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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

Sunday, 8 December 2024

7 pieces
Dash Media
The GSV Big 10: Farmer Jon
Generative Value · Eric Flaningam
A Deep Dive on the Power Law
A Wealth of Common Sense · Ben Carlson
The 4 Types of Investment Mistakes
Investing in AI · Rob May
FAEM - My Favorite AI Business Model
Lenny's Newsletter
Seth Godin's best tactics for building remarkable products, strategies, brands and more
Below the Line by Kevin LaBuz · Kevin LaBuz
#164 – Normal-ish
Saastr
Dear SaaStr: What Are Some Lies Founders Tell Themselves?

Saturday, 7 December 2024

9 pieces
Forerunner Ventures · Forerunner Ventures
The CQ | Introducing Roon: if Perplexity and a Clinically-Sound WebMD Had a Baby
A16Z Crypto
The problem with debanking
Kyle Harrison
What Wicked Taught Me About B2B Sales
Kyle Harrison
What Wicked Taught Me About B2B Sales
Lenny's Newsletter
🧠 Community Wisdom: Fun games to do with remote teams, best tools for creating developer docs, who should write tickets, resources for learning about retention and churn, and more
Jessie Harris
Shopping for Health: Healthcare Marketplaces
Stage 2
What It Takes to Raise a Series B Today
Ed Sim
What’s 🔥 in Enterprise IT/VC #423
Saastr
Why It’s Easier for Second-Time Founders to Raise Venture Capital. Even With Nothing Even Built Yet.

Friday, 6 December 2024

22 pieces
Erik Torenberg
Dispatches from the Group Chats vol. 1
Deepwater Asset Mgmt
Salesforce’s AI Message is Resonating with Investors
David Teten
For high school seniors: visit a very different America for a week, at no cost
David Teten
Organizing a Fundraising Dinner: Template Best Practices
Pirate Wires · Mike Solana
Progressives Lose Their Minds Following Healthcare CEO Assassination
Net Interest · Marc Rubinstein
BlackRock’s Barbell
Joe Lonsdale
Ep 104: Will AI Replace Coders? Terminal Co-Founder & CEO Dylan Serota
Newcomer · Eric Newcomer
Top Tech Execs Speak Kindly of Musk & Trump as Techno-Optimism Surges in Silicon Valley
99% Derisible · Yoni Rechtman
The VC x PE Supercycle
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Grading Our 2024 Predictions
Clouded Judgement · Jamin Ball
Clouded Judgement 12.6.24 - Is Software Cheap or Expensive?
Saastr
Has Quitting Culture Now Crossed Into Founder CEOs?
Memory Leak
From Alert Hell to AI Autopilot: How AI Is Reshaping IT, QA, and Incident Response
Movements · Adam Feldman
NYC Approves $10 Billion Overhaul of Aging Bus Terminal | December 6th, 2024
A Wealth of Common Sense · Ben Carlson
Do We Have Enough Financial Advisors to Handle $80 Trillion?
Not Boring · Packy McCormick
Weekly Dose of Optimism #123
Nongaap Investing · Mike
[P] PLTR: Lord of the Memes
Saastr
Dear SaaStr: Did it Ever Take You a Year Or More to Close a Sale?
Sajith Pai
PMF, Cold Mails, Psychological Armour, and Softbank
Susa Ventures
Our Investment in Fanstake
Tomasz Tunguz · Tomasz Tunguz
Top 10 Posts of 2024
Tomasz Tunguz · Tomasz Tunguz
Top 10 Posts of 2025

Thursday, 5 December 2024

2 pieces
Newcomer · Eric Newcomer
Has AI Hit a Wall? A Debate from the Cerebral Valley AI Summit
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: A Primer on Cryptocurrencies
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