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TUE 03 NOV 2026 · 129 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, 1 September 2021

6 pieces
The Rebooting
Politico and the allure of the prosumer model
Dorm Room Fund
Advice from three investment partners on applying to Dorm Room Fund
AfterWork Reading
Our Values
Qasim Mohammad
Edit No. 20: Canada is producing exciting consumer brands and retail startups with global potential
X 100PRD · Angelo
Web(6+9)/5
Reforge
The Growing Specialization of Product Management

Tuesday, 31 August 2021

22 pieces
Primary Ventures
COVID Clarified the Importance of New Models for Employee Support; Bravely Caught the Idea Early
Vickram Pradhan
Mental Health First Aid
Clouded Judgement · Jamin Ball
Toast: Benchmarking the S-1 Data
Notorious PLG · Zach DeWitt
8.31.21 Notorious PLG
Pirate Wires · Mike Solana
Based and Horse-Pilled
The Micromobility Newsletter · Team M
🕺 Dance Launches E-Bike Leasing
Venture Unlocked · Samir Kaji
Act One Ventures Silton and Guerrero on the Diversity Rider initiative, building meaningful partnerships, and operating experience has been key to their model
Lightspeed Venture Partners
Offchain Labs: How Arbitrum is transforming Ethereum Scalability
First Round Review
“Get Off the Floor” and Other Career Advice from Microsoft, Looker, Reddit & Twitter
Clouded Judgement · Jamin Ball
Amplitude: Benchmarking the S-1 Data
Gaby Goldberg
Social Token Paradox
Venture Upward · David Beisel
Raise Your Hand for LP Gruntwork
Anthemis Insights
Why We Invested: Balance Re
BIG by Matt Stoller · Matt Stoller
Fresh After Afghanistan, Defense Contractors Try Sneaking In Another Corrupt Provision into Law
A16Z
The Rise of a Different Work-from-Home
The Flywheel · Jake Singer
Peloton's Flat Tire
A16Z
Investing in Syndicate
Fintech Ruminations
The investment bank of the future: Yield Guild Games
Redpoint Ventures
Scaling Ethereum: Our investment in Offchain Labs
The Diff
Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Dorm Room Fund
How Lauren Gilbert values operator experience in venture capital
AVC · Fred Wilson
Diversification

Monday, 30 August 2021

12 pieces
Tanay's Newsletter · Tanay Jaipuria
Toast S-1 Thoughts
Excoastal · Evan Lonergan
Insur-tech in Chicago and Omaha
NICOLAS VON BLOTTNITZ
Requr, Mindset, Playbook, Tango, Synth— 30th August, 2021
Equal Ventures
Concentration > Diversification
Susa Ventures
Announcing Susa Ventures IV
Mike Collett
Whoop Raises $200M at $3.6B Valuation
Tough Venturing · John Tough
Volta @ the New York Stock Exchange
Hunter Walk
“We Don’t Consider This a Conflicting Investment”
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Listener Mailbag
My Climate Journey · Jason Jacobs
Episode 172: Catalytic Capital, Additionality, and Climate Investing with Prime Impact Fund's, Amy Duffuor
Not Boring · Packy McCormick
Nifty Corporates
David Teten
Why Governments Should Invest in Their Diaspora Founders
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