WED 04 NOV 2026 · 130 new pieces this week

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Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
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…

Monday, 14 September 2026

1 pieces

Friday, 11 September 2026

1 pieces
Net Interest · Marc Rubinstein
The Five Deals That Made Apollo↗Banking · Insurance

Tuesday, 8 September 2026

1 pieces
Annelies Gamble
Scaling Agentic Commerce↗Banking · AI · Retail

Friday, 4 September 2026

2 pieces
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
Saastr
Goodnight & Goodbye, SVB↗Banking · Market

Thursday, 3 September 2026

2 pieces

Tuesday, 1 September 2026

2 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52↗Banking · Data · Climate
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market

Monday, 31 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?↗Banking

Friday, 28 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right Now↗Banking
Net Interest · Marc Rubinstein
Untangling Guggenheim↗Insurance · Banking

Monday, 24 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to Alternatives↗Fintech · Banking

Sunday, 23 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
The Most Hated Asset Class in the World↗Banking

Friday, 21 August 2026

1 pieces
Net Interest · Marc Rubinstein
Great Scott↗Banking

Tuesday, 11 August 2026

1 pieces
F Prime
Is Bloomberg the Bloomberg of Private Markets?↗Banking · Fintech · Data

Monday, 10 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Momentum Investing Works↗Banking

Monday, 3 August 2026

2 pieces
Net Interest · Marc Rubinstein
Leopold’s Fall↗Banking · Market

Saturday, 1 August 2026

2 pieces

Saturday, 25 July 2026

1 pieces

Wednesday, 15 July 2026

1 pieces
A16Z Crypto
TradFi doesn’t want DeFi. It wants blockchains.↗Crypto · Fintech · Banking
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