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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 7 January 2025

24 pieces
Dash Media
❄️ Dashing Through The Snow
Meera Clark · Meera Clark, Partner @ Redpoint
25 for ’25: The App Renaissance Arrives
Meera Clark · Meera Clark, Principal @ Redpoint
25 for ’25: The App Renaissance Arrives
USV
A.I. As The New Religion↗AI
Nkechi Iregbulem
Investor Updates Matter
Insight Partners
From CFO to CEO and everything in between: How Francine Geist’s leadership culminated in a milestone acquisition for LiveAction
First Round Review
The 30 Best Pieces of Company Building Advice We Heard in 2024
Battery Ventures' Substack
Guy Tytunovich on CHEQ’s Defense Against Malicious Bots, Embracing Generative AI and the Rise of Machine Customers
Deepwater Asset Mgmt
Jensen’s CES Keynote Message: We’re Still Early in the AI Hardware Buildout
NextView VC
Funding the Hunch
Saastr
The #1 Reason Deals Don’t Close: No Reason
Fred Wilson
Framework At The Refinery
Insight Partners
From macro to micro: An investor’s perspective on adapting to AI’s rapid developments
Female Founders Fund
10 Years, 10 Learnings from Building FFF by Anu Duggal
Matt Brown
Stablecoins in 1,000 words
Battery Ventures
Guy Tytunovich on CHEQ’s Defense Against Malicious Bots, Embracing Generative AI and the Rise of Machine Customers
Building Rome(s) · Aadil Maan
30-60-90 For TPMs
A Wealth of Common Sense · Ben Carlson
Updating My Favorite Performance Chart For 2024
Climate Tech VC
🌏 $30bn and 14% fall as market finds new normal in ‘24
USV
A.I. As The New Religion↗AI · Market
Uma Chalik
🚠 MEGÈVE
Lenny's Newsletter
A guide to AI prototyping for product managers
Saastr
Dear SaaStr: What Were Your Toughest Times Before Breaking Out?
Multicoin Capital
Frontier Ideas For 2025

Monday, 6 January 2025

16 pieces
South Park Commons
Where are Full-stack ML Systems Going?
Kojo Osei
Post-training architecture is differentiated IP
Insight Partners
Behind the Investment: Cleerly
Saastr
It’s Not Just You: Founders Worry More About the Competition as They Scale, Not Less
Radical VC
NeurIPS 2024 Highlights
Lolita Taub
💫 Special Edition: I want to know your 2025 wishlist!
Equal Ventures
The Equal Ventures Insurance Index
Pirate Wires · Mike Solana
How Soros-Backed Operatives Took Over Key Roles at Wikipedia
USV
Philosophy Mondays↗Market
Saastr
Never Hire a “Strategist” Unless That’s Exactly What Your Want
Sammy Abdullah
SaaS Acquisition Multiples are 8.7x
Alex Lazarow · Alex Lazarow
Welcome back & fintech wrapped
Lola Wajskop
Asylum
The Sociology of Business · Ana Andjelic
Case study: Skims
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Direct to Consumer Venture Capital
Michael Greeley
Important Flare Capital Promotion…
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