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WED 28 OCT 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 ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 27 October 2026

17 pieces
Supercruise
What Is a Company Actually Worth?↗AI · Enterprise · Market
Glasswing VC
Rudina on Bloomberg Businessweek: October 26, 2026↗Market
Acrew Capital
Acrew Capital Named to Inc.’s 2026 Founder-Friendly Investors List↗Market
A16Z
Databricks & the Future of the Firm↗Data · Enterprise · AI
Insight Partners
Behind the investment: Tendos↗Industrials · AI
The Sociology of Business · Ana Andjelic
Hitmakers, Season 3↗Media · Market
Sammy Abdullah
Strategic Buyers Are Taking Over SaaS M&A and Private Equity is Gone↗Enterprise · Market
Abe Murray
Why we invested in Helicon↗Industrials · Defense
Mouro Capital
Why Mouro Capital Invested in Overwatch Data↗Security · Fintech · Banking
Investing in AI · Rob May
Red Cat (RCAT) Lost a Drone Contest. It May Be Winning the Software War.↗Defense · Infra
Ben Yoskovitz
Understanding AI Business Models↗AI
Saastr
Sumble: Why 80% Accurate Data Turns Into 33% Accurate Data by the Time Your Agent Uses It, and How Nooks Found 700 Accounts It Didn’t Know About↗Enterprise · AI · MarTech
Meritech
Meritech Software Pulse | 23-October-2026↗Enterprise · AI
Acrew Capital
Your personal AI agent and a scam store want the same thing↗Fintech · Security · AI
Jump Capital · Aqil Pasha
Inference Was Built for Requests. Agents Need Something Different.↗Infra
Cowboy VC · Aileen Lee and Rohan Puranik
Where we're looking to invest: AI-powered anti-fraud solutions for consumers & SMBs↗Security · Fintech · Insurance
Amplify Partners · Ayan Abukar, PhD
The Fertility of an Idea: tracing the discovery lineage of optogenetics↗Bio · AI

Monday, 26 October 2026

23 pieces
Saanya Ojha
Anthropic and the Mother of All S-1s↗Infra · AI
Kevin Stevens
Poor Charlie’s Almanack↗Market
Kevin Stevens
Who Is Michael Ovitz↗Media · Market
Kevin Stevens
eBoys↗Market
Kevin Stevens
Invent and Wander↗Market
Kevin Stevens
The 38 Letters From J.D. Rockefeller to His Son↗Market
Kevin Stevens
The Score Takes Care of Itself↗HR
Kevin Stevens
How the Internet Happened↗Market · Media
Kevin Stevens
Titan↗Industrials · Market
Kevin Stevens
How Big Things Get Done↗Market
Kevin Stevens
Cable Cowboy↗Media · Market
Kevin Stevens
What It Takes↗Banking · Market
Kevin Stevens
Am I Being Too Subtle↗Market
Kevin Stevens
How Innovation Works↗Market
Kevin Stevens
Unreasonable Hospitality↗Travel · HR
Kevin Stevens
The Ride of a Lifetime↗Media · Market
Newcomer · Eric Newcomer
Anthropic’s S-1: Key Data Points & Fun Facts for Venture Investors ↗Infra
Apoorv's notes
Cyber’s worst week, in <60 seconds↗Security · AI
A16Z
Announcing the Third a16z New Media Fellowship↗Market
Madrona Ventures
Agents Broke Git Hosting. Entire Is What Comes Next.↗DevTools · AI
Climate Tech VC
🌎 Mid-term, peak demand, high stakes #319↗Climate · Gov
A16Z
Let Chaos Reign, and Then Rein In Chaos↗AI · Enterprise · DevTools
Joe Lonsdale
Ep 167: The Company That Evaluates the AI Labs — Vals AI CEO Rayan Krishnan on Measuring Frontier Models & the Race to Recursive Self-Improvement↗Infra
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