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SAT 07 NOV 2026 · 133 new pieces this week

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Select picks in the past month
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 23 September 2023

6 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Gen Z's surprising Optimism for the Tuture, and Moms-For-Hire
Kyle Harrison
Becoming An Allocator
Pirate Wires · Mike Solana
Farming on Mars: Interview w/ Robert Zubrin
Ed Sim
What's 🔥 in Enterprise IT/VC #360
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Late Checkout · Greg Isenberg
I'M FEELING SPICY TODAY

Friday, 22 September 2023

21 pieces
Pirate Wires · Mike Solana
Dean Preston: San Francisco's Millionaire Marxist
Pirate Wires · Mike Solana
Dean Preston: San Francisco's Millionnaire Marxist
A Wealth of Common Sense · Ben Carlson
How to Outperform
Loup Ventures
iPhone 15 Upgrade Experience Underscores Apple Is a Consumer Staples Company
Grace Ge · Grace Ge, Partner @ Amplify
A Masterclass in Scaling Developer-First Products With Industry Veteran Eeke de Milliano
Charles Hudson
Sometimes No Is the Beginning, Not the End
Net Interest · Marc Rubinstein
Out with the Old
First1000 · Ali Abouelatta
📷 Ring: Boring can be good
Trace Cohen
Navigating the Looming Series A Crunch in a Bear Market: Opportunities and Challenges
Lenny's Newsletter
🧠 Community Wisdom: Mentoring program applications now open + Managing tension with engineering team, becoming a more technical PM, dealing with an ineffective manager, and much more
Matt Roberts
The case of the missing Canadian Dotcom crash
Sammy Abdullah
Q2 SaaS Margins & Op loss
A16Z Home Feed
Are You Ready To Be a Public Company?
Clouded Judgement · Jamin Ball
Clouded Judgement 9.22.23 - What's Going On With Interest Rates?
Movements · Adam Feldman
Pi-Pop E-Bike: Pioneering Sustainable Mobility with Supercapacitors | Sep 22nd, 2023
BIG by Matt Stoller · Matt Stoller
"Cha-Ching!" Lina Khan Attacks Private Equity in Health Care
Not Boring · Packy McCormick
Weekly Dose of Optimism #61
Pirate Wires · Mike Solana
An Inconvenient Truth
Picus Capital
Climatetech & Fintech: Converging into the 2020s
Race Capital
Demystifying the Logs
The Generalist · Mario Gabriele
A24: The Rise of a Cultural Conglomerate

Thursday, 21 September 2023

13 pieces
A Wealth of Common Sense · Ben Carlson
Renting vs. Buying: When You Shouldn’t Buy a House
Loup Ventures
Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude
Dror Berman
Bridging technology, defense, and progress: Josh Berglund joins Innovation Endeavors
Ryan Shannon · VC @ Radical Ventures
Lessons learned from a hot month for IPO's
Abraham Thomas
The Worst Outcome is a Mediocre Success
Munich Re Ventures
Reimagining Cyber Insurance in Europe: Stoïk’s Solution
Pirate Wires · Mike Solana
Biden's DEI Tech Hubs Program
Andrew Ziperski
Navigating the Fog: Software Investors’ Playbooks for the Next Cycle
David Teten
Introduction to Versatile VC Webinar: Thursday, Sep. 28, Noon EST
Craft Ventures
Why We Invested in Secoda
SignalFire
LLMs: Legal language models and the end of legalese
A16Z Home Feed
Investing in Proof of Play
A16Z Home Feed
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