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MON 02 NOV 2026 · 150 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 MarketsSemiconductorsConsumer

Wednesday, 28 July 2021

3 pieces
Earlybird's Insights
Isar Aerospace’s $75m Series B Extension — Forging Europe’s Space Powerhouse
AfterWork Reading
Making Magic: Vision
Travis May
Introducing the Datavant Switchboard

Tuesday, 27 July 2021

30 pieces
Loup Ventures
Apple’s Digital Leverage Continues
Newcomer · Eric Newcomer
The Anti-Portfolio
David Teten
Free Money for Student Tech Founders
Greylock News
Philosopher Versus MBA
Venture Unlocked · Samir Kaji
Miriam Rivera on going from angel to running a firm , driving real change in diversity in tech, and how traditional heuristics should be challenged in VC.
Pirate Wires · Mike Solana
American Spaceman, Body and Soul
A Wealth of Common Sense · Ben Carlson
There is No Such Thing as a “Normal” Market Environment
The Data Source · Priyanka Somrah
The Data Source #6 | Choose Your Own Environment ⚒
Jim Breyer
Why we invested in Harbor
Craft Ventures
Why We Invested in Orum
The Micromobility Newsletter · Team M
🇺🇸 New Bill to Make E-Bikes Much Cheaper
My Climate Journey · Jason Jacobs
Our Investment in Lightship
Rougher Thoughts · Sarah Tavel
The Danger of Early Hype in Consumer Social
Rougher Thoughts · Sarah Tavel
The Danger of Early Hype in Consumer Social
Sarah Tavel
The Danger of Early Hype in Consumer Social
Fintech Ruminations
The disintermediation of finance
Tough Venturing · John Tough
Climate Tech Fundraising Environment
Fintech Takes · Alex Johnson
Life Stage Products, Not Life Stage Marketing
Varun Sridhar · Varun Sridhar
Recommerce Enablement 1.0
CRV Insights
Make The Web Trusted and Safe, Again — CRV’s Investment in ActiveFence
Sequoia Capital
Landis: The Path Home
A16Z
Investing in Valora
The Diff
Definite Optimism and the M&A Metagame
Venture Upward · David Beisel
The Value of Writing
Obvious Ventures
RVs Get Electrified: Investing in Lightship
AVC · Fred Wilson
Cash on Cash vs IRR
Balderton
Backing employees’ wellbeing; why we invested in Cobee.
Dorm Room Fund
Female Founder Track launches for the fourth time
Balderton
On building the next data infrastructure for Enterprise AI
Loup Ventures
Tesla Margins Hint at Tech Profitability

Monday, 26 July 2021

7 pieces
Tanay's Newsletter · Tanay Jaipuria
Streaming, COVID-19, and the Changing Theatrical Window
Forward Thinking · Mat Sherman
Get There Alone
Excoastal · Evan Lonergan
A Week of Mega Rounds in the Midwest
A Wealth of Common Sense · Ben Carlson
As Good As it Gets?
AVC · Fred Wilson
100% Solar Match
NICOLAS VON BLOTTNITZ
Warmly, Native Voice, Spreadsheet.com, Turquoise Health, Breakr— 26th July, 2021
Tough Venturing · John Tough
Home Base & Knowledge Sharing
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