WED 04 NOV 2026 · 130 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…

Monday, 23 September 2024

29 pieces
Collaborative Fund
Your Way Is the Only Way
Obvious Ventures
Why We Invested in Pyka
Ian's Blog: Nominal Returns · Ian Gutterman
Christian McCaffrey: A Case Study In Risk Management
The Sociology of Business · Ana Andjelic
Hitlist 001
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…

Sunday, 22 September 2024

11 pieces
Reaction Wheel · Jerry Neumann
Time to unsubscribe!
Erik de Stefanis · Erik de Stefanis
Search Funds in the Nordics
New Economies · Ollie Forsyth
The Free MBA
New Economies · Ollie Forsyth
The Free MBA
A Wealth of Common Sense · Ben Carlson
Rate Cuts & Historical Market Analogues
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