SUN 01 NOV 2026 · 164 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…

Friday, 17 May 2024

20 pieces
BIG by Matt Stoller · Matt Stoller
The Monopoly That Gets 'Em When They're Grieving
A Wealth of Common Sense · Ben Carlson
Gambler’s Fallacy in the Stock Market
Net Interest · Marc Rubinstein
Coasian Finance Revisited
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
AI Agents & New Age of Software
Clouded Judgement · Jamin Ball
Clouded Judgement 5.17.24 - April CPI Update
Equal Ventures
An Energy Dilemma
Equal Ventures
An Energy Dilemma
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