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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, 18 September 2026

2 pieces
Brian Sugar
I Wish I'd Thought of That↗Market
Lightspeed Venture Partners Blog
Production Monitoring for an Increasingly Agentic World: Announcing Raindrop’s Series A↗Infra · DevTools

Thursday, 17 September 2026

17 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the Model↗AI · Enterprise
Earnest Sweat
Pull Up Your Calendar↗Market
Saanya Ojha
The Interface to Everything↗AI · Consumer
Insight Partners
Helping founders achieve “exceptional”↗Market
Phin Barnes
Budding vs. splitting: A better model for growing an engineering org ↗Market
Pear
Now accepting applications: Pear Prime 2027↗Market
Sammy Abdullah
An Investment Banker’s Advice on M&A from his Book↗Market
Turner Novak
🎧🍌 Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One↗Market
Lightspeed Venture Partners Blog
What It Actually Takes to Replace a Legacy ERP↗Enterprise · AI
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop↗Enterprise · Market
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPO↗AI · Infra · Market
Lightspeed Venture Partners Blog
Cylake↗Security
The Micromobility Newsletter · Team M
Vision Zero Reimagined: NYC Puts Micromobility in the Mix↗Mobility
Antler
Pre-Seed funding in Australia dries up at the end of the year, here’s how to plan for it↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How to Talk To Your Clients About Ray Dalio↗Banking
Collaborative Fund
Why we're investing in Dr. Max's↗Consumer · Retail
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin Opportunity↗AI · Enterprise · Fintech

Wednesday, 16 September 2026

15 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for Machines↗AI · Security
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance↗Fintech · Banking
Know Your Growth
Steering a Rocket Ship: Inside Profound’s Meteoric Growth↗AI · MarTech
Ted Wang
Executive Presence, Reconsidered↗Market · HR
Bilal Zuberi
When Physical Work Becomes Programmable↗Robotics · Industrials · Supply Chain
Alex Lazarow · Alex Lazarow
Five Things Bill Draper Taught Me↗Market
Phin Barnes
TheGP’s Guide to Building an Early-Stage Compensation Philosophy↗Market · HR
Jared Heyman
On how to invest in venture↗Market
The Sociology of Business · Ana Andjelic
Agenda for Tasteful is here↗Consumer · MarTech
Insight Partners
How the context layer creates enterprise ROI↗Enterprise · AI
Saastr
We Mentioned Replit in 214 Articles Last Year. For Free. Most Vendors Have No Plan For Customers Like That↗Market · MarTech
Deconstructor of Fun
Just Dessert vs. Gossip Harbor: Who Merged It Better?↗Gaming
Lenny's Newsletter
Muse review: The personal AI agent that gets consumer UX right↗AI · Consumer
Menlo VC
2026: The State of Consumer AI↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
Why Are Valuations Falling in a Bull Market?↗AI

Tuesday, 15 September 2026

6 pieces
Thomas Reiner
AV Fleet Tracker Bottoms Up: 5.5k+ Vehicles | PA Dispatch No. 15↗Mobility · AI
Convective Field Notes
Who warns you when disaster strikes? ↗Gov · Climate
White Star Capital
White Star Capital is hiring an Associate in Montreal↗Market
Annelies Gamble
When AI Measures What Instruments Miss↗AI · Climate
Saanya Ojha
The Audacity of Caution↗AI
Meritech
Meritech Software Pulse | 11-September-2026↗Enterprise · AI
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