WED 04 NOV 2026 · 133 new pieces this week

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Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
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…

Wednesday, 2 October 2024

22 pieces
Who is Nnamdi? · Nnamdi Iregbulem
Seed Valuations Aren’t Valuations
Day Zero: Always Learning · Krishna Mehra
Thriving Through Platform Shifts
John Tough
Team first
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Most Bullish Backdrop
Kyle Poyar's Growth Unhinged · Kyle Poyar
Turning $1,000 into $28M ARR at lemlist
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