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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

Thursday, 29 June 2023

2 pieces
Creandum
Lars Nordwall joins Creandum as Venture Partner
BIG by Matt Stoller · Matt Stoller
Will the Biggest Tech Merger of All Time Go Through?

Wednesday, 28 June 2023

24 pieces
Abhishek Maran · Abhishek Maran
Where Has All The Money Gone?
Abhishek Maran · Abhishek Maran
Where Has All The Money Gone?
Collaborative Fund
A Few Questions
Mouro Capital
Financial crime in fintech times
Abe Murray
AlleyCorp Robotics | June 2023 News Rollup
MaC Venture Capital
Avala: People-First AI
John Tough
Capital Goods Valuations – Current Market Disconnect
Shomik Ghosh
Memphis: Building Stream Processing that Doesn’t Suck (aka a Delightful Dev First…
SignalFire
You know you need a customer success team when…
Aubrie Pagano
A Covid Hangover
John Tough
Blackstone invests $1 billion more into Invenergy
Charles Hudson
All Venture Booms End with a Return to Governance
Semil Shah
It’s A Whole New World Of Streaming With Redpanda Data
Next Big Thing · Nikhil Basu Trivedi
Five Themes for New Investments in Mid-2023
Alpaca VC
Meet Alpaca’s New Chief of Staff — Julie Cerick
Chris Neumann · Chris Neumann
It's Not Just What You Say, It's How You Say It
David Paul · David Paul
What I Learned from Reading "What Could Go Right: Designing Our Ideal Future to Emerge from Continual Crises to a Thriving World"
Saastr
Dear SaaStr: What Are The Biggest Lessons You’ve Learned from Failure as an Entrepreneur?
Turner Novak
🎧🍌 The iPhone For Your Dog | Ken Ehrman (Co-founder, Halo Collar)
Kyle Poyar's Growth Unhinged · Kyle Poyar
Lessons learned scaling to $5B with Cockroach Labs’ CEO
Kyle Poyar's Growth Unhinged · Kyle Poyar
Lessons learned scaling to $5B with Cockroach Labs’ CEO
Balderton
Our Investment in TreasurySpring
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Crypto Needs Blackrock
Madrona Ventures
Welcome Venture Partners Loren Alhadeff, Mark Nelson, and Ted Kummert

Tuesday, 27 June 2023

14 pieces
This is Going to be BIG · Charlie O'Donnell
This is Going To Be... Not on Substack
A16Z Crypto
read, write, own; play; catch up! summer roundup part 1
InfoArbitrage · Roger Ehrenberg
Why we’re going deep on Betr: The Entertainment-ification of Sports
A Wealth of Common Sense · Ben Carlson
The 3 Kinds of Inflation
Frankly Speaking · Frank Wang
Having only security operations is ok
Uncork Capital
Uncork Raises $400M to Invest in and Support Seed-Stage Startups From Inception Through Growth
Redpoint Ventures
Fresh Ink: Welcoming Cyera, Transforming the Data Security Market for the Cloud Era
Arif Janmohamed
Why Lightspeed is Leading Redpanda’s $100 Million Series C
Lightspeed Venture Partners
Why Lightspeed is Leading Redpanda’s $100 Million Series C
John Tough
The Decade(s) of Batteries is Imminent
Turner Novak
🎧🍌 The Peel Episode 1: Building McDonald's for the Next Generation | Jonathan Neman, Co-founder and CEO of Sweetgreen
The Rebooting
Semafor and Puck bet on stars
Upper90
Why Capital Diversification Matters
My Climate Journey · Jason Jacobs
Climate Simulations: The Flight Plan for a Resilient Planet
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