MON 02 NOV 2026 · 159 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…

Wednesday, 19 March 2025

29 pieces
Tanay Jaipuria · Tanay Jaipuria
Klarna S-1 Breakdown
Making Connections by Jax
Uncovering Bookmarks
writing out loud · Wendy Xiao Schadeck
VCs Eating PE with AI
Pirate Wires · Mike Solana
Slop World
Conor Witt · Conor Witt
The Data Tapes Edition #18
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Live From Miami
Kyle Poyar's Growth Unhinged · Kyle Poyar
The new way to build software
Termsheet · Zubair N. Paracha
What is Tabby worth
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