WED 04 NOV 2026 · 136 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, 16 February 2022

3 pieces
Multicoin Capital
Composable Web3 Compute
The Generalist · Mario Gabriele
Clair: Rewiring How America Gets Paid

Tuesday, 15 February 2022

30 pieces
Julia Hubo & Zeynep Yavuz
Coming soon
A Wealth of Common Sense · Ben Carlson
Value Stocks Like Higher Inflation
The Micromobility Newsletter · Team M
🏦 GoTo To Go Public
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Murder Your Darlings
Forward Thinking · Mat Sherman
The Monoculture Moat
First1000 · Ali Abouelatta
🕖Waitlists
AVC · Fred Wilson
A Blistering Pace
David Paul · David Paul
Slow Road to Product-Market Fit
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