WED 04 NOV 2026 · 122 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, 28 June 2024

20 pieces
A Wealth of Common Sense · Ben Carlson
Is Europe a Buy Here?
Net Interest · Marc Rubinstein
Housing the Young
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Podcast Drop: Chatting Open Source With The Founders of Predibase
Not Boring · Packy McCormick
Weekly Dose of Optimism #100
Mike Maples Jr.
Founder-Future Fit
Tomasz Tunguz · Tomasz Tunguz
The Four Barriers to AI Adoption

Thursday, 27 June 2024

19 pieces
A Wealth of Common Sense · Ben Carlson
Is the Small Cap Premium Dead?
Jamesin · Jamesin Seidel
Some Thoughts On Agents -
Ian's Blog: Nominal Returns · Ian Gutterman
Why It’s The Perfect Time For The NBA To Cut To 65 Games
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Managing Barry Bonds
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