WED 04 NOV 2026 · 130 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…

Friday, 4 March 2022

15 pieces
This Week in Fintech
This Week in Fintech (3/4)
Net Interest · Marc Rubinstein
Financial Warfare
Day Zero: Always Learning · Krishna Mehra
Twilio's Segment - A Customer Data Platform
Clouded Judgement · Jamin Ball
Clouded Judgement 3.4.22
Jordan Cooper · Jordan Cooper
Spending & Passing Time
Jordan Cooper · Jordan Cooper
Spending & Passing Time
Chinese Characteristics · Lillian Li
Verdict on Meituan
Foundation Capital
How to Lead With Gusto
BIG by Matt Stoller · Matt Stoller
Antitrust Cops: Handcuffs Are Coming

Thursday, 3 March 2022

25 pieces
A Wealth of Common Sense · Ben Carlson
4 Ways to Create a Less Volatile Portfolio
Shruti Gandhi · Shruti Gandhi
Array Bytes: Pitch Deck Insights
Shruti Gandhi · Shruti Gandhi
Array Bytes: Pitch Deck Insights
A16Z Home Feed
Investing in Lido
Newcomer · Eric Newcomer
Newcomer x Volley @ SXSW
David Paul · David Paul
My Insecurities as a VC
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