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

Wednesday, 28 October 2026

12 pieces
Greycroft.com
The Enterprise Will Own Its Memory: Our Investment in Rocker↗Enterprise · Infra
Conor Witt · Conor Witt
The Data Tapes Edition #55↗Banking · Fintech · Infra
A16Z
The New Security Agenda↗Security · AI · Enterprise
Sammy Abdullah
Build Pipeline with SDRs↗HR · MarTech
NextView VC
Announcing Our Investment in Rendezvous Robotics↗Defense · Robotics
Insight Partners
Inside Snappt’s rapid rise as the leader in rental fraud prevention↗Built World · AI
First Round Review
Competing with OpenAI and Meta for your inbox | Jean-Denis Greze (Town Co-founder & CEO)↗AI · Enterprise
makers + builders · Parul Singh
It Was Weird Until It Wasn’t↗AI · Market
yCombinator
How Alex Lee became the first engineer at Magic Patterns↗DevTools · AI
Antler
Bottlenecks & Switching Traps↗Gov · Market
Multicoin Capital
Rebundling Credit↗Crypto · Fintech · Banking
Tomasz Tunguz · Tomasz Tunguz
Beyond Automation at OpenAI↗AI · HR

Tuesday, 27 October 2026

22 pieces
A Wealth of Common Sense · Ben Carlson
Why Smart People Make Dumb Decisions↗Market
Supercruise
What Is a Company Actually Worth?↗AI · Enterprise · Market
Annelies Gamble
Getting to General Robots That Don’t Suck↗Robotics · Industrials · AI
Glasswing VC
Rudina on Bloomberg Businessweek: October 26, 2026↗Market
Acrew Capital
Acrew Capital Named to Inc.’s 2026 Founder-Friendly Investors List↗Market
Saastr
Two AI Agents Wiped Critical Data at SaaStr. Both Times, a Copy Nobody Planned Is What Saved Us. It Will Happen To You, Too. Plan For It.↗AI · Enterprise
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
Ian's Blog: Nominal Returns · Ian Gutterman
Why Trump Wants To Lose The Midterms↗Gov · 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
USV
Physical Vibe Coding: Our Investment in Machenta↗Robotics · Infra
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

6 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
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