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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 & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 6 June 2024

4 pieces
The Sociology of Business · Ana Andjelic
Marketing isn't the only way to revive a brand
Steven Sinofsky
219. On AI Requiring a New OS
Anna Khan · Anna Khan
Much ado about AI
Multicoin Capital
The Endgame for Stablecoins

Wednesday, 5 June 2024

28 pieces
Retail Is Alive · Rebekah Kondrat
Retail reckoning, playbooks—and hello again.
Continuations · Albert Wenger
Going on a Voyage
Greylock News
Systems and Standards of GTM Excellence
Dash Media
📲 Daily Dash | June 5, 2024
Newcomer · Eric Newcomer
Why Investors Can't Get Enough of AI Robotics Deals Right Now
USV
Collision Course
Madrona Ventures
The Rise of AI Agent Infrastructure
Dash Media
🎙️ Ep 12 · Ed on the Edge | Digital's Promise: Jean-Claude Brizard
Pirate Wires · Mike Solana
Asymmetric War: The Founder’s Secret Weapon
Battery Ventures
The New Code of Law: How AI Will Revolutionize the Legal Sector
Venture Unlocked · Samir Kaji
Limited Partner Unlocked: Michael Kim Cendana Capital on the Emerging Manager landscape, fundraising, and the need for liquidity
Evan O'Donnell
My story
Menlo
Early-Stage Sales: Four Tips for Startups
Frankly Speaking · Frank Wang
Security engineering is more efficient
Ian's Blog: Nominal Returns · Ian Gutterman
State Farm Policyholders Unite!
yCombinator
Last chance to apply for YC’s S24 batch
Evan O'Donnell
My Story
Saastr
When The #1 Sales Rep Stumbles
Harlem Capital
Meet Harlem Capital’s Summer 2024 Interns
Extantia Capital
A Swiss Army knife platform for critical materials recovery: Why we invested in SiTration
New Economies · Ollie Forsyth
AI Agents
New Economies · Ollie Forsyth
AI Agents: Part I
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Consumer is Slowing Down
Kyle Poyar's Growth Unhinged · Kyle Poyar
Growth or profitability?
1517 Fund
Flux Capacitor Cohort Release
Digital Native · Rex Woodbury
The Consumer Renaissance
Venture Prose
Intelligibility
Dash Media
📲 Daily Dash | June 4, 2024

Tuesday, 4 June 2024

8 pieces
Saastr
How to Incorporate AI Into Your Demand Gen and Marketing with Guillaume Cabane
Dash Media
Watch Out For the Highest Capital Gains Tax In 100 Years
yCombinator
Humanloop CEO Raza Habib shares 5 common mistakes teams make when building with LLMs
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Creator Economy - The Next Phase of Media
A Wealth of Common Sense · Ben Carlson
The Minsky Market
All Raise
Renegade Partners: A Power Duo with a Shared Mission
Menlo
Our Investment in Vilya: AI-Enabled Development of a New Class of Medicines
Sammy Abdullah
Lessons after an acquihire
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