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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Monday, 16 August 2021

11 pieces
My Climate Journey · Jason Jacobs
Episode 170: Growth Equity Strategy with Generation IM's, Lila Preston
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Diamond Hands with Zac Prince
Not Boring · Packy McCormick
Story Time
The Diff
Volatility-Shifting and Volatility Destruction
Nongaap Investing · Mike
[Premium] Green Governance
Climate Tech VC
🌎 Hot Earth Summer: from language to action #67
A Wealth of Common Sense · Ben Carlson
All or Nothing Markets
AfterWork Reading
How we raised $10 million in 155 days: an open letter to our first believers
Sunday Snapshots · Sidhartha Jha
The Power Broker by Robert Caro, Pt. II
Sunday Snapshots · Sidhartha Jha
The Power Broker by Robert Caro, Pt. II
Tomasz Tunguz
The Secret to Recruiting Quickly and Retaining Your People

Sunday, 15 August 2021

14 pieces
Crypthechie · Nakul Gupta
Venture Capital's Big Bet on Crypto
High Tea
🍾 Bucks Fizz #26
Steven Sinofsky
042. Clippy, The F*cking Clown
Accelerated · Justine & Olivia
🚀 The latest streaming service is...Salesforce?
Alex Danco's Newsletter
Dancoland, Part 4: Everything Loops
First1000 · Ali Abouelatta
📅 Superpowered (YC S19)
My Climate Journey · Jason Jacobs
What the IPCC Report Means for Climate Action
Below the Line by Kevin LaBuz · Kevin LaBuz
#87 - Dropbox 2.0
Dorm Room Fund
Introduction to venture capital
Femstreet
Collectivizing finance; How to run a product-led sales team & The future of user interfaces
The Generalist · Mario Gabriele
FTX Trilogy, Part 3: The Everything Exchange
The Sociology of Business · Ana Andjelic
Passion economy is a trap
The Generalist · Mario Gabriele
FTX Trilogy, Part 3: The Everything Exchange
Erik Torenberg
The Magic of Silicon Valley

Saturday, 14 August 2021

4 pieces
The Diff
Longreads + Open Thread
This Week in Fintech
This Week in Fintech (8/14)
Hunter Walk
If You’re Not Sure Whether Your Current Investors Would Give You More Money, The Answer Is Likely…
Dorm Room Fund
2021 Female Founder Track

Friday, 13 August 2021

11 pieces
Loup Ventures
Loup TV 103: Real Estate Tech Investors Say ‘Show Me’
Loup Ventures
Apple and Google’s Regulation Risk Silver Lining
A Wealth of Common Sense · Ben Carlson
Why Don’t We Start Off By Canceling Student Loan Interest?
99% Derisible · Yoni Rechtman
Against Optionality.
Daily Consumer · Damir Becirovic
Daily Consumer #5 - Unboxing the Subscription Commerce Trend
Newcomer · Eric Newcomer
SOURCES: Discord Raising at Roughly $15 Billion
Femstreet
Investment opportunities: Lovewick, Junee & more.
Clouded Judgement · Jamin Ball
Clouded Judgement 8.13.21
Tough Venturing · John Tough
ChargePoint’s Masterful M&A Strategy
The Diff
Magalu: Inside Brazil's Omnichannel Powerhouse
Sequoia Capital India
Hustle vs. Structure: Powering Growth at Scale
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