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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

Friday, 31 October 2025

4 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #168
Pat McGovern
Browser Agents, OpenAI & Wildfires
Pat McGovern
Browser Agents, OpenAI & Wildfires
Tomasz Tunguz · Tomasz Tunguz
Small Data Becomes Big Data

Thursday, 30 October 2025

31 pieces
Newcomer · Eric Newcomer
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups
Making Connections by Jax · Jax Vullinghs
Rebuilding white-collar work for the age of AI
Collin Wallace
Building Championship Teams
Saastr
JAMF Goes Private for $2.2 Billion. That’s 3.3x ARR. Why B2B Can Be a Long, Hard Road
The Micromobility Newsletter · Team M
What a Week! Dott Raised €85M, Voi Hits $655M Valuation
Saastr
The Great VC Reshuffle: OpenAI’s $500B Restructuring, A16z’s $10B Mega-Fund, and Why Two-Thirds of Series B Investments Fail
A Wealth of Common Sense · Ben Carlson
Trend Following in a Bubble
Saanya Ojha
The AI Party Rolls On, But the Bar Tab’s Getting Bigger
Thomas Reiner
Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy | PA Dispatch No. 5
Thomas Reiner
Avis Budget (CAR) - Q3 2025 Earnings Call
Earnest Sweat
Friction Is the Feature
Evan O'Donnell
Can the AI Boom Pay for Itself?
Thomas Reiner
Roblox (RBLX) - Q3 2025 Earnings Call
Insight Partners
How Cyclops is uncovering cybersecurity’s blind spots
Not Boring · Packy McCormick
Take Weird Ideas Seriously
Twelve Below
Arya raises $18M Series A to advance AI agents for post-acute care.
First Round Review
When Should You Stop Clinging to Product and Hire Your First PM? Advice From a Founder and CPO
Saastr
What To Expect From a New VP of Customer Success in The First 30-60-90 Days
Emergence Capital
Depth Over Breadth in the AI-Native Era
A16Z
Gavin Baker and David George on Positional Strategy in AI
A16Z
Gavin Baker and David George on Positional Strategy in AI
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - In-N-Out Culture, Part 2
Felicis
Meet Our Newest Partner Feyza Haskaraman
Jeff Morris Jr.
Barry Diller's Tracksuit
David Talpalar
Energy Independence: America’s Next Great Infrastructure Build
David Talpalar
Energy Independence: America’s Next Great Infrastructure Build
The Sociology of Business · Ana Andjelic
TREND BIPOLARITY: AFTER THE TREND CYCLE
Pascal
Say No Like a Doctor
Entrepreneur First
The Founding Career
Fintech Ruminations
Commodities onchain: gold and beyond
Tomasz Tunguz · Tomasz Tunguz
$555B of Cloud Spend

Wednesday, 29 October 2025

5 pieces
Insight Partners
AI for Government: How Darwin is helping public agencies govern and scale AI responsibly
Thomas Reiner
Carnival Cruise (CCL) - Q3 2025 Earnings Call
Thomas Reiner
Electronic Arts (EA) - Q1 2026 Earnings Call
Thomas Reiner
Royal Caribbean (RCL) - Q3 2025 Earnings Call
Thomas Reiner
Booking Holdings (BKNG) - Q3 2025 Earnings Call
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