THU 05 NOV 2026 · 120 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…

Wednesday, 17 January 2024

8 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
On Money, Time, and Purpose
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Cash-Returning Machine
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to have "the talk" with your customers
Andy Weissman
One Good
Andy Weissman
One Good

Tuesday, 16 January 2024

27 pieces
A Wealth of Common Sense · Ben Carlson
The Holy Grail of Portfolio Management
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
There Are No Rules
First1000 · Ali Abouelatta
8 naming strategies ✍️
The Micromobility Newsletter · Team M
Joining Forces: Tier and Dott Announce Merger
Not Boring · Packy McCormick
The Experimentation Layer
White Star Capital
Demographics in Motion
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