THU 05 NOV 2026 · 124 new pieces this week
The latest theses & analyses from 800+ venture investors.
Subscribe to get the weekly digest. Every Sunday.
Join 5,000+ investors, founders and LPs
Select picks in the past month
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…