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TUE 03 NOV 2026 · 128 new pieces this week

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Select picks in the past month
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 & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsMedia & Entertainment

Tuesday, 3 November 2026

1 pieces
Antler
From First Customers to Global Markets↗Market

Monday, 2 November 2026

24 pieces
Tanay Jaipuria · Tanay Jaipuria
Anthropic S-1 Breakdown↗Infra
Newcomer · Eric Newcomer
Compute Crunch? Startups Aim to Financialize It↗Infra · Fintech
Radical VC
Picking the Race in AI You Can Win↗AI · Infra
Climate Tech VC
🌎 SPAC to the future #320↗Climate · Market
A16Z
Investing in Tutor Intelligence↗Robotics · Industrials
Lenny's Newsletter
🎙️ How I AI: Grok vs. Dot vs. Muse vs. Duet + How Figma’s PMs actually use AI every day↗AI · DevTools · Enterprise
Continuations · Albert Wenger
Philosophy Mondays: Knowledge & Consciousness↗Market
Sammy Abdullah
An Ugly But Successful Timeline of a SaaS Company↗Enterprise · Market
The Micromobility Newsletter · Team M
1.2km of Bike Lanes Removed From Toronto Streets↗Mobility
Saastr
Why You Don’t Want Humans Doing Outbound Anymore↗MarTech · Enterprise
A16Z
How AI Applications Earn Their Premium↗AI · Enterprise
A16Z
Welcome Andy Baker↗Market
Lenny's Newsletter
How Figma’s PMs actually use AI every day | Ezra Mechaber (PM, Figma)↗Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Diversifying the AI Trade↗AI
Grant Gregory
Show. Goes. On.↗Market
Entrepreneur First
Portfolio News | October 2026↗Market · AI · Health
Michael Greeley
Scary Times: Halloween + Midterm Elections…↗Infra · Semis · Data
Deconstructor of Fun
When AI Hiring Went Wrong↗Gaming · HR
A Wealth of Common Sense · Ben Carlson
A Bloodbath in the Stock Market?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did Bernie Sanders Set the Terms for the Midterm Elections?↗Market
Earnest Sweat
Two Decks↗Market
Hunter Walk
For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be…↗Market
Hunter Walk
For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be Just Right.↗Market
Tomasz Tunguz · Tomasz Tunguz
The Four Questions of AI↗AI · Infra

Sunday, 1 November 2026

9 pieces
Feld Thoughts · Brad Feld
Binance Update: Waiting on a Zero-Knowledge Proof↗Crypto · Banking
Hunter Walk
Will the US Government Become AI’s (SI?) Lender of Last Resort?↗AI · Gov
Guru Chahal
Something Feels Different About the Pace of AI Progress↗AI · DevTools · Bio
Saanya Ojha
🧾 Weekly Wrap Sheet (10/30/2026): Anthropic, Assets, Alphabet, Arbitration & Access↗AI · Infra · Data
Saastr
Jason’s Takes on This Week’s 20VC: Anthropic’s S-1, Microsoft’s 27% Buyout, and My 100-Day Rule↗AI · Market · Enterprise
Jeff Morris Jr.
Investing at the Intersections↗AI · Bio · Robotics
Saastr
Our Core Vendor Was Down for 24 Hours. Our AI Agent Replaced Them Before They Came Back Up.↗AI · Enterprise
Investing in AI · Rob May
Silicon Valley Is Wrong About AI, And Wall Street Is Right↗AI · Market
Lenny's Newsletter
How a 19-year-old intern built the growth engine behind this $2B AI company | Hector Serrano↗AI · MarTech

Saturday, 31 October 2026

6 pieces
Guru Chahal
Weekly Technology Digest — October 31, 2026↗AI · Infra · Semis
Lenny's Newsletter
🧠 Community Wisdom: The biggest sources of interruptions for PMs, hiring junior PMs with case studies vs. behavioral interviews, building a product harness for AI-driven development, and more↗Market
Kyle Harrison
The McDonaldization of Venture Capital↗Market · AI
Saastr
SaaS Isn’t Dead. Old SaaS Is Dead: Sierra Adds $150M ARR in One Quarter While ServiceNow Drops 27% in a Day↗AI · Enterprise
Ed Sim
What’s 🔥 in AI/Infra/VC #522↗AI · Infra · Market
BIG by Matt Stoller · Matt Stoller
Anthropic Isn't Just a Company, It's a Payoff↗AI · Market
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