WED 04 NOV 2026 · 133 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, 3 September 2024

19 pieces
Tanay Jaipuria · Tanay Jaipuria
The ROI on Generative AI
Pirate Wires · Mike Solana
Jail the Tech Bros
Stratechery
Intel Honesty
The Sociology of Business · Ana Andjelic
Triumph of the marketplace
Tomasz Tunguz · Tomasz Tunguz
Which Design Era Are We In?
Top posts this week