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TUE 03 NOV 2026 · 136 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Thursday, 4 November 2021

17 pieces
Dawn Capital
SaaS Foundations: Hiring to succeed in B2B. A tool to help you know when to hire AEs.
Chinese Characteristics · Lillian Li
Abridged: Data as a factor of production
Loup Ventures
Zillow Wouldn’t Kill The Golden Goose
First Round Review
The Feedback Founders Need to Hear — How to Grow Yourself To Grow The Company
Founder Collective
A Getting Started Guide for Female Angel Investors
A16Z Future
The Future of Kidtech: A Web Browser for the Under-10 Set
Femstreet
Me, My Teen Self and Instagram
Greylock News
Congrats, Aurora!
Peter G Schmidt · Peter G Schmidt
EBITDA Multiples are Dead
Raviraj Jain
Driving Innovation: Aurora Goes Public
Sequoia Capital
Aurora IPO: The Road Ahead
A16Z Home Feed
Investing in Mythical Games
Not Boring · Packy McCormick
Rivian: The Most Remarkable Adventure
The Diff
iBuying is as Hard as it Looks
OpenView Partners
2021 State of Usage-Based Pricing
AVC · Fred Wilson
Traveling Again
Tomasz Tunguz
The 100x ARR Multiple

Wednesday, 3 November 2021

23 pieces
Abhishek Maran · Abhishek Maran
DeFi 2.0: Introducing Creativity to Finance
Apex Venture Studio
IPO Radar - Allbirds
Insight Partners
Overcoming the Restraining Forces of Growth with S.C.A.L.E.
Insight Partners
Fighting Physics With S.C.A.L.E
Newcomer · Eric Newcomer
A Twitter Troll's Take on the Future of Investing
Janelle Teng
From being cold called to becoming a case protagonist
Jason Stoffer
Nerdwallet S-1: Truth-teller and consumer advocate, or just another lead gen business?
Elizabeth Weil · Elizabeth Weil
Culture Hack: The “Fail Wheel”
Lerer Hippeau
What’s happening in the modern data stack: Drivers, trends, and opportunities
Nongaap Investing · Mike
Nubank: Marrying Strategy, Opportunity, and Culture
Battery Ventures
OpenCloud 2021: The “Rule of 20s” and Other Tips for Founders Building Enduring Cloud-Native Companies
A Wealth of Common Sense · Ben Carlson
Animal Spirits: There’s No Crying in Crypto
David Teten
Interview: VC Funds, Limited Partners, and How They Use Technology
Maveron
Congratulations to the Allbirds Flock on Your IPO!
The Rebooting
Running plays isn’t having a playbook
Creandum
Welcome Iris, Creandum’s new Associate
Simon Schmincke
Welcome Iris, Creandum’s new Associate
Simon Schmincke
Creandum x Billie — an interview about B2B Buy Now Pay Later
Creandum
Creandum x Billie — 2021
Sequoia Capital India
Unacademy: To Create Iconic Products, Set Iconic Goals
The Generalist · Mario Gabriele
Check: Solving the $150 Billion Payroll Problem
Matt Turck
2021 MAD Landscape: The Top 10 Trends
The Generalist · Mario Gabriele
Check: Solving the $150 Billion Payroll Problem
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