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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

Saturday, 2 October 2021

6 pieces
Newcomer · Eric Newcomer
Look on my Monthly Uniques, ye Mighty, and despair! (w/ Ben Smith)
The Diff
Longreads + Open Thread
The Diff
Longreads + Open Thread
Ed Sim
What's 🔥 in Enterprise IT/VC #257
This Week in Fintech
This Week in Fintech (10/2)
Menlo VC
Building the Future: Menlo Ventures Bets On Construction Tech

Friday, 1 October 2021

30 pieces
The Helm
20 Black Women-Owned Beauty Brands to Invest In
Jesse Middleton
Thank You, Lolita!
General Catalyst
Racial Justice & DEI Strategy
Sparrow One
The Emperor has no clothes
Loup Ventures
The Jordan Analogy: Explaining Why NFTs Are Like Stocks Through Sneakers
Redpoint Ventures
Redpoint Office Hours with Zendesk CTO, Adrian McDermott and Redpoint Managing Director, Jason…
A Wealth of Common Sense · Ben Carlson
This Market Makes No Sense
Ajay Agarwal
The Engine For Modern Auto Repair
Ideas from Bain Capital Ventures
The Engine For Modern Auto Repair
Alex Taussig
The kitchen is now open.
Lerer Hippeau
Please welcome Peel, a marketing & business analytics platform designed to support e-commerce teams
Menlo VC
A New System of Record for the Enterprise: Our Investment in Vareto
Daily Consumer · Damir Becirovic
Daily Consumer #12 - TikTok and Google Make Their Claim for Advertising Dollars
Clouded Judgement · Jamin Ball
Clouded Judgement 10.1.21
My Climate Journey · Jason Jacobs
Expanding the MCJ Team
Madrona Ventures
Game Jolt | A Growing Community Platform for Gamers and Creators
Net Interest · Marc Rubinstein
No Time to Die: China Banks Edition
A16Z Home Feed
Katherine Boyle
The Diff
Your Life is (Almost) a Call Option
The Diff
Your Life is (Almost) a Call Option
Tough Venturing · John Tough
Constructing the Energy Transition 
Dorm Room Fund
How Kevin Tan and Jamie Marshall built Snackpass
This Week in Fintech
This Week in Fintech (10/1)
Climate Tech VC
🌍 Constructing the Energy Transition 
The Consumerist · Ross Barry
A New Order for Restaurants
Chinese Characteristics · Lillian Li
China, Semiconductors, and the Push for Independence - Part 2
A16Z Future
Cloud Wars & Company Wars: Play Nice, But Win
Earlybird's Insights
Earlybird Welcomes a VP People, Digital West to Support Strong Teams
AfterWork Reading
From AfterWork to Life’s Work: Spotlight on Tim and Damian, co-founders of Functionly
Securities by Lux Capital
Lux Recommends #297: Ancient Footprints, Gene-Editing, and a Crypto-Trading Hamster

Thursday, 30 September 2021

4 pieces
The Data Source · Priyanka Somrah
The Data Source #7 | PLG & the Evolving SaaS Billing & Pricing Infrastructure 🌊
Point72 Ventures
Zero Hash Raises $35 Million in Series C Funding Led by Point72 Ventures
Newcomer · Eric Newcomer
SCOOP: Kleiner's Ted Schlein Starts Cybersecurity VC Firm With FireEye CEO
Chinese Characteristics · Lillian Li
Premium: Xiaomi deep-dive
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