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SAT 07 NOV 2026 · 134 new pieces this week

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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

Monday, 31 July 2023

1 pieces
Tomasz Tunguz · Tomasz Tunguz
What the New Relic Sale Means for SaaS

Sunday, 30 July 2023

12 pieces
All Raise
Venture Capitalist Monique Woodward discusses why the “Female Economy” starts with consumers
Alfred Lin
Setting the Pace
A Wealth of Common Sense · Ben Carlson
One Year Returns Don’t Matter
David Paul · David Paul
Legoland on Repeat and Weekend Reads and Listens
Investing in AI · Rob May
The Biggest Mistake AI Investors Are Making: Too Much Extrapolation
Accelerated · Justine & Olivia
🚀 Twitter becomes X
Venture Prose
Delusion
Lenny's Newsletter
How to measure and improve developer productivity | Nicole Forsgren (Microsoft Research, GitHub, Google)
AVC · Fred Wilson
Art On The Wall
Kiera Klinsky
Someone recognize me!: Web3 and loyalty rewards programs
Femstreet
Building elephants, not unicorns; How to think like a modern Marketer; Hiring and retaining employees who act more like founders
The Generalist · Mario Gabriele
ASML: A Monopoly on Magic

Saturday, 29 July 2023

7 pieces
Pirate Wires · Mike Solana
Oppenheimer
Erik Torenberg
The Ancient City
Forerunner Ventures · Forerunner Ventures
The CQ: Oddity's Debut and Rise of “Science-washing”
A16Z Crypto
from chaos to order
Paraj Mathur
Reflections
Kyle Harrison
Historical Futurism
Ed Sim
What's 🔥 in Enterprise IT/VC #352

Friday, 28 July 2023

20 pieces
A Wealth of Common Sense · Ben Carlson
Benjamin Graham vs. Zero Hedge
Dan Kozikowski
Why The Best VC Platform Teams Are Focused on Outcomes
Nongaap Investing · Mike
Illumina: SEC's Proxy Fight Review
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Sparrow One
Recalculating the new math in media
Loup Ventures
Google’s Evolution of Search Should Increase Engagement and Revenue Growth
Lenny's Newsletter
🧠 Community Wisdom: Articulating a vision for a new product, PMing at early-stage vs. later startups, approaching strangers for customer research, flexibility vs. role boundaries, and more
Net Interest · Marc Rubinstein
The End of an Experiment
Point72 Ventures
Business Insider: Where Steve Cohen’s Point72 Ventures sees opportunities in fintech, from generative AI to solving gamers’ payments woes
BIG by Matt Stoller · Matt Stoller
How to Forget the Lessons of the Pandemic
99% Derisible · Yoni Rechtman
Seed Investments Have to Be Reasonably Unreasonable.
A16Z Home Feed
More Countries, More Problems: Selling AI Products Around the World Is Still Too Hard
Loup Ventures
Meta Is Positioned to Accelerate Growth
Charles Hudson
Succession in Venture Capital is a 3-Legged Stool
BBG Ventures
The Platform Team at BBGV is growing—apply to our Platform Associate role by 8/21!
Clouded Judgement · Jamin Ball
Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update
Movements · Adam Feldman
Alef Aeronautics’ Model A: The World’s First Flying Electric Car | July 28th, 2023
Not Boring · Packy McCormick
Weekly Dose of Optimism #53
Mountside Ventures
VC spotlight with Node VC
Greylock News
Greylock VC Seth Rosenberg outlines what he’s looking for when investing in A.I.
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