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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

Friday, 14 August 2026

3 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
Saastr
Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for AgentsData · MarTech

Thursday, 13 August 2026

8 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
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise
Antler
Sophiie AIAI · Enterprise
Antler
JurisphereLegal · AI
Antler
CrayonLabsAI · Enterprise
Antler
Dodge.aiEnterprise · AI
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech

Wednesday, 12 August 2026

6 pieces
Saanya Ojha
Revenge of the WrappersAI · Enterprise
A16Z
What It Takes to Get PaidEnterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
First Round Review
Firsthand: Six Years at Vanta, My Reinvention is the Only ConstantEnterprise
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part IAI · Security · Insurance
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series CDevTools · AI · Enterprise

Tuesday, 11 August 2026

5 pieces
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed EngineersEnterprise · AI
Lisa Wehden · Lisa Wehden, ex-Bloomberg Beta
What To Do As a Young Technologist in the Weirdest Hiring Market I’ve Ever SeenAI · HR · Market
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the StockSecurity · AI
Saastr
Pylon’s Founders at SaaStr AI Day: A 1,000-Person Support Team Deflected 50% of Its Tickets. Headcount Didn’t Change.Enterprise
Tomasz Tunguz · Tomasz Tunguz
A Winner in Every CategoryEnterprise · AI

Monday, 10 August 2026

4 pieces
Earnest Sweat
Distribution Is KingEnterprise · Market
Saastr
How Mailchimp Went From $1B+ ARR to … Shrinking Inside Intuit. A Death Spiral in the Age of AI?Enterprise · MarTech
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI
A16Z
Can Agents Use a Computer Yet? We've Got the DataAI · Enterprise

Sunday, 9 August 2026

4 pieces
Zain Rizavi
Security's Fog of War Security · AI
Saastr
Atlassian Just Deleted Loom’s Free Creator Seats. They Were Also Loom’s Distribution.Enterprise · Retail
Lenny's Newsletter
The playbook for building high talent density teams | Adam Ward, Head of Talent at CursorDevTools · HR
Saastr
Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?Enterprise · Semis

Saturday, 8 August 2026

4 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!Security · AI
Stage 2
How to Use Claude to Define Your Ideal Customer ProfileAI · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #510AI · Security · Infra
Saastr
Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.Enterprise · AI

Friday, 7 August 2026

5 pieces
Glenn Borok
Airtable didn't get acquired - it got divorcedEnterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow EconomyMarket · MarTech
Janelle Teng
A Spoonful of Reality for 'Bent' ValuationsEnterprise
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending SpoonsEnterprise · Market
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat RoomAI · Security

Thursday, 6 August 2026

1 pieces
Pear
New grad hiring: Why slope, not experience is worth paying forMarket · HR
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