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…

Wednesday, 13 April 2022

24 pieces
This is Going to be BIG · Charlie O'Donnell
The Founder and Investor Trust Problem
Amazon Chronicles · Tim Carmody
A new Amazon Chronicles post!
1517 Fund
Coming soon
Newcomer · Eric Newcomer
Inside 3 Crypto Funds' Investor Decks
Next Big Thing · Nikhil Basu Trivedi
Footwork at Year 1
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Fed is Making a Mistake
The Rebooting
Metrics

Tuesday, 12 April 2022

1 pieces
Collaborative Fund
Staying Put
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