WED 04 NOV 2026 · 131 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…

Monday, 28 February 2022

21 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Farming With Factors
Not Boring · Packy McCormick
Ukraine
The Sociology of Business · Ana Andjelic
Russian warship
This is Going to be BIG · Charlie O'Donnell
What do your VCs care about and does it matter?
This Week in Fintech
This Week in Policy (2/28)
Tomasz Tunguz · Tomasz Tunguz
1/9/90 in Crypto

Saturday, 26 February 2022

9 pieces
BIG by Matt Stoller · Matt Stoller
From Russian Pipelines With Love
Continuations · Albert Wenger
Startups and Macro Risk
This Week in Fintech
This Week in Fintech (2/26)
David Paul · David Paul
Weekend Reads and Listens

Friday, 25 February 2022

2 pieces
BIG by Matt Stoller · Matt Stoller
The Busy Bees at the Antitrust Division
Top posts this week