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SAT 31 OCT 2026 · 166 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsMedia & Entertainment

Wednesday, 21 October 2026

24 pieces
Saanya Ojha
PHP: Pretty Huge Problem↗Security · AI
Lenny's Newsletter
Claude Duet is beautiful. I still forgot to use it↗AI · Enterprise
A16Z
Why Hardware Specialization is Back↗Infra · Semis
Newcomer · Eric Newcomer
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗Market
Better Tomorrow Ventures
On Risk↗Market · AI
Thomas Reiner
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math↗Mobility · Market
Stratechery
Presented by Stripe↗Fintech · Market
Craft Ventures
Our Partnership with ASI: America’s engine for critical industries↗Defense · Climate · Mobility
Simon Wu
We All Built an Agent↗AI · Market
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Exits, & Market Trends↗Market
Newcomer · Eric Newcomer
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗Market
Alex Lazarow · Alex Lazarow
Three Buyers, Three Continents: Stablecoins Have A Proven Exit Market ↗Crypto · Fintech
Saastr
Meta’s Muse and Our AI VP of Revenue 10K Built Their Own ‘Secret’ Mailbox to Work Together. Then They Came Up With a Safe Word.↗AI · Enterprise
Sammy Abdullah
SaaS M&A Multiples Now at 8x on Median↗Enterprise · Market
Craft Ventures
Inside Un_prompted: Seven Lessons on Marketing & Growth When Agents Are the Customer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: It’s a Bloodbath↗AI · Infra
Melody Koh · Melody Koh, Partner @ NextView
The Denominator↗AI · DevTools
Alumni Ventures · Alumni Ventures
Castor Ventures Portfolio Highlights↗Market
General Catalyst
Delightful Software for Legal Professionals↗Legal · AI
Bain Capital Ventures
Video: Cognition on Building the AI Software Engineer and Taking Users from Survival Mode to Thriving↗AI · DevTools
M13
Who Verifies the Agents? Jonathan Awad, co-founder and CEO, Baselayer↗Fintech · AI
Tomasz Tunguz · Tomasz Tunguz
The GPU Revenue Ladder↗Infra · Semis
Sequoia
Partnering with Whop↗Market
Sequoia
Partnering with Blacksmith↗DevTools · Infra

Tuesday, 20 October 2026

16 pieces
Annelies Gamble
The Next Bottleneck in AI for Science↗AI · Data
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
A Wealth of Common Sense · Ben Carlson
Tech People Don’t Know What’s Going to Happen Either↗AI · Market
Michelle Volz · Michelle Volz
Why Homebuilding Startups Might Finally Work↗Built World
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
yCombinator
How Vin Bui became engineer #1 at Nowadays — and started treating it like his own company↗AI · Enterprise
Insight Partners
Behind the Investment: Qualitate↗Enterprise · Data
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
Saastr
5 Interesting Learnings from Braze at $910 Million in Revenue: A $5.66B Sale to Salesforce, 26% Growth, and Operating Expenses Up Just 6%↗Enterprise · MarTech
Sammy Abdullah
Data from the Most Robust SDR Survey We’ve Seen↗MarTech · Enterprise
Investing in AI · Rob May
Who Owns What AI Makes? An Interview With DeepLaw Founders↗Legal · AI
A16Z
Investing in Eka Robotics↗Robotics · Industrials
General Catalyst
Saving Lives Is a Coordination Problem↗Health
8VC
Orchestra Bio is Joining OpenAI↗Bio · AI
Amplify Partners
Welcoming Madelyn Heart to Amplify Bio↗Market
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