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SUN 08 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

Monday, 15 May 2023

9 pieces
Patent Drop
PATENT DROP: Snap can show you the world
Radical VC
Radical Reads: The High-Stakes Geopolitics of AI Chips
David Paul · David Paul
The Illusion of Being the Smartest Person in the Room
The Sociology of Business · Ana Andjelic
Death of a fashion genre
Point Nine News
PART II: Routes to defensibility for your AI Startup
Stratechery
Google I/O and the Coming AI Battles
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Fidelity Digital Assets Mailbag
Akash Bajwa
Second-order effects of AI in Vertical SaaS
Steven Sinofsky
205. Regulating AI: Is being proactive now the right first step?

Sunday, 14 May 2023

16 pieces
Ascend
Seattle VC Profile: James Wu, First Round
Sunday Snapshots · Sidhartha Jha
Beli: Food for thought
Sunday Snapshots · Sidhartha Jha
Beli: Food for thought
Accelerated · Justine & Olivia
🚀 Twitter announces new CEO
Marque VC
The Merge Podcast: Lockheed Martin Ventures
Investing in AI · Rob May
The Intimacy Limen In AI
The Takeoff
Scheduling in Digital Health
BIG by Matt Stoller · Matt Stoller
Time to Break Up Hollywood
BIG by Matt Stoller · Matt Stoller
Can a Writers Strike Save Hollywood from Monopoly?
A Wealth of Common Sense · Ben Carlson
Roughly Right or Precisely Wrong
Erik Torenberg
The Techlash That Never Happened
Glasswing VC
US tech policy must keep pace with AI innovation
Kiera Klinsky
For weeks now: an ode to music
David Paul · David Paul
Weekend Reads and Listens - minus the reads
Pirate Wires · Mike Solana
Don’t Be a Bigot, It’s “Houseless” Now
The Generalist · Mario Gabriele
Watershed: A Climate Pragmatist

Saturday, 13 May 2023

6 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: The Decline of Mass Appeal, Free Returns, and Prime-Age Workers
Saastr
11 Signs To Predict If a Venture Investment Will or Won’t Work Out
Kyle Harrison
Chasing The Rush of Creation
Ed Sim
What's 🔥 in Enterprise IT/VC #341
Pirate Wires · Mike Solana
The White Pill: F*** Pancreatic Cancer
Manan Modi
7 Ways Google’s New AI Features Will Revolutionize Startups

Friday, 12 May 2023

9 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
A Wealth of Common Sense · Ben Carlson
The Housing Market Lottery
Turner Novak
AngelList Thinks Your Venture Investments Probably Aren't Getting Marked Up
Late Checkout · Greg Isenberg
Making Products that Spread like Wildfire
Madrona Ventures
Startup Series – Great Leaders Change Company Trajectory
Grounded
It’s Skills, Stupid
Newcomer · Eric Newcomer
Venture Capital Returns, Zipline's Mega Round & Updates from Silicon Valley
Net Interest · Marc Rubinstein
Vivat Charles Schwab
My Climate Journey · Jason Jacobs
The Digital Glue for Energy Devices
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