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…

Friday, 30 October 2020

5 pieces
The Generalist · Mario Gabriele
The Six-Billion Dollar Stare
The Generalist · Mario Gabriele
C.R.E.A.M., Part I

Wednesday, 28 October 2020

8 pieces
Aashay Sanghvi
Signing Up
Collaborative Fund
I Have A Few Questions
Secocha Ventures
Our Investment in Bling
Chinese Characteristics
Intermission
Lightspeed Venture Partners
The board of the future is diverse.
Top posts this week
05
File Systems For Agents
Lightspeed Venture Partners Blog