WED 04 NOV 2026 · 130 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, 6 August 2024

31 pieces
Collaborative Fund
A Few Little Ideas
Venture Upward · David Beisel
Playing Offense vs. Defense
A Wealth of Common Sense · Ben Carlson
3 Thoughts About the Market Correction
Frankly Speaking · Frank Wang
Compliance (GRC) engineering is promising
Ian's Blog: Nominal Returns · Ian Gutterman
Will FHCF Survive 2024 – Part II
Ryan Shannon · VC @ Radical Ventures
Are we entering the golden era of AI productivity?
Not Boring · Packy McCormick
Radiant
BIG by Matt Stoller · Matt Stoller
BOOM: Judge Rules Google Is a Monopolist
BIG by Matt Stoller · Matt Stoller
Google's Trail of Crumbs

Monday, 5 August 2024

9 pieces
Tanay Jaipuria · Tanay Jaipuria
Big Tech's Guide to "M&A" in AI
Emergence Capital
Summer Updates
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
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