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MON 02 NOV 2026 · 159 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Sunday, 18 July 2021

18 pieces
Constine's Moving Product · Josh Constine
The inevitable rise of concert streaming
Nathan Benaich · Nathan Benaich
😎 Your guide to AI: June 2021
My Climate Journey · Jason Jacobs
Why America Needs a Clean Electricity Standard
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Alex Danco's Newsletter
Dancoland, Part One
Nongaap Investing · Mike
[Premium QN] Reading the Bet
Dorm Room Fund
Meet the summer 2021 PRISM cohort
Below the Line by Kevin LaBuz · Kevin LaBuz
#84 - The Bill Gurley Starter Kit - Part 1
Chinese Characteristics · Lillian Li
Community Group Buying update deep-dive
Dorm Room Fund
Meet 2021 Blueprint Investor Track
Dorm Room Fund
My path to Dorm Room Fund, from Amazon
BIG by Matt Stoller · Matt Stoller
From the Mailbag: Sleep Treatment Devices and Dental Implants
The Generalist · Mario Gabriele
Robinhood: Serious Fun
Josh Elman
The History of the Dot Com Era
The Generalist · Mario Gabriele
Robinhood: Serious Fun
First1000 · Ali Abouelatta
👯TikTok

Saturday, 17 July 2021

7 pieces
Erik Torenberg
Living on the Internet
BIG by Matt Stoller · Matt Stoller
Biden's National Security Advisor Jake Sullivan: Monopolies Are a National Security Problem
Hunter Walk
“I Can Really See Us Leading This Funding Round” Isn’t a Term Sheet
The Diff
Longreads + Open Thread
This Week in Fintech
This Week in Fintech (7/17)
A Wealth of Common Sense · Ben Carlson
Are the Roaring 20s Already Here?
Daily Consumer · Damir Becirovic
Daily Consumer #1 - Focusing on Ecommerce

Friday, 16 July 2021

15 pieces
Loup Ventures
Loup TV 100: Bike Suspension Nirvana
Newcomer · Eric Newcomer
The Fight Over Video Commerce
7wire Ventures
Real-World Data & Technology Company OM1 Closes $85 Million Financing To Make Healthcare More Measured, Precise, And Pre-Emptive
Greylock News
Congrats, Blend! (NYSE: BLND)
Net Interest · Marc Rubinstein
Revolution in the Air
Clouded Judgement · Jamin Ball
Clouded Judgement 7.16.21
Tough Venturing · John Tough
Vacations…
Loup Ventures
Autonomy Progress is Proving to be Slow
Kevin Stevens
ServiceMax SPACs
Kevin Stevens
ServiceMax SPACs
Lightspeed Venture Partners
Better-lending platform Blend goes public
Primary Ventures
How junior investors can write a compelling investment memo
The Diff
Newsletters Can Move Markets
The Consumerist · Ross Barry
How Fitness is Evolving (Part II)
Loup Ventures
Mid-Year Update on Our 2021 Predictions
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