TUE 03 NOV 2026 · 134 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…

Tuesday, 14 January 2025

25 pieces
Nikunj Kothari
Vanity Theatre
Rougher Thoughts · Sarah Tavel
Leveraging AI
Pirate Wires · Mike Solana
Wildfire
Supercruise
Read, Write, Do
The Micromobility Newsletter · Team M
Donkey Republic Secures $8.38M in Debt Financing
Building Rome(s) · Aadil Maan
How TPMs Lose Credibility and What to Avoid
Termsheet · Zubair N. Paracha
Ninja: The return of HungerStation's founder
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