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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

Sunday, 26 October 2025

3 pieces
Nongaap Investing · Mike
[PQ] VZ: New CEO Announced
Lenny's Newsletter
How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Lenny's Newsletter
🧠 Community Wisdom: Diagnosing early-stage churn, automating cross-department release comms, paying for UserTesting.com, integrating prototypes into your product development process, and more

Saturday, 25 October 2025

7 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Meta AI Reorg, NVIDIA Chips in Space, Quantum Breakthrough, And More
Saastr
What Every B2B Founder Needs to Know About AI in Go-To-Market Right Now With Jason Lemkin
Jessie Harris
Week 21 Roundup
Kyle Harrison
My Style of Panic Writing
Stage 2
Turning First Meetings Into Real Pipeline
Ed Sim
What’s 🔥 in Enterprise IT/VC #469
A Wealth of Common Sense · Ben Carlson
Jesse Livermore & The Magnet of Dancing Stock Prices

Friday, 24 October 2025

22 pieces
Craft Ventures
Our Partnership with OpenEvidence: The Intelligence Layer for Modern Medicine
Building Rome(s) · Aadil Maan
The One AI Question Every TPM Interview Must Ask — and Answer
Saanya Ojha
The Vibes Are Off
Glenn Borok
Building in Person: Why I Moved Back to the Bay Area
Net Interest · Marc Rubinstein
October Throwbacks
Peter G Schmidt · Peter G Schmidt
WHY RAISE?
Newcomer · Eric Newcomer
OpenAI Cofounder Karpathy Says Great AI Agents Are Still a Decade Away. But There's Magic to Be Had in Incremental Work.
Saastr
Everything’s In Play in the Age of AI: Why Only 1 of Our 16 Core AI Agents Comes From a Legacy Vendor
A16Z
Builders, Solvers and Cynics
A16Z
Builders, Solvers and Cynics
99% Derisible · Yoni Rechtman
Momentum is not speed
A16Z
How much water does AI really use?
A16Z
How much water does AI really use?
Climate Tech VC
🌍 At DERVOS, flexibility is king
Charles Hudson
Teaching AI to Think Like Me Made Me Rethink How I Think
Day by Jay · Jackie DiMonte
When Power Laws Collide, Incentives Do Too
Dash Media
☀️ EP. 27 · Moving Your Culture Beyond “Average” and Toward “All” | Edreform in 10
Clouded Judgement · Jamin Ball
Clouded Judgement 10.24.25 - Long Live Benchmarks
The Micromobility Newsletter · Team M
Segway-Ninebot’s 2024 Revenue Jumps 37%, Net Profit Soars 81%
Not Boring · Packy McCormick
Weekly Dose of Optimism #167
Saastr
Scaling to $3B: How Clio Built a Vertical SaaS Powerhouse with AI and Innovation with CEO Jack Newton
Nongaap Investing · Mike
[P] ESTC: Elastic Vesting Goals

Thursday, 23 October 2025

8 pieces
Distributed VC
Distributed Ventures announces Advisory Board to accelerate innovation at the frontier of risk
Kojo Osei
Your agent needs an inbox
Feld Thoughts · Brad Feld
Authors & Innovators 2025
Glasswing VC
Agentic Pharmacists for Improved Patient Care: How Asepha is Transforming the Global Pharmaceutical Industry
Making Connections by Jax · Jax Vullinghs
Making magical customer experiences
Insight Partners
Darwin AI Raises $15 Million Series A Led by Insight Partners to Help Governments Build AI Solutions Responsibly and at Scale
Andrew Ziperski
Joining the Customer Value Fund
Saanya Ojha
Keep Calm and Collapse the Wavefunction
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