FRI 30 OCT 2026 · 143 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…

Sunday, 1 November 2020

24 pieces
The Flywheel · Jake Singer
Feedback for The Flywheel 🎡
The Flywheel · Jake Singer
Feedback for The Flywheel 🎡
Chinese Characteristics
The Ant Group IPO - Part I
Accelerated · Justine & Olivia
🚀 Nestlé drops $ for a startup
Alex Danco's Newsletter
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The Generalist · Mario Gabriele
Ant Group: A Financial Infestation
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