WED 04 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…

Sunday, 13 March 2022

5 pieces
This Week in Fintech
This Week in Fintech (3/13)
Below the Line by Kevin LaBuz · Kevin LaBuz
#115- Guillotines & Sandpaper
The Generalist · Mario Gabriele
Ten Lessons from Great Businesses
The Generalist · Mario Gabriele
10 Lessons from Great Businesses

Friday, 11 March 2022

25 pieces
BIG by Matt Stoller · Matt Stoller
Getting Queasy
A Wealth of Common Sense · Ben Carlson
Some Thoughts on Bear Markets
Net Interest · Marc Rubinstein
Commodities Trading
Clouded Judgement · Jamin Ball
Clouded Judgement 3.11.22
Ripple Ventures
ENS vs DNS
This Week in Fintech
This Week in Fintech (3/11)
Tomasz Tunguz · Tomasz Tunguz
Guess the Startup
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