THU 05 NOV 2026 · 118 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…

Friday, 3 November 2023

14 pieces
A Wealth of Common Sense · Ben Carlson
This is a Wonderful Market for Dollar Cost Averaging
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Net Interest · Marc Rubinstein
Private Lending
Maersk Growth
Coming soon
Not Boring · Packy McCormick
Weekly Dose of Optimism
Deconstructor of Fun
Deconstructing Warcraft Rumble
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