WED 04 NOV 2026 · 123 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, 2 July 2024

28 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Defense 2.0 - Protecting America
AVC · Fred Wilson
The USV Librarian
Not Boring · Packy McCormick
The American Millennium
Pirate Wires · Mike Solana
California’s Impending Tax Apocalypse
A Wealth of Common Sense · Ben Carlson
How Bull Markets Work
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