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MON 02 NOV 2026 · 160 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

Tuesday, 8 June 2021

27 pieces
Casey Accidental
Transparent Optimism
Alpaca VC
Not Niche! The Underserved Communities Market by the Numbers
The Micromobility Newsletter · Team M
🚳 Bike Shortages Just Getting Started
Feld Thoughts · Brad Feld
Investment vs. Speculation
Feld Thoughts · Brad Feld
Investment vs. Speculation
Ben Futoriansky
In the Early Innings of Ecommerce
Frankly Speaking · Frank Wang
Frankly Speaking 6/8/21 - Stop talking about zero-trust!
Venture Upward · David Beisel
My Career Mistake: Not Cultivating Enough Mentorship
The Diff
TikTok as the Breeder Reactor of Content
Sequoia Capital
Pennylane: Bringing Europe’s Small Businesses and Accountants into the 21st Century
Aubrie Pagano
Not Niche! The Underserved Communities Market by the Numbers
Primary Ventures
You’ve Heard About Amazon Rollups; Pattern Brands’ Shopify Acquisitions Are Built for Lasting Value
Ajay Agarwal
Ahead Of Projections: Airbase’s $60M Series B
Ideas from Bain Capital Ventures
Ahead Of Projections: Airbase’s $60M Series B
VersionOne VC
Announcing Fund IV and Opportunities Fund II
Tough Venturing · John Tough
My first pre-seed investment
Paul Graham Essays
A Project of One's Own
AVC · Fred Wilson
Digital Asset Mining In New York State
Forerunner Insights
Reimagining Freedom at Any Age with an Investment in DUOS
Kevin Stevens
Tracking End-Use Emissions
Point Nine News
Some June news
Steven Sinofsky
Bonus: Split Up Microsoft and Managing the Verdict
Tanay's Newsletter · Tanay Jaipuria
FIGS and Successful DTC Companies
NICOLAS VON BLOTTNITZ
Wombo, Ditto, Simplified, Oak9, Stemma— 7th June, 2021
A16Z
Are we returning to the office? Or is the future remote?
John Street Capital
FinTech 3.0 Re-Architecting Financial Market Infrastructure & DeFi
Lisa Xu
The Next Generation of Community Infrastructure

Monday, 7 June 2021

13 pieces
Loup Ventures
WWDC, the Calm Before the Innovation Storm
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 27 Transcript
Redpoint Ventures
Standing out in Your Fundraising Process: Key Takeaways from Office Hours with Wassem Daher…
Fintech Takes · Alex Johnson
Solving the Credit Invisibility Problem
Primary Ventures
Why I See Big Wins Ahead for the Gaming Market
NFX
“Traction Tactics” Behind Square, PayPal, Waze, Twilio & More
Feld Thoughts · Brad Feld
Twitter Spaces and Nietzsche
Feld Thoughts · Brad Feld
Twitter Spaces and Nietzsche
Equal Ventures
Industry Transformation: Enablement, Disruption and Competitive Dynamics Along the Value Chain
Equal Ventures
Industry Transformation: Enablement, Disruption and Competitive Dynamics Along the Value Chain
Movements · Adam Feldman
Movements | June 7th, 2021
Point72 Ventures
Sweden’s Curb Secures €20 Million To Expand Dark Kitchens Beyond The Nordics
Hunter Walk
Are Hiring for Merit & Prioritizing Diversity Incompatible at a Fast-Growing Startup? (Answer: No)
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