SUN 01 NOV 2026 · 163 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…

Wednesday, 1 May 2024

24 pieces
Nongaap Investing · Mike
[P] Sequencing Governance Signals
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Negative Arbitrage
Kyle Poyar's Growth Unhinged · Kyle Poyar
How AI apps make money
Tomasz Tunguz · Tomasz Tunguz
The Capex Conquest in the Cloud

Tuesday, 30 April 2024

7 pieces
Short-Formed · Anu Atluru
Writer-Builders
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Moore's Law and Next Steps for Silicon
Collaborative Fund
How I Think About Debt
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