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…

Monday, 18 October 2021

24 pieces
Tanay's Newsletter · Tanay Jaipuria
Understanding the Instant-Delivery Phenomenon
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 32: Alyson Welch (Twilio)
General Catalyst
Jefferson Partnership
A Wealth of Common Sense · Ben Carlson
4 Things That Will Never Change For Young Investors
Bottom Up by David Sacks · David Sacks
The SaaS Metrics That Matter
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Finding Growth Stocks Around the Globe
Not Boring · Packy McCormick
Playing Solo Games
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 32 Transcript
The Sociology of Business · Ana Andjelic
Death of the B-Corp
AVC · Fred Wilson
Working Multiple Jobs

Sunday, 17 October 2021

3 pieces
Nongaap Investing · Mike
[Premium] Event-Driven Matrix
BIG by Matt Stoller · Matt Stoller
Open Thread: Why Are You an Anti-Monopolist?
Top posts this week