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TUE 03 NOV 2026 · 130 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

Friday, 19 November 2021

24 pieces
NFX
Why NFX Invested in Pepper Bio: The ‘Waze for Drug Discovery’ Will Treat the Untreatable
Loup Ventures
Gene and Andrew Test Drive Tesla FSD Beta 10.3.1
On XYZ · Caitlin Pintavorn
Constitution DAO: How to Build a DAO in 10 Days
Loup Ventures
Apple Car Would Be In Apple’s Wheelhouse
A Wealth of Common Sense · Ben Carlson
What’s Going to Put an End to the Labor Shortage?
Sparrow One
‘Exclusivity’ in an age of abundance
Ripple Ventures
The Global Deck of Talent Is Reshuffling
Newcomer · Eric Newcomer
Raising More With Less
Movements · Adam Feldman
Chicken Delivery Robots are here
Net Interest · Marc Rubinstein
iBuy, iRent, iLose
7wire Ventures
7wireVentures Named to ChicagoInno’s 50 on Fire List
Ryan Caldbeck · Ryan Caldbeck
Professional Development and What to Do When You Hear “I’m Not Growing as Much as I Want”
Lightspeed Venture Partners
Digital therapeutics — identifying the hurdles and establishing the evidence for transformational…
Clouded Judgement · Jamin Ball
Clouded Judgement 11.19.21
The Diff
Defensive Monopolies
A16Z
The Rise Of Many in Consumer Fintech
Tough Venturing · John Tough
Sales Efficiency Drives Valuation Premiums
This Week in Fintech
This Week in Fintech (11/19)
Climate Tech VC
🌏 Speeding and scaling climate action
Madrona Ventures
Meet the Investor: Aseem Datar
Sequoia Capital
The Rising Consumer Demand for Data Privacy and Autonomy
Jason Stoffer
Chobani S-1
Securities by Lux Capital
Lux Recommends #304: Neural Circuits, Mice Paralysis, and Octopus Intelligence
Tomasz Tunguz
Samsara S-1: How 7 Key Benchmarks Stack Up

Thursday, 18 November 2021

16 pieces
Matt Turck
In Conversation with Mark Grover, CEO, Stemma
Foundation Capital
FC BUILD_Deconstruct
A Wealth of Common Sense · Ben Carlson
Is It Time to Cash Out and Sell Your House?
Pirate Wires · Mike Solana
Be Less Crazy
Insight Partners
How to Build a Winning PLG Revenue Model (Part 1/3): Should You Go Freemium?
Tough Venturing · John Tough
Energize Demo Day Invite
OpenView Partners
Comet: MLOps for the Next Generation of Machine Learning
General Catalyst
OUR INVESTMENT IN LACEWORK: Making the World a Safer Place
Reforge
The Real Definition of Growth Marketing
A16Z Future
With Decentralized Identity, Your Reputation Travels With You Across Cyberspace
NFX
The Inside Story of Nextdoor: What Community Means Now
David Teten
What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?
Dror Berman
Rising Above the Noise — Why We Doubled Down on Anyword
The Diff
Softbank's Dreams and Downside Protection
7wire Ventures
Our Investment in PayZen
Not Boring · Packy McCormick
Stytch: Kill the Password
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