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TUE 03 NOV 2026 · 139 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

Monday, 1 November 2021

13 pieces
Patent Drop
#044 PATENT DROP - Disney, Nvidia & EA
BIG by Matt Stoller · Matt Stoller
Hearing Aid Cartel Corrupts Build Back Better
First1000 · Ali Abouelatta
✍️ Newcomer
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 33 Transcript
AVC · Fred Wilson
The Metaverse
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Real-Time Betting Markets
My Climate Journey · Jason Jacobs
Episode 181: Oil & Gas' Role in the Energy Future with Digital Wildcatters' Collin McLelland
Not Boring · Packy McCormick
Minimally Extractive Meta
The Diff
Advertising and Strategic Consulting as the Asymptotes of Service Businesses
The Sociology of Business · Ana Andjelic
Deconstructing Zara's strategy
Climate Tech VC
🌎 $555b marked for climate in BBB funding #77
Hunter Walk
Vanity Fair’s Profile of The Rock is Just Fantastic
Tanay's Newsletter · Tanay Jaipuria
The current state of web3

Sunday, 31 October 2021

13 pieces
Steven Sinofsky
053. Strategy Tax: Outlook Storage, First Attempt
Nongaap Investing · Mike
[Premium] Equity Grant Signal: Trick or Treat?
David Sherry · David Sherry
Crypto's "Secret" is the Magnitude of Change.
My Climate Journey · Jason Jacobs
The Latest MCJ Happenings
Forerunner Insights
Giving Gen Z Careers a Boost; Introducing Ladder
Accelerated · Justine & Olivia
🚀 Tesla joins the trillion-dollar club
BIG by Matt Stoller · Matt Stoller
Open Thread: Health Care Edition
A Wealth of Common Sense · Ben Carlson
The United States Has Been Going Broke For Decades
Below the Line by Kevin LaBuz · Kevin LaBuz
#97 - Sweetgreen vs. DoorDash
Femstreet
Recruiting outside of your personal network; Flexible Fridays, Mad Realities
X 100PRD · Angelo
A Meta Note About Brand
The Generalist · Mario Gabriele
DAOs: Absorbing the Internet
The Generalist · Mario Gabriele
DAOs: Absorbing the Internet

Saturday, 30 October 2021

3 pieces
The Diff
Longreads + Open Thread
Ed Sim
What's 🔥 in Enterprise IT/VC #261
This Week in Fintech
This Week in Fintech (10/30)

Friday, 29 October 2021

11 pieces
Daily Consumer · Damir Becirovic
Daily Consumer #16 - Q3 Earnings Recap
Insight Partners
Why the Recent Department of Defense JADC2 Exercises are a BFD
Insight Partners
Why the Recent Department of Defense JADC2 Exercises are a BFD
Chinese Characteristics · Lillian Li
Premium: Data as a factor of production
A Wealth of Common Sense · Ben Carlson
The 10 Most Dangerous Words in Investing
Hunter Walk
A Tech Millionaire’s Guide To Philanthropy
Newcomer · Eric Newcomer
Flying Cars, Utopias & the Metaverse
OpenView Partners
Hiring Product Managers: When Should You Hire Your First Product Person
Femstreet
Happenings in the Femstreet Metaverse: Fintech, Web3, community events, and more.
BIG by Matt Stoller · Matt Stoller
Enough is Enough: The Criminal Case Against Mark Zuckerberg
Dawn Capital
Bringing exceptional talent into early-stage businesses
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