MON 02 NOV 2026 · 134 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, 24 August 2021

33 pieces
The Micromobility Newsletter · Team M
🧐 Inside Bird’s Pre-IPO Finances
A Wealth of Common Sense · Ben Carlson
A Very Good Year in the Stock Market
Pirate Wires · Mike Solana
American Taliban
Notorious PLG · Zach DeWitt
8.24.21 Notorious PLG
Newcomer · Eric Newcomer
A New Podcast: Dead Cat
Fintech Takes · Alex Johnson
How Mid-size Banks Can Survive Fintech
Tough Venturing · John Tough
Energize leads $60M Series C for Urbint
AVC · Fred Wilson
Office Utilization
Tanay's Newsletter · Tanay Jaipuria
Understanding BNPL
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