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SAT 07 NOV 2026 · 133 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

Friday, 15 September 2023

7 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Podcast Drop: A Conversation with Jeff Huber
Late Checkout · Greg Isenberg
Building your Profitable Internet Empire
Clouded Judgement · Jamin Ball
Clouded Judgement 9.15.23 - Medium Term Software Setup
Movements · Adam Feldman
Beyond Electric Vehicles: The Shift towards Sustainable Travel | Sep 15th, 2023
Not Boring · Packy McCormick
Weekly Dose of Optimism #60
Arpitrage · Arpit Gupta
Rethinking Public Procurement
Tomasz Tunguz · Tomasz Tunguz
4 Key Takeaways from the AI Panel at Saastr 2023

Thursday, 14 September 2023

33 pieces
Steven Sinofsky
210: It's (Not Necessarily) Fair to Mock Apple's "Mother Nature" Video
Core Innovation Capital
The Opportunity for U.S. Fintech is by No Means Over. In Fact, It’s Just Beginning.
Andrew Ziperski
My personal website
A Wealth of Common Sense · Ben Carlson
Mistakes That Compound in the Markets
Collaborative Fund
A Few Things I’m Pretty Sure About
Sonia Nagar
Investing in Marketplaces
Grayson Judge
The Market of Insights Into Sleep
Notorious PLG · Zach DeWitt
NPLG 9.14.23: How AI-Apps Should Price
Notorious PLG · Zach DeWitt
NPLG 9.14.23: How AI-Apps Should Price
Trace Cohen
Lessons and Mistakes I learned from making 60 Angel Investments
Sequoia
Generative AI for Healthcare Perspective
A16Z Home Feed
Investing in Series AI
A16Z Home Feed
Investing in Series AI
Radical VC
Radical Reads: Transformers Revolutionized AI. What Will Replace Them?
Loup Ventures
Tesla’s the Winner in Big Auto Labor Talks
Battery Ventures' Substack
Healthcare May Indeed Be an Early Adopter for AI
Alpaca VC
Alpaca VC’s Field Study Program: A Repeatable, Thesis-Driven Approach to Investment
A16Z Home Feed
Building a Modern Security Program
A16Z Home Feed
Investing in Moment
Glasswing VC
AI Atlas #25: Long Short-Term Memory Networks
The Rebooting
The messy middle of video
On My Mind · Michael Dempsey
The Importance of Founder Pedigree In Emerging Technologies
Dan Teran
Our Investment in Treehouse
Michael Dempsey
The Importance of Founder Pedigree In Emerging Technologies
Erik Torenberg
What Does The Gray Tribe Want?
Ian's Blog: Nominal Returns · Ian Gutterman
How Informed Is Breaking The Rules of Insurance Distribution
James Murphy
Navigating the AI Wave through the Lens of Verticalization
The Micromobility Newsletter · Team M
🚢 Harley Finally Ships LiveWire Del Mar
Lenny's Newsletter
Picking sharp problems, increasing virality, and unique product frameworks | Oji Udezue (Typeform, Twitter, Calendly, Atlassian)
OpenView Partners
Meet Our Newest Investments: Chargeflow, Parabola, PartsTech & Voiceflow
Sequoia
David Hsu Retool Spotlight
David Teten
Alternative VC Tech Stack: Chisos structured finance
Pirate Wires · Mike Solana
Flexport: Return of the King
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