WED 04 NOV 2026 · 136 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…

Wednesday, 21 August 2024

22 pieces
Abhishek Maran · Abhishek Maran
Thrive, Consolidate or Die
Redpoint Ventures
AI Builder Survey
Ian's Blog: Nominal Returns · Ian Gutterman
The Dual Danger In Carry Trades
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Inflation or Price Gouging?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to going account-based
Digital Native · Rex Woodbury
Top 10 Most-Read Essays of 2024 (so far)
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