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SAT 31 OCT 2026 · 168 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Thursday, 15 October 2026

7 pieces
Ashley Brasier · Ashley Brasier
Befriend Your Librarian: Wise advice from Maya Angelou↗Edu
The Sociology of Business · Ana Andjelic
In the spotlight: Cargo Crew↗Retail · Consumer
A16Z
Introducing Securing America’s Infrastructure Foundation↗Security · Gov · AI
Amir Kabir
Edition 67 | 2026 — The Autonomous Factory↗Industrials · AI · Security
BIG by Matt Stoller · Matt Stoller
How Expedia Rigs Travel Markets and Raises Your Hotel Prices↗Marketplace · Travel
M13
The Future of Security is Data Security | Lizzy Nammour, founder & CEO, Teleskope↗Security · AI
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

33 pieces
Ashley Brasier
The Estate Sale Boom, and What It Means for Retail↗Retail · Consumer
Newcomer · Eric Newcomer
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗Market · AI
Antler
Why we invested in Plenex↗Insurance · Built World · Industrials
A16Z Crypto
How far crypto has come, and what comes next↗Crypto · Gov
A16Z Crypto
How far crypto has come, and what comes next↗Crypto · Gov
Lightspeed Venture Partners Blog
Zaria↗Fintech · Banking
Antler
Why we invested in Cloop↗Enterprise · AI
Antler
Why we invested in Ninopay↗Fintech
Antler
Why we invested in Sonura↗AI · Media
Antler
Why we invested in Lir Labs↗Climate · Industrials
Antler
Why we invested in Picnic↗Enterprise · DevTools
Antler
Why we invested in siliXon↗AI · DevTools · Semis
Lightspeed Venture Partners Blog
Keith Dallara↗Market
Lightspeed Venture Partners Blog
Emily Barron↗Market
Investing in AI · Rob May
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center↗Semis · Infra
Convective Field Notes
Why we led Molagri’s seed round↗AgFood · Bio
Lightspeed Venture Partners Blog
AI for the Real Economy: Our Series A in Zenzap↗Enterprise · AI
Equal Ventures
Reflections from Shoptalk: the agents are coming?↗Retail · AI · MarTech
Madrona Ventures
What Founders Should Know About AI Legal Risk Before They Ship↗AI · Legal
Antler
Freshcon↗AgFood · Consumer
Antler
HouseEazy↗Built World
First Round Review
Permission to Think For Yourself: Inside the Thiel Fellowship’s Early Years↗Market · Edu
Conor Witt · Conor Witt
The Data Tapes Edition #54↗Banking · Fintech
Lightspeed Venture Partners Blog
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking
Sammy Abdullah
SaaS Solution Selling Done Right↗Enterprise · Market
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy P&C Insurance Before It Destroys Humanity?↗Insurance · Security · AI
Saastr
Want to Steal a Customer From a Competitor? Ask Them What It Would Really Take↗Enterprise · MarTech
A16Z
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys↗AI · Enterprise
Abe Murray
Get Your Tickets to DTNY 2027!↗Market
Antler
Navana.ai↗Infra · AI
Antler
Dodo Payments↗Fintech
Antler
Navo↗Retail · AI
Antler
Uncharted AI↗Materials · Climate · Robotics
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