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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

2 pieces
A16Z
Charts of the Week: Head In The NeocloudsAI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise

Thursday, 13 August 2026

2 pieces
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the DataAI · Infra
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of IntentAI · Infra

Sunday, 9 August 2026

3 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery LoopAI · Infra
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

Saturday, 8 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #510AI · Security · Infra

Friday, 7 August 2026

2 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, MayfieldAI · Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom TokensAI · Infra · DevTools

Wednesday, 5 August 2026

2 pieces
Radical VC
Our Investment in Discovery LoopAI · Infra · Bio
Tomasz Tunguz · Tomasz Tunguz
Spending Like a HyperscalerAI · Infra · Market

Tuesday, 4 August 2026

2 pieces
A16Z
Investing in VoltaAI · Infra · Travel
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' ParadoxAI · Infra · Semis

Sunday, 2 August 2026

3 pieces
Radical VC
A Functional Taxonomy of World ModelsAI · Infra · Robotics
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & SpendAI · Infra · Security
Investing in AI · Rob May
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of InferenceAI · Infra · Fintech

Saturday, 1 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #509Security · AI · Infra
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