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…

Tuesday, 22 December 2020

22 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
How to Evaluate CAC: An Alternate Framework
Pirate Wires · Mike Solana
Extract or Die
Greylock News
The Year in Review
99% Derisible · Yoni Rechtman
2020 reading list
The Micromobility Newsletter · Team M
2020 lifts US bike market to $4.5B
Nongaap Investing · Mike
[Premium QN] Stars are Re-Aligning
First1000 · Ali Abouelatta
Stitch Fix
Tanay's Newsletter · Tanay Jaipuria
The rise of intangibles and the demise of accounting
Top posts this week