MON 09 NOV 2026 · 124 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…

Tuesday, 8 October 2024

22 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Hurricane Milton – The End of the Florida Insurance Experiment?
Not Boring · Packy McCormick
Burn the Playbooks
Lenny's Newsletter
Why cash is king
Tomasz Tunguz · Tomasz Tunguz
How M&A Fosters Innovation
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