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SUN 01 NOV 2026 · 170 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

Friday, 2 October 2026

8 pieces
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
Sammy Abdullah
Q2 2026 Payback Period for SaaS Co’s Continues to be Excellent↗Enterprise
A16Z
The Case for the American Manufacturing Asset Class↗Defense · Industrials · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #213↗Market
Sequoia
Partnering with Sail: Agents Without Limits↗Infra
Tomasz Tunguz · Tomasz Tunguz
Do We Grow Software or Do We Design It?↗DevTools · AI

Thursday, 1 October 2026

32 pieces
BIG by Matt Stoller · Matt Stoller
McDonald's Caught Cheating Consumers for Profit as Rage Over Cost of Living Burns↗Retail · Consumer
Making Connections by Jax · Jax Vullinghs
The next AI training ground is a laboratory↗Infra · Bio · DevTools
Saanya Ojha
Google Is So Back. Again.↗AI · Infra
Newcomer · Eric Newcomer
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗Market
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General Partners↗Market
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Earnest Sweat
Blue Cars↗Market
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra
Jamesin · Jamesin Seidel
Poker.↗Market
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
A16Z
Investing in doxxnet↗AI · Security
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Greylock News
Introducing Parallax: The AI Energy Company↗Climate · Infra
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY↗Enterprise · AI
The Micromobility Newsletter · Team M
NYC Proposes 23 New E-Bike Bills↗Mobility · Gov
Brian Sugar
Who Understand↗Market
A Wealth of Common Sense · Ben Carlson
Where is the Stock Market Volatility?↗Banking
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
The Sociology of Business · Ana Andjelic
Revenge of analog↗Travel
Saastr
You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells.↗Market
A16Z
Investing in Armadin↗Security · AI
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
Mountside Ventures
Stasher raises £3m to scale the global network changing how travellers store their luggage↗Travel · Marketplace
Fintech Ruminations
The inevitability of local stablecoins↗Crypto · Fintech
Peter G Schmidt · Peter G Schmidt
Episode 6: Cummins, Inc.↗Industrials · Climate
Ashley Brasier · Ashley Brasier
The Unpublished Past: Why AI Companies Should Help Bring Archives Online↗AI · Data
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
Wing VC · Jake Flomenberg
Wing Welcomes Tyson Mao↗Market
Wing VC · Jake Flomenberg
Investing in Northstar: The Context Layer for Agentic Security↗Security · Infra
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