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SAT 31 OCT 2026 · 166 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, 28 January 2021

15 pieces
The Diff
Hedge Funds as Liquidity Providers and the Great Degrossing
Not Boring · Packy McCormick
Podz & The Future of Audio
Not Boring · Packy McCormick
Podz & The Future of Audio
Not Boring · Packy McCormick
Podz: Interview with CEO Doug Imbruce
Not Boring · Packy McCormick
Podz: Interview with CEO Doug Imbruce
Feld Thoughts · Brad Feld
The GameStop Phenomenon
DEVBIZOPS
How to Build Product Fast
Content Commerce Insider
Future Tech China: Douyin’s Winning 2021 Playbook
Nongaap Investing · Mike
[Premium QN] 'Tis but a scratch!
Creandum
Welcome to the team, Max!
Gen Z Voice · Thomas Lombardozzi
GZV #4: Sourced
Lateral Thinking · Marco Demeireles
Where Subscriber Lifetimes Outlive Funds
The Generalist · Mario Gabriele
Roblox: Cultural Currency (Premium)
The Generalist · Mario Gabriele
Roblox: Cultural Currency
AVC · Fred Wilson
The Revenge Of Retail

Wednesday, 27 January 2021

25 pieces
Fintech Today
FTT Update: Hello to Everyone Except r/WallStreetBets
Equal Ventures
Equal’s Top Climate Themes for 2021
Brewer Lane Ventures
Our Investment in Lynk: The Platform Delivering Knowledge-as-a-Service with an AI-driven Approach
Feld Thoughts · Brad Feld
False Reassurance
Newcomer · Eric Newcomer
The Paywall Is Here
Elad Gil
Substack: Most Interesting Consumer Startups of 2021 (Part 2)
Elad Gil
Clubhouse: Most Interesting Consumer Startups of 2021 (Part 1)
BIG by Matt Stoller · Matt Stoller
How Monopolies Slowed the Vaccine Roll-Out, and Small Business Sped it Up
Jonathan Lehr
The State of Enterprise Tech in NYC: 2H 2020 Funding Report
AVC · Fred Wilson
USV 2021 and USV Climate
Digital Native · Rex Woodbury
The Age of Automation: How Tech Is Coming For Our Jobs
The Data Source · Priyanka Somrah
The Data Source #2 | The Metadata Revolution ✊🏽
Tough Venturing · John Tough
Sitetracker’s $42M Series C: Energizing the Future
Brewer Lane Ventures
11 Insurtech Predictions for 2021
Brewer Lane Ventures
Powerlytics Announces Series B Fundraising Round Led By Brewer Lane Ventures
Brewer Lane Ventures
Socotra Raises $15.2 Million in Series B Funding to Transform Insurance IT
Brewer Lane Ventures
Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner
Brewer Lane Ventures
10 Insurtech Market Predictions for 2020
The Rebooting
Brevity
Feld Thoughts · Brad Feld
False Reassurance
Exponential View · Azeem Azhar
📊 EV’s charts of the week #11
Gen Z Voice · Thomas Lombardozzi
GZV #29: Social Sports Betting and you guessed it, GameStop.
Tomasz Tunguz
The Five Flavors of ARR - New Definition, Same Great Multiple
Equal Ventures
Equal’s Top Climate Themes for 2021
Li Jin
We studied 50+ startups on TikTok and here’s what we found
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