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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

Friday, 12 May 2023

12 pieces
Arda Capital · Arda Capital
GitLab, AI Eating Software, and Is Sam Altman Syndrome?
Elad Gil
Fireside chat signup: Claire Hughes Johnson, former COO Stripe on "Scaling People"
Peter G Schmidt · Peter G Schmidt
Callan Harrington Wants You To Focus
Clouded Judgement · Jamin Ball
Clouded Judgement 5.12.23
Movements · Adam Feldman
The Paris Bike Boom: The change was not a pie in the sky after all | May 12, 2023
AVC · Fred Wilson
Funding Friday: Crowdfunding Restaurants Via Blackbird
Not Boring · Packy McCormick
Weekly Dose of Optimism #42
Nongaap Investing · Mike
[Premium QN] Ripple Effect
The Micromobility Newsletter · Team M
½ Price Ending · Hotels Filling Up
Manan Modi
9 New Google AI Features That’ll Change Everything
Building Rome(s) · Aadil Maan
Ask Aadil - Wrong way to use the TPM function
Tomasz Tunguz · Tomasz Tunguz
Seeking a Distribution Advantage with AI

Thursday, 11 May 2023

28 pieces
yCombinator
Welcome back to YC, Emmett Shear and Wayne Crosby
Lightspeed Venture Partners
Introducing Generative LA
Loup Ventures
Google Search Is Getting an AI Overhaul
Boldstart VC
Improving adoption with the product usage report email
A Wealth of Common Sense · Ben Carlson
The Biggest Asset Bubble in History
Notorious PLG · Zach DeWitt
NPLG 5.11.23: No-Code + AI + PLG (Glide)
Revolution
Moonshots, Momentum, and Legislative Tailwinds Beyond Silicon Valley
Sequoia
Autonomous Agents Perspective
Fika Ventures
Unlocking the Potential of Instant Payments: The Federal Reserve’s New Infrastructure
Sam Smith-Eppsteiner
Decarbonizing the built environment
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
A Conversation With Alex Banks
Point72 Ventures
Lexion raises $20M Series B Funding lead by Point72 Ventures
My Climate Journey · Jason Jacobs
Our Investment in Kodama Systems
Patent Drop
PATENT DROP: Apple has its eyes on the prize
Patent Drop
PATENT DROP: Apple has its eyes on the prize
The Rebooting
Ambient media
Ian's Blog: Nominal Returns · Ian Gutterman
What’s The Biggest Risk To Banks? Non-Banks Acting Badly
Point Nine News
Generative AI: An Asteroid Impact Event on B2B Software
Alpaca VC
Alpaca VC’s First-Ever Brand Discovery Report:
Glasswing VC
Glasswing Ventures Appoints Kleida Martiro as Partner
Glasswing VC
Transformation: My Personal Journey, My Career, and the Founders’ Story
From Cell to System · Morgan Cheatham
Command Line Medicine
The Micromobility Newsletter · Team M
🧑‍🏭 VanMoof Goes Back to Basics With Cheaper S4 & X4
OpenView Partners
Inside ClickUp’s Journey to 8 Million Users
David Paul · David Paul
The Pendulum of Platforms vs. Best-in-Class Software Solutions
Apex Venture Studio
Why not You?
Nongaap Investing · Mike
Illumina: Commencing a Regulation Game
Joe Lonsdale
Ep 57: Balaji Srinivasan on the Origins & Severity of the Bank Crisis, the Future of Bitcoin, and "Make America States Again"
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