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…

Friday, 28 January 2022

23 pieces
A Wealth of Common Sense · Ben Carlson
10 Things I Love About Market Corrections
Movements · Adam Feldman
Entering the Decade of the Cargo Bike
Net Interest · Marc Rubinstein
The Power Law
Clouded Judgement · Jamin Ball
Clouded Judgement 1.28.22
This Week in Fintech
This Week in Fintech (1/28)

Thursday, 27 January 2022

1 pieces
A Wealth of Common Sense · Ben Carlson
When Will the Stock Market Bottom?
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