THU 05 NOV 2026 · 120 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…

Saturday, 20 April 2024

1 pieces

Friday, 19 April 2024

30 pieces
Apex Venture Studio
Add a Zero
A Wealth of Common Sense · Ben Carlson
Rich People Who Don’t Feel Rich
Short-Formed · Anu Atluru
How to Go Direct
Net Interest · Marc Rubinstein
Decisions Nobody Made
Rougher Thoughts · Sarah Tavel
Rolling Thunder of AI Opportunities
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
So You Want To Go Enterprise...
Second Opinion · Christina Farr
8 doctors duke it out on whole body MRI scans
Alex Lazarow · Alex Lazarow
The Great Diffusion
Clouded Judgement · Jamin Ball
Clouded Judgement 4.19.24 - Rubrik IPO Update
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Jennifer Li
Not Boring · Packy McCormick
Weekly Dose of Optimism #90
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