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SUN 01 NOV 2026 · 170 new pieces this week

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Select picks in the past month
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

Tuesday, 15 September 2026

16 pieces
Lolita Taub
🎉 Special Edition: It's here: What Actually Matters is out today!↗Market
Abraham Thomas
My Next Adventure↗Fintech · AI
USV
Product in the Agentic Age↗Market · AI
USV
Product in the Agentic Age↗AI · Enterprise
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?↗Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
A16Z
Magazine Depth Affordability Is a Choice↗Defense · Gov
Carried Away
Alpha Lives Upstream↗Market
Lenny's Newsletter
60+ new creative growth ideas↗MarTech · Market
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwich↗Fintech · Crypto
Ben Yoskovitz
AI Built the Product. It Didn’t Launch It.↗DevTools · Data
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗AI · Enterprise
Investing in AI · Rob May
Investing in AI The Book, Is Live. Here Is Your Free Copy↗Market
Madrona Ventures
Big Finds, Small Prices: Why We Invested in Buywander↗Retail · Marketplace
Madrona Ventures
When Agents Meet in the Middle: Why We Invested in Jack & Jill↗HR · AI
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells Itself↗Enterprise · AI

Monday, 14 September 2026

20 pieces
Reaction Wheel · Jerry Neumann
9/11↗Built World
USV
Sticking Around @ USV↗Market
USV
Sticking Around @ USV↗Market
Radical VC
What AI Has to Understand Before It Can Beat the Market↗AI · Fintech · Banking
Climate Tech VC
🌎 LPO's new terms #312↗Climate · Gov
Sammy Abdullah
Startup Knowledge from the Internet Pioneers↗Market
Lightspeed Venture Partners Blog
Karren Yang↗Market
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobs↗AI · DevTools
Continuations · Albert Wenger
Universal Moral Core Principle 3↗AI
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet↗AI · Enterprise
The Micromobility Newsletter · Team M
275K Rides Later, Eugene Is Set to Go Electric⚡↗Mobility
A16Z
Product Management is Still All About Telling Stories↗AI · Market
The Sociology of Business · Ana Andjelic
Celine x Reebok: all business is IP business↗Media · MarTech
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng Zheng↗AI · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Aren’t There More IPOs?↗Market
Deconstructor of Fun
Why None of Us Saw Cyberpunk Coming Apart↗Gaming · Media
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO Already↗AI · Market
A Wealth of Common Sense · Ben Carlson
People Hate Paying Taxes More Than They Like Making Money↗Fintech
Tomasz Tunguz · Tomasz Tunguz
What Does Pacing Mean?↗AI

Sunday, 13 September 2026

4 pieces
Michael Greeley
Post Office: Handle with Care…↗Gov · Market
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & Power↗AI · Infra
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