THU 05 NOV 2026 · 119 new pieces this week

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A16Z
The Exploit Was the Bottleneck↗
AI agents are dramatically reducing the time to weaponize vulnerabilities—from months to hours—reshaping cybersecurity risk.
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…

Thursday, 9 November 2023

32 pieces
A Wealth of Common Sense · Ben Carlson
A Short History of the 60/40 Portfolio
Pirate Wires · Mike Solana
Deep State Trojan Horse
Nkechi Iregbulem
Investing in Cromatic
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Pitch Deck Red Flags
Ryan Shannon · VC @ Radical Ventures
How do you compete with the everything company?
The Micromobility Newsletter · Team M
🏍 Sur Ron’s Got Competition
The Generalist · Mario Gabriele
Modern Meditations: Danny Rimer
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