SUN 08 NOV 2026 · 139 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, 8 November 2024

21 pieces
A Wealth of Common Sense · Ben Carlson
Election Market Overreactions
Net Interest · Marc Rubinstein
Trump's Banks
99% Derisible · Yoni Rechtman
Some Notes on Moats
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
How AI Is Rewriting the SaaS Playbook
The Micromobility Newsletter · Team M
Next Week: Micromobility America 🎉
Top posts this week