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TUE 03 NOV 2026 · 130 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Wednesday, 10 November 2021

20 pieces
Ideas from Bain Capital Ventures
It’s Not Just Airbnb: Felt CEO Sam Hashemi Explains Why Every Founder Is A Designer
BIG by Matt Stoller · Matt Stoller
The Truck Driver Shortage Is Not New. It's Policy.
My Climate Journey · Jason Jacobs
Our Investment in Evergrow
Fintech Takes · Alex Johnson
Fintech Fire Alarms: October, 2021
Lightspeed Venture Partners
The student loan crisis is looming. Payitoff can help.
Battery Ventures
Doubling Down on Workato
Lisa Xu
DAOs: Communities of the Future
Insight Partners
Behind the Investment: Workato — Doubling Down on Automated Workflows for the Modern Enterprise
Insight Partners
Behind the Investment: Workato — Doubling Down on Automated Workflows for the Modern Enterprise
A16Z Future
The Overlooked Levels of the Creator Economy
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Great Quartr Guys
Automatter
An emerging manager’s not-so-secret superpower
Digital Native · Rex Woodbury
Throughlines (Part II)
The Rebooting
Why design matters
Oper8r · Welly Sculley
An emerging manager’s not-so-secret superpower
Dorm Room Fund
Meet the newest DRF partners
Kyle Poyar's Growth Unhinged · Kyle Poyar
Why is usage-based pricing on the rise?
AVC · Fred Wilson
Buying Crypto Assets
Travis May
Announcing Privacy Hub and the Future of Privacy-Preserving Technologies
NFX
Building Confidence Networks In Latin America

Tuesday, 9 November 2021

20 pieces
Movements · Adam Feldman
we are back
Continuations · Albert Wenger
Getting Back to Blogging
OpenView Partners
Scaling Sales Channels and Teams: The Ultimate SaaS Sales Resources Guide
Notorious PLG · Zach DeWitt
Notorious PLG 11.9.21
Struck Capital
Behind the Scenes: Struck Capital and Mythical Games
The Micromobility Newsletter · Team M
🏦 Bird Goes Public, Lime’s Close Behind
A Wealth of Common Sense · Ben Carlson
The Inexorable March Higher in Profits
First Round Review
Finding Language/Market Fit: How to Make Customers Feel Like You’ve Read Their Minds
Battery Ventures
Teamflow 2.0: Twice as Fun, Twice as Productive
Who is Nnamdi? · Nnamdi Iregbulem
Companies Rarely Grow Into Their Valuations
Next Big Thing · Nikhil Basu Trivedi
Cradlewise
Merritt Hummer
Why We Invested In Socure: Securing The Internet One Identity At A Time
Merritt Hummer
Why We Invested In Socure: Securing The Internet One Identity At A Time
David Sherry · David Sherry
Meme-Finance
Venture Unlocked · Samir Kaji
Base10's TJ Nahigian on using automation and research within the firm as a competitive advantage, ways to optimize outcomes in the current investing climate, and thoughts on crossover investing.
Battery Ventures
Our Take on the Data Deluge, and What’s Next
Ian's Blog: Nominal Returns · Ian Gutterman
Will the End of Covid Be Good for the Economy?
Newcomer · Eric Newcomer
100 Percent Ethereum (w/ Daniel Liss)
VersionOne VC
Announcing our investment in EnPowered, a payment platform to increase the rate of cleantech adoption
The Diff
Are Persistently Low Rates Caused By... Persistently Low Rates?
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