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FRI 30 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

Wednesday, 5 November 2025

28 pieces
Alfred Lin
Roelof Frederik Botha
Alfred Lin
Roelof Frederik Botha
Felicis
Investing in Kick: Bringing the Self-Driving Experience to Bookkeeping
Saastr
10 Coolest Things You Can Do on the New SaaStr.ai
Jack Arenas
Eval-Driven Development
Amir Kabir
Edition 19 | 2025 — The Next Frontier in Risk Modeling
Acrew Capital
Igniting Sparks
Brian Sugar
Ghost-Lit by Venture
Euclid Ventures
VERTICALS #3 - Hyper-SMB Strategies
Glasswing VC
Glasswing Ventures Raises Oversubscribed $200M Fund III to Accelerate AI-native and Frontier Technology Adoption in the Enterprise
Day Zero: Always Learning · Krishna Mehra
The Power Law, Explained by a K-Pop Girl Group and a Bad Deal
Saastr
The Problem(s) With T3D2 Venture Deals. They’re Still Great. But They Might Get You Fired.
A16Z
You can just read 25 books
A16Z
You can just read 25 books
Ian's Blog: Nominal Returns · Ian Gutterman
AIG M&A Strategy: Dumb & Dumber
Ryan Shannon · VC @ Radical Ventures
Forget "GPT-Wrappers": The Future of AI Startups is Last-Mile Delivery
Thomas Reiner
Toast (TOST) - Q3 2025 Earnings Call
Deconstructor of Fun
Cyprus: Gaming's Quiet Superpower
The Sociology of Business · Ana Andjelic
Hitmakers Season 2
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Never Go All in on Stocks
Lenny's Newsletter
The complete beginner’s guide to coding with AI: from PRD to generating your very first lines of code
Pascal
Stop Building. Start Living Their Pain.
Sturgeon Capital
The Importance of "Ideal Market Profile"
Kyle Poyar's Growth Unhinged · Kyle Poyar
The compounding startup
Kyle Poyar's Growth Unhinged · Kyle Poyar
The compounding startup
Stratechery
The Benefits of Bubbles
Entrepreneur First
Portfolio News | October 2025
Tomasz Tunguz · Tomasz Tunguz
A 1 in 15,787 Chance Blog Post

Tuesday, 4 November 2025

12 pieces
A Wealth of Common Sense · Ben Carlson
The Greatest Bull Market No One Every Talks About
Nikunj Kothari
Tab Tab Tab
Insight Partners
From legal work to legal operating intelligence: How Filevine is using AI to empower elite law firms, global enterprises, and government agencies
Fika Ventures
DuckLake: Why Early-Stage Startups Should Stop Cosplaying as Netflix
The Sociology of Business · Ana Andjelic
Invite to the first Sociology of Business course
Saanya Ojha
The Pin. The Pendant. The Paperweight.
Jared Heyman
On the ‘new’ Y Combinator
Collaborative Fund
The Coffee Bank and the Speed of Change
Annelies Gamble
Maybe It Shouldn’t be an FDE
Thomas Reiner
Marriott (MAR) - Q3 2025 Earnings Call
Thomas Reiner
Hilton Hotels (HLT) - Q3 2025 Earnings Call
Thomas Reiner
Norwegian Cruise (NCLH) - Q3 2025 Earnings Call
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