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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

Wednesday, 5 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Spending Like a HyperscalerAI · Infra · Market

Tuesday, 4 August 2026

8 pieces
Annelies Gamble
Measuring the road to AGIAI
Insight Partners
Behind the investment: ConvexAI · DevTools · Enterprise
Carried Away
Some Assembly RequiredMarket · AI
Jamesin · Jamesin Seidel
Some things I've been thinking about - Fintech · AI · Robotics
A16Z
Endeavor Optical NetworksAI · Telecom · Defense
A16Z
Investing in VoltaAI · Infra · Travel
Meritech
Meritech Software Pulse | 31-July-2026Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' ParadoxAI · Infra · Semis

Monday, 3 August 2026

8 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in RoboticsRobotics · AI
Acrew Capital
Investing in Horizon3: hacking the enterprise before the attackers doSecurity · AI
Lenny's Newsletter
🎙️ How I AI: ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)AI · DevTools
A16Z
Drug Discovery Has No Magic WandsBio · AI
Saastr
2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.Market · AI · Enterprise
Lenny's Newsletter
ChatGPT Codex Voice + browser + Sites: an expert’s AI workflow | Nick Baumann (OpenAI)AI · DevTools
Akash Bajwa
The Endgame Of Vertical IntegrationAI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
AI is a Terrible GhostwriterAI

Sunday, 2 August 2026

8 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory TradeSemis · AI · Market
Hunter Walk
Why “Grab Any Seat on the Rocketship” is a bad career strategy; this VC thinks people are right to hate today’s capitalism; look for founders who play RTS games; and a Chrome extension which blocks slop ecom brands ++ [link blog]Market · AI · Consumer
Radical VC
A Functional Taxonomy of World ModelsAI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & SpendAI · Infra · Security
Saastr
The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least ConceptuallyAI · Market
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of InferenceAI · Infra · Fintech
Saastr
Jason’s Takes on This Week’s 20VC: The Toggle Is a Permission Grant, The Blame Test Decides the Deal, and Why Five Years of Price Increases Is a CountdownAI · Enterprise
Kenneth Auchenberg
Why platform Dashboard UIs end up as tragedy of the commonsEnterprise · DevTools · AI

Saturday, 1 August 2026

3 pieces
Saastr
The #1 Most Important Thing to Understand About AI SDRs: They Can’t Figure It Out For You. That’s Still Your Job. For Now, At Least.Enterprise · MarTech · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #509Security · AI · Infra
A Wealth of Common Sense · Ben Carlson
Why I Love the Stock MarketSemis · AI
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