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…

Saturday, 22 January 2022

4 pieces
This Week in Fintech
This Week in Fintech (1/22)
A Wealth of Common Sense · Ben Carlson
Historical Returns For Stocks, Bonds & Cash Back to 1928

Friday, 21 January 2022

26 pieces
Opus Letter · Derek Urben
Opus 18: Our Fourth Turning
Daily Consumer · Damir Becirovic
Daily Consumer - Quick Update
BIG by Matt Stoller · Matt Stoller
The Bicycle Thieves
Movements · Adam Feldman
Ebikes for Everyone in 2022!
Net Interest · Marc Rubinstein
Great Quarter, Guys
Ryan Caldbeck · Ryan Caldbeck
“How Do You Evaluate Senior Executives?”
Clouded Judgement · Jamin Ball
Clouded Judgement 1.21.22
David Paul · David Paul
Ooof- Nasdaq in Correction Territory
This Week in Fintech
This Week in Fintech (1/21)
Tough Venturing · John Tough
Cash Efficiency is King… is back
Tough Venturing · John Tough
Cash Efficiency is King… is back
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