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, 25 January 2022

27 pieces
A16Z Home Feed
Meet TxO Cohort Two
Ian's Blog: Nominal Returns · Ian Gutterman
The Market Is Trying To Hold Two Opposing Ideas At Once
A Wealth of Common Sense · Ben Carlson
This is Normal
The Micromobility Newsletter · Team M
🔋 America’s Top EV Isn’t a Car
Lightspeed Venture Partners
Resale to the rescue
writing out loud · Wendy Xiao Schadeck
Lighting up the Shadows of Web 3
David Sherry · David Sherry
Self-Discovery and Investing
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