THU 05 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…

Monday, 10 June 2024

24 pieces
Tanay Jaipuria · Tanay Jaipuria
Unpacking Software Softness
99% Derisible · Yoni Rechtman
How to Back or Build The New Thing
Continuations · Albert Wenger
Everything Wrong with the Democrats
Short-Formed · Anu Atluru
How to Be Like Derek Guy
The Sociology of Business · Ana Andjelic
The brand stack
Nongaap Investing · Mike
[P] SNOW: Snowballing Cyber Situation
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Utilizing Dividends for Income
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Harvey Weinstein of Antitrust

Sunday, 9 June 2024

6 pieces
Investing in AI · Rob May
The Valley of AI Innovation
Chamath Palihapitiya · Chamath Palihapitiya
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Michael Greeley
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