THU 05 NOV 2026 · 121 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…

Friday, 2 February 2024

24 pieces
A Wealth of Common Sense · Ben Carlson
Where is Housing Still Affordable?
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
Net Interest · Marc Rubinstein
New York State of Mind
Ian's Blog: Nominal Returns · Ian Gutterman
The Era of Reserve Releases Has Ended
Not Boring · Packy McCormick
Weekly Dose of Optimism #79
Pirate Wires · Mike Solana
"Is This Legal?"
Tomasz Tunguz · Tomasz Tunguz
Standard Issue AI

Thursday, 1 February 2024

15 pieces
Frankly Speaking · Frank Wang
Cisco's security strategy is confusing
A Wealth of Common Sense · Ben Carlson
How Much is That $70,000 Truck Costing You?
Next Big Thing · Nikhil Basu Trivedi
Watershed
Feld Thoughts · Brad Feld
The Paradise Paradox
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Is Micro-Managing Bad?
The Micromobility Newsletter · Team M
Why Not Both? Surge's Moped-to-Rickshaw Transforming EV
The Generalist · Mario Gabriele
Generalist Capital: New Epics

Wednesday, 31 January 2024

1 pieces
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