WED 04 NOV 2026 · 134 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…

Tuesday, 1 October 2024

24 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Risk in Real Estate
The Idea Maze · Rob Go
Tom Petit - Didero
Lenny's Newsletter
A PM’s guide to influence
Not Boring · Packy McCormick
Cuby: The House Factory Factory
Nongaap Investing · Mike
[PQ] RBRK: Rubrik's Cube
Optimistic about Labor in an AI Age
Optimist Ventures: Opening Day
AfterWork Reading
Investment Notes: Enrola
Tomasz Tunguz · Tomasz Tunguz
Where is the Budget for AI Coming From?
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