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FRI 30 OCT 2026 · 147 new pieces this week

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Select picks in the past month
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 17 August 2020

12 pieces
Cowboy Ventures
I’m Joining the Cowboy Posse
Daniel Li
The DL - What Amazon's Bad At, COVID Activities, INC 5000 PNW, and How to Talk Like a Monopoly
Guy Turner
Apocalypse Later
Gaurav Gupta
Why Grafana: Part II
Fintech Ruminations
Bank runs in the 21th century
Tech Deals · Nick Stuart
Last Week in Boston Tech Deals
The Sociology of Business
The DJ Model of IKEA
Patent Drop
#001 PATENT DROP
Climate Tech VC
🌍 Advancing climate tech with AI and Kamala Harris #20
Building Startups · Vaibhav Namburi
The PASTOR made me better at sales
This is Going to be BIG
Introducing Circulate: Creating Better Networks for Future Founders from Black and Other Underrepresented Communities
The Generalist · Mario Gabriele
Going All-In on The Generalist

Sunday, 16 August 2020

10 pieces
Erik Torenberg
The Promise of Peer-to-Peer Credentials
Sunday Snapshots · Sidhartha Jha
Sunday Snapshots (16th August, 2020)
Excoastal · Evan Lonergan
Excoastal Issue 57
Building Rome(s) · Aadil Maan
Career Guide: The Future of Program Management Post-COVID
Out of Pocket
A request!
Patent Drop
PATENT DROP
Accelerated · Justine & Olivia
🚀 Fortnite wages war against Apple
Alex Danco's Newsletter
Rollin' (ARR-paid vehicle)
Fakepixels · Tina He
[FKPXLS] VOL.55 / Fly high, and don’t get killed
Arpitrage · Arpit Gupta
Real Estate, Urban Economics, and other Musings

Friday, 14 August 2020

15 pieces
Tanay's Newsletter · Tanay Jaipuria
The Apple App Store and Market Power
Sparrow One
The Fortnite app store rebellion
CRV Insights
The 20 Minute VC: CRV General Partner Anna Khan
CRV Insights
The 20 Minute VC: CRV General Partner Anna Khan
Net Interest · Marc Rubinstein
Plumbing the World’s Markets: The Story of ICE
John Street Capital
Embedded Finance & Vertical SaaS
John Street Capital
Embedded Finance & Vertical SaaS
Andrew Ziperski
When Regulations Don’t Match Structural Fundamentals
RIRTs · Mike Asem
The blood of an entrepreneur
Hngry
NYC Startup Creates Airbnb For Ghost Kitchens
Gavin Baker
Investing Mistakes, Chapter 1001
Sarah Du
Mapping Out Mental Health Tech: 70+ Startups Changing Lives
Stealing Signs · Jackson Bubala
Stealing Signs - Issue 39
Venture Desktop
The Rise: Video Games, Facebook, and LVMH
Securities by Lux Capital
Lux Recommends #241: Genes and Excel, Slow-Motion Popcorn, and Sitcoms

Thursday, 13 August 2020

3 pieces
RFS 100 · Mario Gabriele
100 Startup Ideas.
99% Derisible · Yoni Rechtman
Back to Work (again)
VersionOne VC
The Energy Revolution is (Finally) Here
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