WED 04 NOV 2026 · 129 new pieces this week

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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…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…

Friday, 7 January 2022

23 pieces
Pirate Wires · Mike Solana
Neurotic
A Wealth of Common Sense · Ben Carlson
The 3 Biggest Risks to the Market Right Now
Net Interest · Marc Rubinstein
TPG: A Tale in Five Trades
Clouded Judgement · Jamin Ball
Clouded Judgement 1.7.22
Peter G Schmidt · Peter G Schmidt
Digital Country Clubs
This Week in Fintech
This Week in Fintech (1/7)
Chinese Characteristics · Lillian Li
Annual reflections of 2021
Margins of Medicine · Sherman Leung
Re-designing Emergency Care
Top posts this week