SAT 15 AUG 2026 · 103 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…

Sunday, 9 August 2026

5 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion LeaseAI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New SpaceAI · Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR MultiplesAI · Market

Friday, 7 August 2026

8 pieces
Glenn Borok
Airtable didn't get acquired - it got divorcedEnterprise · AI · Market
Memory Leak
Optical Interconnect — A PrimerAI · Semis
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'AI · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom TokensAI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #205Climate · AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat RoomAI · Security

Thursday, 6 August 2026

5 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind SpotMarket · AI
Top posts this week
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To be or to do
Michelle Volz
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