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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

Thursday, 1 October 2026

17 pieces
Wing VC · Chris Zeoli
Cheap Money Is the New Moat in AI Infrastructure↗Infra · Market
Wing VC · Tanay Jaipuria
Investing in Dream Labs: Building general robot intelligence↗Robotics · Infra
Energize Capital
Celebrating DroneDeploy's Next Chapter↗Robotics · Built World · Climate
Energize Capital
Why We Invested in Emerald AI↗Climate · Infra
General Catalyst
Our Investment in Pallet↗Supply Chain · AI
General Catalyst
AI Infra Obsessed With the Developer Experience↗Infra · DevTools
Redpoint Ventures
Market Update: Exits & Liquidity↗Market
Redpoint Ventures
Redpoint's AI Investors Break Down What Separates Enduring AI Companies from the Hype↗AI · Infra · Enterprise
Bain Capital Ventures
Video: Crosby Is Building the Agentic Law Firm of the Future↗Legal · AI
Bain Capital Ventures
Why Autodesk and MaintainX Belong Together↗Industrials · Enterprise
Bain Capital Ventures
Enterprise AI Adoption: From Pilots to Real Business Value↗AI · Enterprise
Bain Capital Ventures
The Hard Truth About Enterprise AI Adoption↗AI · Enterprise
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market
SignalFire
Build or Buy? Navigating the New Era of GTM AI Agents↗AI · Enterprise · MarTech
Wing VC · Tanay Jaipuria
Investing in Ultra: Getting Robots to Work↗Robotics · Supply Chain
NFX
1,000 Simultaneous Experiments: The Next Mental State for Founders↗AI · Market
Paul Graham · Paul Graham
Making Startups Powerful↗Market

Wednesday, 30 September 2026

15 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI Summit↗AI · Fintech · Banking
Convective Field Notes
The Resilience Conversation at New York Climate Week↗Climate · Insurance
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, Distribution↗AI · Enterprise · DevTools
Sierra Ventures
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents↗AI · Enterprise
Lenny's Newsletter
OpenAI Dev Day 2026: The releases that actually matter↗AI · DevTools
Sammy Abdullah
Q2 SaaS Operating Margins Hold Steady at -4%↗Enterprise
Saastr
“This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 Customer↗Enterprise · AI
Insight Partners
Behind the investment: Metaview↗HR
Carried Away
VC Grip Strength↗Market · AI
Lenny's Newsletter
Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John Lindquist↗DevTools · AI
A16Z
State of Markets II↗AI · Semis · Industrials
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will Higher Rates Kill the Stock Market↗Market
Harlem Capital
Accountants Who Know AI: Why We Backed MAVI↗HR · Market
Melody Koh · Melody Koh, Partner @ NextView
Persistent Without Judgment↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
The Fastest Growing Market in Tech isn't AI↗Crypto · Banking · Data

Tuesday, 29 September 2026

8 pieces
Tanay Jaipuria · Tanay Jaipuria
Agentic Commerce and Incentives↗Retail · Marketplace · AI
Pear
Listen Labs is joining Salesforce: Why we believed in the human insights layer↗Enterprise · AI
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"↗Climate · Industrials · Gov
Emergence Capital
Five frontier launches and one unanswered question↗AI · Infra
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
A16Z Crypto
There’s a market for more markets↗Crypto · Fintech · Banking
Lerer Hippeau
Please welcome Brodie Sports Group, the largest recreational basketball league in North America↗Consumer · Marketplace
A16Z
Who Gets Paid When AI Does the Shopping?↗AI · Marketplace · Retail
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