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SUN 01 NOV 2026 · 168 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Thursday, 8 October 2026

19 pieces
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
Sammy Abdullah
Q3 2026 SaaS Multiples Jump↗Enterprise
Phin Barnes
The Executive Search Operating System↗HR · Market
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra
A16Z
You Need a New CFO↗Enterprise · AI
USV
The Next Chapter of USV↗AI · Infra · Market
The Sociology of Business · Ana Andjelic
In the spotlight: Sue S. Chan↗Travel · MarTech
David Talpalar
Every Company Must Be in Build Mode. Always.↗Market · AI
The Micromobility Newsletter · Team M
75 Systems, 87% Docked: How Latin America's Micromobility Rode Out the Scooter Exit↗Mobility · Marketplace
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
BIG by Matt Stoller · Matt Stoller
Paramount Stock CRUSHED After Merger with Warner Discovery Closes↗Media
Brian Sugar
Lobsters: Lisa Turns 50↗Market
Alumni Ventures
AI Is Getting a Body: Five things investors need to understand about robotics in 2026↗Robotics · AI
Sequoia
Partnering with Catalyst: Turning Ideas into Trades↗Fintech · AI
Foundation Capital · Joanne Chen, Jaya Gupta
Insurance's $2T AI opportunity | Arjun Mangla, Co-founder and CEO Fulcrum↗Insurance · AI
Lightspeed Venture Partners
Lightspeed India Monthly Round-Up: September↗Market
General Catalyst
Building the Future of Quantum↗Infra · Semis
Multicoin Capital
Compute Capital Markets ↗Infra · Crypto

Wednesday, 7 October 2026

18 pieces
Saanya Ojha
OpenAI Did the Math↗AI · Data
A16Z
Investing in Preference Model↗Infra · AI
Insight Partners
Behind the Investment: Stuut Technologies↗Enterprise · AI
Lateral Thinking · Marco Demeireles
Undercovered↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Euclid Ventures
AI Is Making Sales More Human↗MarTech · Market
NextView VC
The Three Paths for Seed Investors↗Market
Saastr
We Run Monaco, Agentforce and Artisan for Outbound. Why We Still Also Built Our Own “AI ABM” Tool for Our Top Accounts↗MarTech · AI
A16Z
Why Texas Is Making Data Centers Wait↗Climate · Infra · Industrials
Sammy Abdullah
Q2 2026 S&M Spend at SaaS Companies was 35% of Revenue↗Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Sudden Wealth Syndrome↗Market
Alumni Ventures
The Oncology Advantage: Why AI Could Change the Investment Math↗Bio · AI
Sequoia
Partnering with Mecka: Bringing AI to the Physical World↗Infra · Robotics
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility
Coatue
Public Markets Update Deck↗Market
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility
Tomasz Tunguz · Tomasz Tunguz
A Change in AI Strategy↗AI · Infra

Tuesday, 6 October 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
The Rich Are Getting Richer. So Is Everyone Else↗Market
Saanya Ojha
Anthropic’s Road to IPO↗Infra · AI
Nkechi Iregbulem
Why you should join Furientis↗Defense
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