FRI 06 NOV 2026 · 135 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, 1 February 2024

15 pieces
Frankly Speaking · Frank Wang
Cisco's security strategy is confusing
A Wealth of Common Sense · Ben Carlson
How Much is That $70,000 Truck Costing You?
Next Big Thing · Nikhil Basu Trivedi
Watershed
Feld Thoughts · Brad Feld
The Paradise Paradox
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Is Micro-Managing Bad?
The Micromobility Newsletter · Team M
Why Not Both? Surge's Moped-to-Rickshaw Transforming EV
The Generalist · Mario Gabriele
Generalist Capital: New Epics
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