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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, 25 September 2026

6 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
Alex Oppenheimer
What’s Next?↗Market · Enterprise
Antler
The Problem With Putting AI in a Box ↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #212↗Bio · Materials · Climate
Antler
Every Founder Study Starts at the End ↗Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical Care↗Health · Bio · AI

Thursday, 24 September 2026

22 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of Charts↗Market
Making Connections by Jax · Jax Vullinghs
Natural General Intelligence↗AI · Climate
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?↗Market · AI
Thomas Reiner
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?↗Travel · AI
Deconstructor of Fun
How Playtika's best game became its biggest headache↗Gaming · Media
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year↗Semis · Infra
Convective Field Notes
Daniel Swain and the Science of Disaster Prediction↗Climate · Gov
Guru Chahal
Could AI Have Been Einstein?↗AI
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London↗Enterprise · Fintech · HR
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human↗AI · Enterprise · DevTools
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good Performance↗Enterprise
QED
Why QED invested in Flam↗Media · MarTech · AI
Antler
The solo signal↗Market · AI
Antler
Why Antler Invested in HIFI's $37M Series A↗Fintech · Crypto
The Micromobility Newsletter · Team M
America's Last Mile, Vehicle by Vehicle↗Supply Chain · Mobility
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI
Earnest Sweat
Assigned But Not Read↗Market
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in Loops↗AI · DevTools
Multicoin Capital
DeFi 2.0↗Crypto · Banking · Fintech

Wednesday, 23 September 2026

12 pieces
Nikunj Kothari
The Amplification Gap↗AI · Market
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗AI · Climate
NextView VC
Alpha Lives Upstream↗Market · AI
Lightspeed Venture Partners Blog
Anatomy↗Health · Fintech
Lightspeed Venture Partners Blog
Callum King↗Market
Lightspeed Venture Partners Blog
Sasha King↗Market
Newcomer · Eric Newcomer
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group Leaders↗AI
A16Z Crypto
The rise of the $700-billion RWA perp market↗Crypto · Banking
A16Z Crypto
The rise of the $100-billion RWA perp market↗Crypto · Fintech
Saanya Ojha
So Over. So Back. So Cheap.↗AI
A16Z
Introducing the a16z Ops Engineering Fellowship↗AI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #53↗Banking · Fintech · Data
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