THU 05 NOV 2026 · 125 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…

Wednesday, 5 June 2024

24 pieces
Retail Is Alive · Rebekah Kondrat
Retail reckoning, playbooks—and hello again.
Continuations · Albert Wenger
Going on a Voyage
Evan O'Donnell
My story
Frankly Speaking · Frank Wang
Security engineering is more efficient
Ian's Blog: Nominal Returns · Ian Gutterman
State Farm Policyholders Unite!
Evan O'Donnell
My Story
New Economies · Ollie Forsyth
AI Agents
New Economies · Ollie Forsyth
AI Agents: Part I
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Consumer is Slowing Down
Kyle Poyar's Growth Unhinged · Kyle Poyar
Growth or profitability?
Top posts this week