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SAT 15 AUG 2026 · 100 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

Thursday, 13 August 2026

3 pieces
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise
Antler
AinaAI · DevTools · Consumer
The Micromobility Newsletter · Team M
One City, Two Systems: Inside New York's Micromobility Divide and the Road to 2029Mobility · Marketplace

Wednesday, 12 August 2026

1 pieces
Sequoia
Partnering with Preview: Lights, Inference, ActionMedia · AI

Tuesday, 11 August 2026

1 pieces
The Sociology of Business · Ana Andjelic
4 types of brand worldsConsumer · Media · Retail

Monday, 10 August 2026

1 pieces
Deconstructor of Fun
Why the Best Founders Are Neither American nor EuropeanAI · Gaming

Sunday, 9 August 2026

3 pieces
Feld Thoughts · Brad Feld
The Argument Against AI Writing Is At Least 2,400 Years OldAI · Media
Saastr
Atlassian Just Deleted Loom’s Free Creator Seats. They Were Also Loom’s Distribution.Enterprise · Retail
Jessie Harris
Buzzin' on BubblesConsumer · Retail

Friday, 7 August 2026

4 pieces
Newcomer · Eric Newcomer
The Big Cheese Hits Theaters Today in NYC Media
Greycroft.com
Reflecting On Our Whatnot Investment ThesisMarketplace · Retail
Saastr
5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3xRetail · Fintech
A16Z
Charts of the Week: BookslopMedia · Industrials · Defense

Thursday, 6 August 2026

2 pieces
Brian Sugar
The Room Reads FirstConsumer · Market
Uma Chalik
Ask The Hamptons Chronicle: Four days out eastTravel

Wednesday, 5 August 2026

1 pieces
Madrona Ventures
The Best Opportunities Hide in Plain Sight: Why We Invested in FayeInsurance · Travel

Tuesday, 4 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
Spending MoneyConsumer
A16Z
Investing in VoltaAI · Infra · Travel

Monday, 3 August 2026

1 pieces
Deconstructor of Fun
5 Numbers Hiding in Plain Sight: Sensor Tower's Ad Monetization ReportGaming · Media

Sunday, 2 August 2026

3 pieces
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
Jessie Harris
Modern Innovation: How Form Factor Fuels GrowthConsumer · Retail
Lenny's Newsletter
This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)Marketplace · Market
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