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MON 17 AUG 2026 · 109 new pieces this week

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A16Z
Some Simple Economics of Open versus Closed AI
Christian Catalini argues that open-weights AI models won't reduce total innovation investment—only redirect it.
Kyle Harrison
We Made Bell Labs Illegal
Bell Labs achieved epochal breakthroughs because it combined patient capital from AT&T's monopoly rents, a concrete mission with bottomless technical depth,…
Pear
Request for Startups: Ideas from iconic founders & leaders
Pear VC solicited startup ideas from founders at Databricks, Uber, Oscar Health, Snowflake, Gusto, and DoorDash, identifying six high-potential startup…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecuritySemiconductorsMarketing & Sales TechConsumerRetail & E-commerceRoboticsDefense & Aerospace

Monday, 17 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Now THIS is a Bull MarketMarket
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: What Happens When Oligarchs Stop Being PoliteGov

Sunday, 16 August 2026

10 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic PerspectiveFintech · AI · Market
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders NowAI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (08/14/2026): Weights, Wall Street, Wrappers & WatermarksAI · Enterprise · DevTools
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI CostsAI · Infra · DevTools
Investing in AI · Rob May
Is There An Inference Glut Coming?AI
Saastr
The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)Enterprise
Jessie Harris
The Lost Art of HandwritingConsumer
Lenny's Newsletter
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian SilberAI · Enterprise
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why Is The Fastest-Rising…AI
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]AI · Gov · Industrials

Saturday, 15 August 2026

7 pieces
Adrian Radu
The Cost of AI TalentAI · HR
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and moreMarket
A16Z Crypto
Before Bitcoin: The ideas that made blockchains possibleCrypto · AI
Kyle Harrison
The Unfalsifiable EconomyMarket
Saastr
Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.AI · Enterprise
Stage 2
Do You Need a GTM Engineer? Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511AI · Infra · Market

Friday, 14 August 2026

18 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?Market
David Teten
Event Notes: The VC’s Guide to Using AI for Generating AlphaMarket · AI
Conor Witt · Conor Witt
The Data Tapes Edition #51Data · Fintech · Climate
Net Interest · Marc Rubinstein
Financing the AI Boom 3AI
Michelle Volz · Michelle Volz
To be or to doMarket
Memory Leak
Memory Leak — #49Deals
99% Derisible · Yoni Rechtman
What capital wantsMarket
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures MarketAI · Climate
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture InvestorMarket · AI
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by JuneAI · Enterprise · Retail
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup InvestmentsMarket · AI
A16Z
Charts of the Week: Head In The NeocloudsAI · Infra · Enterprise
A16Z
Cursor + SpaceXAI: the fastest iterating team winsAI · DevTools · Data
Not Boring · Packy McCormick
Weekly Dose of Optimism #206Defense · Robotics · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise
Saastr
Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for AgentsData · MarTech
Radical VC
Applying RSI to the Organization, Not Just the ModelAI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?AI

Thursday, 13 August 2026

3 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AIAI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStrEnterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the RideMarket · AI
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