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Not BoringPacky McCormick
Of Miracles and Moats↗
Miracle technologies like AI attract massive capital, spawning oversupply, price crashes, and consolidation—yet ultimately deliver transformative value to consumers.
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…
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Thursday, 27 August 2026

17 pieces
A Wealth of Common Sense · Ben Carlson
10 Things You Need to Know About Investing in Stocks↗Market
Jamie Tomalin
AVs as a Bellwether for Autonomy↗Mobility · AI
Nkechi Iregbulem
Investing in Transfyr↗Bio · AI
Adrian Radu
Consumer discovery & recommendations are broken↗Consumer · Marketplace · Retail
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
Phin Barnes
Natural Value↗AI · Enterprise · Market
Turner Novak
🎧🍌 Why America is the Best Emerging Market | Chris Olsen, Drive Capital↗Market
Jared Heyman
On why you should invest in the most expensive YC startups↗Market
Saastr
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place↗Enterprise · AI · Data
A16Z
You are not a model. Don’t price per token.↗AI · Enterprise · Market
Megan Maloney
Spotlight: How Popcall is Driving Human Connection and Earnings for Creators↗Media · Market · Consumer
David Talpalar
The Power of the AI Harness: Long Live the Application Layer↗AI
Saastr
Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?↗Enterprise · MarTech
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing Cost↗AI · Infra · Fintech
The Micromobility Newsletter · Team M
1 Continent, 237M Trips and the Evolution of North American Micromobility↗Mobility
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model Factory↗AI · Infra · Climate

Wednesday, 26 August 2026

23 pieces
Nikunj Kothari
Being legible to capital↗Market
Lowercarbon
Cleanup, Inc.↗Built World · AI
Thomas Reiner
Everyone Is Playing a Different Robotaxi Game↗Mobility
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells us↗AI · Market
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
Emergence Capital
The robots are ready. Are the assemblers?↗Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an Action↗Insurance · AI · Robotics
David Cahn
They Built the Team. They Raised the Money. Now What?↗Market
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs ↗Market · AI
Patrick Salyer
The SaaSpocalypse CEO Survival Guide: Six Months Later↗Enterprise · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials
Saastr
A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.↗Enterprise · AI
Sammy Abdullah
CEO Comments on AI from 19 SaaS Earnings Calls↗Enterprise · AI
A16Z
Faking a brand is easy. Making it stop is hard.↗Security · MarTech
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwich↗Fintech · Crypto
Saastr
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost↗Enterprise · Data · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Free Markets Dead?↗Market
Melody Koh · Melody Koh, Partner @ NextView
The Frictionless Bargain↗AI
Venture Prose
Timing, Attitude and Discernment↗AI · Market
BIG by Matt Stoller · Matt Stoller
Why Political Moderates Are Losing↗Gov · Market
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI
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