TUE 03 NOV 2026 · 141 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…

Tuesday, 26 October 2021

23 pieces
A Wealth of Common Sense · Ben Carlson
Ownership Inequality in the Stock Market
Newcomer · Eric Newcomer
Looking Back on Newcomer's First Year
A16Z Home Feed
Investing in Patina
Peter G Schmidt · Peter G Schmidt
Hic Sunt Leones
Ideas from Bain Capital Ventures
The Future Of Money: A Complete Revolution
Tanay's Newsletter · Tanay Jaipuria
Freshworks and the Globalization of SaaS
Top posts this week