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, 18 January 2022

25 pieces
Foundation Capital
How to Amp it Up
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Lessons in Storytelling
Newcomer · Eric Newcomer
Across the Pond (w/Ophelia Brown)
The Micromobility Newsletter · Team M
🗽 New Mannahatta?
A Wealth of Common Sense · Ben Carlson
Will Higher Mortgage Rates Derail the Housing Market?
Pirate Wires · Mike Solana
Hereticon, Notes from the IRL
Tough Venturing · John Tough
Portfolio Sales Kickoffs (“SKOs”)
Tough Venturing · John Tough
Portfolio Sales Kickoffs (“SKOs”)
First1000 · Ali Abouelatta
GTM Canon
Stratechery
The Intel Split
Not Boring · Packy McCormick
The Web3 Debate
David Paul · David Paul
San Diego Bound!
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