SAT 31 OCT 2026 · 170 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…

Tuesday, 5 January 2021

23 pieces
The Micromobility Newsletter · Team M
Mobike finally vanished. What happened?
Continuations · Albert Wenger
COVID-19 Lessons: The Cost of Half Measures
Content Commerce Insider
2020 Best of Brand Collaborations
Opus Letter · Derek Urben
Opus 11: Best Reading of 2020
Tanay's Newsletter · Tanay Jaipuria
SPACs and their consequences
Second Opinion · Christina Farr
Why didn't Haven work?

Monday, 4 January 2021

17 pieces
Blake Robbins
Modern Suppliers
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 17 Transcript
Newcomer · Eric Newcomer
Silicon Valley's Partisan Problem
Tough Venturing · John Tough
Dealing with 2021 uncertainty
AVC · Fred Wilson
Back To Work
Ian's Blog: Nominal Returns · Ian Gutterman
The Socializing of Debt Bubbles aka Leverage Has Costs
Not Boring · Packy McCormick
Bill-A-Bear
Fintech Takes · Alex Johnson
The Fintech Tax
The Sociology of Business · Ana Andjelic
The taste map
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