SAT 31 OCT 2026 · 169 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, 31 December 2020

1 pieces
Retail Is Alive · Rebekah Kondrat
Retail, rockets, and the year ahead

Wednesday, 30 December 2020

9 pieces
Amazon Chronicles · Tim Carmody
Who Can You Trust at Amazon?
Exponential View · Azeem Azhar
🎉 Happy New Year
Tough Venturing · John Tough
The Next Bullseye
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