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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

Wednesday, 23 August 2023

2 pieces
Tanay Jaipuria · Tanay Jaipuria
Cracking Open the IPO Window
Tomasz Tunguz · Tomasz Tunguz
The Dawn of AI : Pricing Power & Profits in NVidia's Business

Tuesday, 22 August 2023

31 pieces
Newcomer · Eric Newcomer
Hydrogen Space Balloon (with Jane Poynter & Ali Rohde)
Madrona Ventures
Cohere’s Ivan Zhang on Foundation Models, Retrieval Augmented Generation, and Feedback Loops
Aubrie Pagano
Everyone Needs a Friend Like Jess
A16Z Home Feed
More Than a Game: Why Are We Obsessed With Sports?
A16Z Home Feed
Evolve or Die: The Future of the Creative Process, Artist Authenticity, and the Value of the Music
A16Z Home Feed
Comfort Food, Climate, and the Future of Our Plates
Jeff Morris Jr.
Venture Narrative Whiplash
Jeff Morris Jr.
Venture Narrative Whiplash
My Climate Journey · Jason Jacobs
Renewable Energy Pioneers Proved What’s Possible. Now, Investors Must Scale the Solutions – and Fast
Thomvest
Behind the Surge: Exploring the Factors Driving Mortgage Rates & Housing Demand
Greylock News
Securing AI
Collaborative Fund
Intelligent vs. Smart
World Positive
Fixing the Carbon Market, One Credit at a Time
Alter Global
Building across the SME Finance Tech Stack in Emerging Markets
Ben Yoskovitz
From Musical Instruments to Legal AI Tech: The Journey of Scott Stevenson
Frankly Speaking · Frank Wang
Efficiency/Effectiveness tradeoffs for a security program
A16Z Home Feed
Why Do Investors Care So Much About LTV:CAC?
Glenn Borok
The AI-Powered Upskilling Revolution: Preparing for the New Future of Work
A16Z Home Feed
Why Do Investors Care So Much About LTV:CAC?
BBG Ventures
The State of Seed Stage Funding to Underrepresented Founders
A Wealth of Common Sense · Ben Carlson
Streaming Services Should Charge More
The Rebooting
The long run
The Micromobility Newsletter · Team M
🍼 Motorcycles for Kids? Maybe Not a Bad Idea
Not Boring · Packy McCormick
A Market For (Almost) Everything
Lenny's Newsletter
How to hire your first growth team
OpenView Partners
The Can’t Miss SaaS Events We’re Attending (and Hosting) This Fall
David Paul · David Paul
James McManus of Family First on Emerging Mental Health Crisis in Teens, Managing Risk, and Scaling a 155-Employee Treatment Center.
Nongaap Investing · Mike
Illumina: Unidentified Financing Operation?
Dawn Capital
Meet Ties Boukema: The Google alum revolutionising our data
Terrence Rohan
trohan.com
Aashay Sanghvi
Minimum Viable Raise

Monday, 21 August 2023

7 pieces
Race Capital
Race Capital’s Request for AI Startups
Rougher Thoughts · Sarah Tavel
AI startups: Sell work, not software
Terrence Rohan
How to raise a seed round
Terrence Rohan
Write That Check
Elad Gil
Early days of AI
Loup Ventures
Show ChatGPT the $$$: Monetizing AI Chat
Gen Z Voice · Thomas Lombardozzi
A New Newsletter
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