WED 04 NOV 2026 · 126 new pieces this week

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Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
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…

Friday, 22 November 2024

1 pieces

Thursday, 21 November 2024

30 pieces
Pirate Wires · Mike Solana
Is Chicago About to Hit Rock Bottom?
A Wealth of Common Sense · Ben Carlson
Timing the Housing Market: When Should You Sell?
Meera Clark · Meera Clark, Partner @ Redpoint
Redpoint Radar: State of Search & AI’s Prosumer Proliferation
Meera Clark · Meera Clark, Principal @ Redpoint
Redpoint Radar: State of Search & AI’s Prosumer Proliferation
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Lift vs Runway
USV
Capturing The Vibes↗Market · Media
The Micromobility Newsletter · Team M
Damon Promises Super-Delayed Superbike Will Be Ready Soon
The Sociology of Business · Ana Andjelic
The anti-boycott recipe
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to the 2024 SaaS benchmarks
USV
Leon’s↗Travel · Market
Tomasz Tunguz · Tomasz Tunguz
Theory Two
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