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FRI 30 OCT 2026 · 144 new pieces this week

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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

Thursday, 13 November 2025

25 pieces
Saanya Ojha
Satya’s Big Reveal: The Moat Is the Mundane
Supercruise
The Modern Growth Equity Playbook
The Micromobility Newsletter · Team M
Chicago Hits 12 Million Shared Micromobility Rides
A Wealth of Common Sense · Ben Carlson
The Economics of a 50 Year Mortgage
A Wealth of Common Sense · Ben Carlson
The Economics of a 50 Year Mortage
Tomasz Tunguz · Tomasz Tunguz
Teaching Local Models to Call Tools Like Claude
Euclid Ventures
VERTICALS #4 - AI Marketplaces
Minutes
"In The Flow
Sammy Abdullah
Autopsy of a Venture Backed Company
Conor Witt · Conor Witt
The Data Tapes Edition #34
Saastr
The Accel 2025 Globalscape Report: The Cold, Hard Data on How AI Has Radically Changed B2B
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Want to be a Startup Advisor?
A16Z
Search Wars: Episode 2
A16Z
Search Wars: Episode 2
QED
A VC's guide to the market in 2026
Equal Ventures
When it comes to AI, there’s a new pathway to “Crossing the Chasm”
Turner Novak
🎧🍌 Inside Stripe: Stablecoins, AI, and (not) Going Public with Will Gaybrick, President of Technology and Business at Stripe
Obvious
Why We Invested In Obello
Earnest Sweat
AI Broke the Five Families
Lenny's Newsletter
“Dumbest idea I’ve heard” to $100M ARR: Inside the rise of Gamma | Grant Lee (CEO)
The Sociology of Business · Ana Andjelic
Vestiaire Collective's $1B valuation is at risk
David Talpalar
Agentic Browser Automation: The Next AI Core Competency
David Talpalar
Agentic Browser Automation: The Next AI Core Competency
Uma Chalik
3 REMOTE LAND ART JOURNEYS WORTH TAKING
Multicoin Capital
Ethena: Synthetic Dollars Challenge Stablecoin Duopoly

Wednesday, 12 November 2025

15 pieces
Newcomer · Eric Newcomer
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Web
Craft Ventures
Building the Talent Engine: Hiring Your First Recruiter
Sierra Ventures
Corner Store to Corner Office: A Blueprint for Enterprise Leadership with Bill McDermott, Chairman and CEO of ServiceNow
Alfred Lin
Our Sequoia
Alfred Lin
Our Sequoia
Amir Kabir
Edition 20 | 2025 — AI Liability in Autonomous Systems
Insight Partners
Litmus Secures Additional Investment Led by Insight Partners to Accelerate Industrial AI
Insight Partners
Attentive.ai Secures $30.5 Million Series B to Accelerate AI Innovation in Construction
Saanya Ojha
Two Roads Diverged in the AI Woods: OpenAI vs. Anthropic
My Climate Journey · Jason Jacobs
Our Investment in Circularity Fuels
Scale Venture Partners
Announcing our investment in GC AI
First Round Review
The Other PMF: Wes Kao’s Framework for Founders Who Want to Communicate — and Lead — Better
Evan O'Donnell
Agents Are Learning to Talk
Brian Sugar
The GLP-1 Generation
Saastr
The Single Biggest Mistake You’ll Make as a Founder. Again and Again.
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