THU 29 OCT 2026 · 156 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, 7 November 2019

5 pieces
Ann Bordetsky · Partner @ NEA
One Year of Jane VC
Multicoin Capital
Binance is Blitzscaling

Friday, 1 November 2019

1 pieces

Thursday, 31 October 2019

1 pieces

Monday, 28 October 2019

4 pieces
Bottom Up by David Sacks
The Gross Margin Problem
The Caseload · Steve Hardgrove
Cost and Customer
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