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SAT 15 AUG 2026 · 104 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 ToolsEnergy & ClimateFintechCybersecuritySemiconductorsMarketing & Sales TechRetail & E-commerceConsumerRoboticsDefense & Aerospace

Friday, 14 August 2026

11 pieces
David Teten
Event Notes: The VC’s Guide to Using AI for Generating AlphaMarket · AI
Net Interest · Marc Rubinstein
Financing the AI Boom 3AI
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
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise
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

18 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
Saanya Ojha
Watermark My WordsAI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series CAI · Data
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
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
David Talpalar
The Big Data Center DebateAI · Climate
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of IntentAI · Infra

Wednesday, 12 August 2026

6 pieces
Saanya Ojha
Revenge of the WrappersAI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, ActionMedia · AI
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part IAI · Security · Insurance
Melody Koh · Melody Koh, Partner @ NextView
Consensus by ConstructionMarket · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series CDevTools · AI · Enterprise

Tuesday, 11 August 2026

5 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.Climate · AI
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting HardAI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed EngineersEnterprise · AI
Saanya Ojha
The AI Revolution will be SecuritizedAI · Semis
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