How Emmy Award–winning filmmakers use AI to automate the tedious parts of documentaries
Saastr
SaaStr + Agentforce: It’s Early, But the Results Are Really, Really Strong
Heartcore
Heartcore on Applied AI
Akash Bajwa
Application Software Is Dead, Again
Santosh Sankar
Monday Meditations - Being Vulnerable
Thomas Reiner
Tech Dilution Through Q3: Discipline Cracks at Big Tech

Sunday, 16 November 2025

11 pieces
Incisive VC
Why the AI Application Layer Will Eat Infra for Breakfast
Saanya Ojha
Weekly Wrap Sheet (11/14/2025): Silence, Surveys, Strategy Split, Satya & Social
Alex Lazarow · Alex Lazarow
The Next Fintech Wave – AI, Stablecoins and Programmable Trust
Tomasz Tunguz · Tomasz Tunguz
What 375 AI Builders Actually Ship
Saastr
The Hard Truth About Fundability: What 2,000+ Pitch Decks on SaaStr AI VC Taught Us
A Wealth of Common Sense · Ben Carlson
AI in Las Vegas
Kyle Harrison
“Build What’s Fundable”
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to use AI agents for marketing
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to use AI agents for marketing
Lenny's Newsletter
The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Investing in AI · Rob May
Why AI Is and Also Isn't a Bubble
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