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TUE 03 NOV 2026 · 134 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

Wednesday, 6 October 2021

5 pieces
My Climate Journey · Jason Jacobs
Our Investment in Lilac Solutions
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Unaffordable Housing
Digital Native · Rex Woodbury
Squid Game and the Consumer Fintech Renaissance
Sequoia Capital India
Coinswitch Kuber: Democratizing crypto investments
Multicoin Capital
Exploring the Opportunity for DeFi Interest Rate Markets

Tuesday, 5 October 2021

29 pieces
Dorm Room Fund
Frustrated to find Indian wedding outfits, she launched a rental service
G2VP
Capitalizing Climate | S-1 teardown: Rivian
BIG by Matt Stoller · Matt Stoller
A Man in Mark Zuckerberg's Position Can't Afford to Be Made to Look Ridiculous
Notorious PLG · Zach DeWitt
Notorious PLG 10.5.21
Loup Ventures
Tesla’s September Delivery Numbers Keep Getting Better
Redpoint Ventures
Redpoint Office Hours Recap: Scaling and Measuring an Effective Developer Relations Organization…
A Wealth of Common Sense · Ben Carlson
Are U.S. Housing Prices Becoming Unaffordable?
The Micromobility Newsletter · Team M
🤯 E-bike Sales Jump +3x
Greylock News
Searching with Purpose
Lightspeed Venture Partners
Our next great hire
Akash Bajwa
Rethinking Concentration Risk in B2B Fintech Infrastructure
Jason Stoffer
Rent the Runway S-1
A16Z Future
The Music Industry Is Built on Artists, but Shuns Creators
Northzone
Northzone Operator Workshop: M&A Strategy
Northzone
Northzone Operator Workshop: Scaling your tech and product team
A16Z Home Feed
Investing in Thyme Care
Fintech Takes · Alex Johnson
Foolish Fintech Questions: Part II
A16Z Home Feed
Investing in Manifold
TMV
Long on Care
Venture Upward · David Beisel
Leap of Faith Required
Venture Unlocked · Samir Kaji
Global Founders Capital’s Don Stalter on their belief in larger portfolios, managing a global investment firm, and building systems and processes to deliver value at scale.
Anthemis Insights
Why we (re-)invested: Stable
Eniac Ventures
mParticle’s Michael Katz says the company’s early struggles were a ‘blessing’
The Diff
Facebook and the Dogfood Problem
The Diff
Facebook and the Dogfood Problem
Sequoia Capital India
Structuring an Effective Company Operating System
A16Z Home Feed
Our Proposals to the Senate Banking Committee
A16Z Home Feed
Investing in Axie Infinity
Tomasz Tunguz
Why You Should Repeat Yourself, A Lot

Monday, 4 October 2021

6 pieces
NFX
NFX’s New $450M Fund For Pre-Seed & Seed
Tanay's Newsletter · Tanay Jaipuria
The Netflix Game
Equal Ventures
"Why Now?" and Why It Matters
Pirate Wires · Mike Solana
Bombshell
Seth Levine
Building and Compensating Your Board — VC Adventure
Equal Ventures
“Why Now?” and Why It Matters
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