WED 04 NOV 2026 · 133 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…

Tuesday, 1 February 2022

4 pieces
Pirate Wires · Mike Solana
Prisoners of Scale
Tomasz Tunguz · Tomasz Tunguz
How Much Money is Flowing into Crypto?

Monday, 31 January 2022

24 pieces
Tanay's Newsletter · Tanay Jaipuria
Breaking Down Network Effects
Anthemis Insights
Why we invested: Stoik
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Listener Mailbag
Continuations · Albert Wenger
Web3: Wallets Needed
Forward Thinking · Mat Sherman
Building a Better Human Filter
The Sociology of Business · Ana Andjelic
Taxonomy of value
This Week in Fintech
This Week in Policy (1/31)
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