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…

Monday, 30 June 2025

27 pieces
A Wealth of Common Sense · Ben Carlson
The Two Types of Money People
Feld Thoughts · Brad Feld
Is AI Just Software?
Radical VC
Is AI Creative?
Grant Gregory
Water is Life
Ian's Blog: Nominal Returns · Ian Gutterman
Filling The Insurance Vacuum
The Micromobility Newsletter · Team M
Lime IPO?
The Sociology of Business · Ana Andjelic
How to choose the right merch strategy
A Wealth of Common Sense · Ben Carlson
Talk Your Book: What Even Is Infrastructure?
Michael Greeley
Social (In)security…
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