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, 26 July 2024

19 pieces
A Wealth of Common Sense · Ben Carlson
The 11th Commandment
Net Interest · Marc Rubinstein
Britain's Newest Bank
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Why Momentum Matters
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
What Are We Seeing As VCs - Summer 2024 Edition ☀️
Clouded Judgement · Jamin Ball
Clouded Judgement 7.26.24 - Big AI Week!
Not Boring · Packy McCormick
Weekly Dose of Optimism #104

Thursday, 25 July 2024

20 pieces
BIG by Matt Stoller · Matt Stoller
Billionaire Orders Kamala Harris to Fire Lina Khan
New Economies · Ollie Forsyth
Generation Z: The Game Changers
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Collaborative Fund
Fill The Bathtub
Jamesin · Jamesin Seidel
Horizontal AI Infra & "Why Now"
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - American Exchange Project (Guest Interview)
A Wealth of Common Sense · Ben Carlson
What’s the Worst Long-Term Return For U.S. Stocks?
AVC · Fred Wilson
Avoiding Account Takeovers
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