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THU 20 AUG 2026 · 121 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 & ClimateCybersecurityConsumerMarketing & Sales TechSemiconductorsRetail & E-commerceMedia & EntertainmentManufacturing & Industrials

Thursday, 20 August 2026

1 pieces
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part IIAI · Insurance · Security

Wednesday, 19 August 2026

16 pieces
Automatter
The Rise and Fall of the Venture SyndicateMarket
Janelle Teng
Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer FellowsHR · Market · AI
A16Z
OpenRouter & Stripe: The Intelligence NetworkAI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?AI · Legal · Insurance
Saanya Ojha
The Hunt for Human ExhaustAI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model RoutingAI
Euclid Ventures
$100M, Zero Churn, All ChannelFintech · Market
Deconstructor of Fun
WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing ChannelGaming · MarTech · Media
Sammy Abdullah
Controlling SaaS ChurnEnterprise
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock PopEnterprise · DevTools
The Sociology of Business · Ana Andjelic
Cultural liquidityConsumer · MarTech
Insight Partners
The enterprise AI bottleneck is about context, not capabilityAI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI GrowthAI · Infra · DevTools
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AIMarket
Madrona Ventures
Celebrating HighspotEnterprise · MarTech · AI

Tuesday, 18 August 2026

19 pieces
Earnest Sweat
The Barrel Gets a PriceAI · Data · Fintech
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest takeAI · DevTools
Saanya Ojha
Damned If You Diffuse, Damned If You Don’tAI · Market
Meritech
Meritech Software Pulse | 14-August-2026Enterprise
Annelies Gamble
America’s Role in the Next Golden Age of Chemical SynthesisAI · Bio · Industrials
A Wealth of Common Sense · Ben Carlson
Getting Ahead Has Never Been EasyMarket
Continuations · Albert Wenger
Signing the Statement on SuperintelligenceAI · Market
Simon Wu
Gross Margin Isn’t Telling You What You Think It IsAI · Enterprise
Adrian Radu
The “Permission Gap” opportunity for startupsMarket
Lenny's Newsletter
Announcing Lenny’s Jobs: The best place in the world to find, vet, and land your dream jobMarket
Harlem Capital
The Anti-Portfolio: What Missing a $2 Billion Deal Teaches You About Winning the Next OneMarket
Harlem Capital
Why the Best VC Deals Start Outside the OfficeMarket
Sammy Abdullah
What Publicly Traded SaaS CEO’s are saying about AIEnterprise · AI
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.Enterprise · AI · Infra
On My Mind · Michael Dempsey
Dear VCs, Just Give UpMarket
Collaborative Fund
Why we're investing in TomoAI · Consumer
Ben Yoskovitz
How I Use AI Without Outsourcing the ThinkingAI · Enterprise
Deconstructor of Fun
The Man Behind Most Gaming DealsGaming · Market
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.AI · Infra · DevTools

Monday, 17 August 2026

4 pieces
Radical VC
Teaching AI to Ask the Right QuestionsAI · Infra
A16Z
Your Favorite Creator Isn’t Real—Does it Matter?Media · AI
Carried Away
The Rebuild, Part II: Outside the WallsMarket · AI
Carried Away
The Rebuild, Part I: A Museum of ItselfMarket
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