SAT 31 OCT 2026 · 167 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…

Thursday, 4 February 2021

3 pieces
The Generalist · Mario Gabriele
The Annotated Bumble S-1
The Generalist · Mario Gabriele
The Annotated Bumble S-1

Wednesday, 3 February 2021

24 pieces
AVC · Fred Wilson
A Nice Zoom Hack
Tough Venturing · John Tough
DroneDeploy Raises $50M, Expands Horizon
VersionOne VC
Visions of Web 3
Bottom Up by David Sacks
Why We Invested in Scratchpad
Obvious Ventures
Investing in Nearby
CrossStack
It's not fair
Venture Unlocked · Samir Kaji
New beginnings
Exponential View · Azeem Azhar
📊 EV’s charts of the week #12
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