SUN 08 NOV 2026 · 138 new pieces this week

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A16Z
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…

Friday, 17 January 2025

27 pieces
A Wealth of Common Sense · Ben Carlson
The New Housing Market Premium
Net Interest · Marc Rubinstein
Replicating Buffett
Pirate Wires · Mike Solana
The Greenland Deal: a Complete Timeline
99% Derisible · Yoni Rechtman
The Hard Thing About Hard Truths
Clouded Judgement · Jamin Ball
Clouded Judgement 1.16.25 - December Inflation
Not Boring · Packy McCormick
Weekly Dose of Optimism #127
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