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TUE 03 NOV 2026 · 129 new pieces this week

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Select picks in the past month
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 1 December 2021

14 pieces
Jim Breyer
Breyer Capital’s Healthcare AI Investment Thesis: Learnings and Predictions (Fall 2022 Update)
Costanoa Ventures
Our Ambition: Best Supporting Actor
A16Z Home Feed
TxO Cohort Two Applications Now Open
Short-Formed · Anu
Group-Generated Content
Reforge
Announcing 3 New Programs for the Spring 2022 Cohort
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Housing Prices Are Still Too Low
Apex Venture Studio
Wedge, Vision, Execution
Digital Native · Rex Woodbury
Down with the Gatekeepers
The Rebooting
Why crypto
Anthemis Insights
Is Roblox the Next Salesforce?
OpenView Partners
Customer Centricity—The Secret to a More Strategic Product Roadmap
Qasim Mohammad
10 Questions with Erin Kleinberg
Tough Venturing · John Tough
Energize is hiring a Head of Legal
Tomasz Tunguz
How Stripe Scaled - Notes from Office Hours with Claire Hughes Johnson

Tuesday, 30 November 2021

26 pieces
David Sherry · David Sherry
Crypto Revelations and Impacts pt 2. (5-9) ~15 min audio
Craft Ventures
Why We Invested in CloudTrucks
A Wealth of Common Sense · Ben Carlson
Strategy Follows Structure
Insight Partners
Behind the Investment: slice — Opening up financial freedom to India’s fast-growing millennial and Gen Z spenders
Lerer Hippeau
We surveyed Gen Z following our GEN Z VCs SUMMIT — and here’s what we found
The Micromobility Newsletter · Team M
🎤 The "Jay Leno" of Ebikes
Greylock News
The Zero Trust Strategy
First Round Review
The IC’s Guide to Driving Career Conversations — 25 Tips for Purposeful Career Planning
Eniac Ventures
Why founders should care about where VCs get their money
World Positive · Andrew Beebe
The World Positive Report Returns
Waiting Room · Nikita Singareddy
Waiting Room: The Problem with Clinician Fiefdoms, Alternative Care Models, and Transferring Memories via RNA Modification
Jacob Effron
Vital Signs: Babylon Health Breakdown
Venture Unlocked · Samir Kaji
Initialized Capital's Alda Leu Dennis on building the proper culture for decision making, finding ways to win in today's market, and her concerns with the drop in diverse founder funding.
A16Z Home Feed
Investing in Trunk
A16Z Home Feed
Investing in Iron Fish
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to accelerate growth in 2022
BIG by Matt Stoller · Matt Stoller
Lucid-Cint: Is there a Rollup in Survey Research Technology?
Dawn Capital
Sync and swim: Why we invested in Swimm
First1000 · Ali Abouelatta
53 ideas to get your first customers.
Nick Tomaino
Investing in Sloika
Nick Tomaino
Investing in Sloika
Ripple Ventures
We’re hiring our next Associates at Ripple Ventures
My Climate Journey · Jason Jacobs
Our Investment in cirplus
Menlo VC
Our Investment in CloudTrucks: Bringing Critical Solutions to Truckers Powering the Supply Chain
The Diff
What Investors Got from the Last Big Climate Boom
OpenView Partners
2021 Financial & Operating Benchmarks: How to Become One of the ‘Haves’ of SaaS
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