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SAT 15 AUG 2026 · 101 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…
IndustriesAI & infrastructureFintechClimate & energyHealthcareEnterprise softwareConsumerDefense & industrialsMarket structure & LPs

Friday, 14 August 2026

7 pieces
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

Thursday, 13 August 2026

25 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
Lowercarbon
Kerosene’s Last RideMobility · Climate
Saanya Ojha
Watermark My WordsAI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series C
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most ExpensiveBuilt World · Market
Earnest Sweat
The Longest Punt in HistoryMarket
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the MainstreamAI · Market
Antler
AinaAI · DevTools · Consumer
Antler
Sophiie AIAI · Enterprise
A16Z
This Essay is 10% AI GeneratedAI
Antler
JurisphereLegal · AI
Antler
IndustrialMind.aiIndustrials · AI
Antler
CrayonLabsAI · Enterprise
Antler
DusqHealth
Antler
Dodge.aiEnterprise · AI
Antler
Infer.soAI
A16Z
Investing in ValsAI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the DataAI · Infra
The Micromobility Newsletter · Team M
One City, Two Systems: Inside New York's Micromobility Divide and the Road to 2029Mobility · Marketplace
David Talpalar
The Big Data Center DebateAI · Climate
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of IntentAI · Infra

Wednesday, 12 August 2026

8 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?
Saanya Ojha
Revenge of the WrappersAI · Enterprise
BIG by Matt Stoller · Matt Stoller
The Secret Society of Nerds Who Control Congress and Ruin Our Health Care
Sequoia
Partnering with Preview: Lights, Inference, ActionMedia · AI
A16Z
What It Takes to Get PaidEnterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
First Round Review
Firsthand: Six Years at Vanta, My Reinvention is the Only ConstantEnterprise
Not Boring · Packy McCormick
Base Power Company: Chapter 3Climate · Industrials
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