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THU 29 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

Thursday, 29 October 2026

1 pieces
Lightspeed Venture Partners Blog
File Systems For Agents↗AI · DevTools

Wednesday, 28 October 2026

24 pieces
Obvious Ventures
Why We Invested in Neuron Industries↗Industrials · Infra
Shravan Narayen · Shravan Narayen
Where Should You Be Narrow?↗Market
Greycroft.com
The Enterprise Will Own Its Memory: Our Investment in Rocker↗Enterprise · Infra
Lightspeed Venture Partners Blog
Alex LaPolice↗Infra · Defense · Market
Saanya Ojha
Guppy-Level Death, Investment-Grade Debt↗Infra · Market
Phin Barnes
Got RoTo? ↗AI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #55↗Banking · Fintech · Infra
A16Z
The New Security Agenda↗Security · AI · Enterprise
Saastr
Databricks CRO Ron Gabrisko: 5 Interesting Learnings on Selling at a $190B AI Company: Flat SDR Headcount, 6-10% Reply Rates, and Free Seats That Unlocked Consumption↗AI · Enterprise
Carried Away
No Introduction Necessary↗Market · AI
Sammy Abdullah
Build Pipeline with SDRs↗HR · MarTech
Digital Native · Rex Woodbury
What Comes After Selling Work? ↗AI · Market
NextView VC
Announcing Our Investment in Rendezvous Robotics↗Defense · Robotics
Saastr
10 Months Into AI for GTM That Actually Works: The CRO Matters More Than Ever. Every Other GTM Role Is in Flux.↗Enterprise · MarTech · AI
Insight Partners
Inside Snappt’s rapid rise as the leader in rental fraud prevention↗Built World · AI
Saastr
The $300 Billion Software Debt Wall: The Big B2B Defaults Unfortunately Haven’t Even Started Yet↗Enterprise · Market
Lenny's Newsletter
Grok vs. Dot vs. Muse vs. Claude Duet: which one crushes the competition?↗AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Baby Boomers Have All the Money↗AI · Banking · Media
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

15 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
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