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MON 02 NOV 2026 · 162 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

Wednesday, 14 July 2021

11 pieces
The Future State · Harry Simon
An Interview with Cole Winans, CEO of Flyreel
A Wealth of Common Sense · Ben Carlson
Animal Spirits: High School Reunion
SignalFire
Funding “Flymachine” to make URL concerts as good as IRL
Gen Z Voice · Thomas Lombardozzi
GZV #50: A New Venture Fund and BeReal
Mouro Capital
Payments’ Five Forces
The Rebooting
The problem with email
Digital Native · Rex Woodbury
Lil Nas X Is Gen Z's Defining Icon
Dorm Room Fund
Ivan Zhao on the launch of PRISM Investor Track
Point Nine News
Vive la France! Vive Gourmey’s cell-based foie gras!
Building Rome(s) · Aadil Maan
🙉 When Broken Becomes Normal Or All About Change
NFX
Status, Wealth, & Power: Network Effects Demand A New Social Contract

Tuesday, 13 July 2021

26 pieces
Venture Upward · David Beisel
You’re Not Really Getting Paid Anytime Soon
Pirate Wires · Mike Solana
Masters in Poverty
A Wealth of Common Sense · Ben Carlson
Why Do We Always Focus on the Bad Stuff?
Ian's Blog: Nominal Returns · Ian Gutterman
The Solution to College Affordability: Free Markets
Greylock News
Human-Centered AI
Venture Unlocked · Samir Kaji
Lan Xuezhao of Basis Set Ventures on using data science along with human psychology to assess deals, finding LP/GP fit, founder super powers measurement, and conviction based investing.
The Micromobility Newsletter · Team M
🏌️ Not Your Grandparents’ Golf Carts
Kara Nortman · Kara Nortman
Goodbye steak dinners, hello product-led sales: Meet Endgame
Kara Nortman · Kara Nortman
Goodbye steak dinners, hello product-led sales: Meet Endgame
Lightspeed Venture Partners
The Magic Metrics of Insurtech
Ideas from Bain Capital Ventures
ShipBob Founder Dhruv Saxena On Finding An Industry You Love To Create A Great Product-Market Fit
TMV
The Role of the Board Observer
Susa Ventures
Applications Open For 2021 Susa Venture Fellows Cohort
Susa Ventures
Our Investment in Float
CRV Insights
The Beauty of Vertical SaaS
The Flywheel · Jake Singer
Our Climate Journey
The Diff
Weber and Traeger: From Selling Durables to Selling Durably
Kevin Stevens
Inflection Investing
Kevin Stevens
Inflection Investing
AVC · Fred Wilson
From The Lab To Your Home
Dawn Capital
The art of category creation: Our partnership with Quantexa
Point Nine News
The Goldilocks Zone of SaaS Metrics
NFX
3 Reasons Why NFX Invested In Collective
Tanay's Newsletter · Tanay Jaipuria
Duolingo and Consumer Subscription Businesses
Multicoin Capital
Networked Cash Flows
Tomasz Tunguz
The Next Step Forward for Conversational Intelligence - Chorus & ZoomInfo

Monday, 12 July 2021

3 pieces
Excoastal · Evan Lonergan
Deal Mania Across the Midwest
The Flywheel · Jake Singer
Jason Jacobs (My Climate Journey) - The Flywheel Podcast
A Wealth of Common Sense · Ben Carlson
The Rebirth of the IPO
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