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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

Sunday, 16 April 2023

4 pieces
Venture Prose
PE Slapping VC
David Paul · David Paul
Weekend Reads and Listens: Trying to Stay Grounded
Investing in AI · Rob May
Does ChatGPT Mean Humans Are Stochastic Parrots?
The Generalist · Mario Gabriele
Exploring Productive Bubbles

Saturday, 15 April 2023

9 pieces
Erik Torenberg
The Limitations of Freedom
Forerunner Ventures · Forerunner Ventures
The CQ: The Influencer After Life and Rise of "Quiet Luxury"
Kyle Harrison
Building an Actual Unicorn
On My Mind · Michael Dempsey
2022 Compound Annual Letter + TechBio Collective
BIG by Matt Stoller · Matt Stoller
The Military-Industrial Stock Buyback Complex
BIG by Matt Stoller · Matt Stoller
The Military-Industrial Stock Buyback Complex
Pirate Wires · Mike Solana
The White Pill, a New Weekly
Ed Sim
What's 🔥 in Enterprise IT/VC #337
Pirate Wires · Mike Solana
The White Pill // Malaria Vaccine, a Mind-Bending AI Study, the Origin of Water

Friday, 14 April 2023

26 pieces
A Wealth of Common Sense · Ben Carlson
Would You Rather Outperform During Bull Markets or Bear Markets?
Struck Capital
Why We Invested: Reef.ai
Loup Ventures
Everyone Is Talking About AI, Don’t Forget About the Metaverse
Movements · Adam Feldman
Driverless cars - A blessing or a menace in disguise? | April 14, 2023
Newcomer · Eric Newcomer
VCs Flock to the Middle East, SoftBank Sells Alibaba Shares, Spark's AI Push & YC Drama
The Data Source · Priyanka Somrah
Programmable Compute, the Next Big Thing in ML Infrastructure? 🧐
Jordan Cooper · Jordan Cooper
AI, Robotics, and the future of our species
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Lombard Street Medium
YC W23: trends, thoughts, investments
Anthemis Insights
Flyby: Why We Invested
Massimo Sgrelli
Join me on Notes
Net Interest · Marc Rubinstein
So You Want to Launch a Hedge Fund?
Janelle Teng
State of the Cloud 2023
David Paul · David Paul
Q1 2023 Public/Private Market Outlook
A16Z Home Feed
Field Notes: Breakout Strategies with Deb Liu (Part 2)
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The AI Watchdogs are Coming
A16Z Home Feed
The Modern Transactional Stack
Clouded Judgement · Jamin Ball
Clouded Judgement 4.14.23
Peter G Schmidt · Peter G Schmidt
Healthcare Software Comps - 4.14.2023
Arda Capital · Arda Capital
Messy Middle and When Religion Isn't Enough
Arda Capital · Arda Capital
Messy Middle and When Religion Isn't Enough
My Climate Journey · Jason Jacobs
Lighting the Way to Greener Chemical Production
Not Boring · Packy McCormick
Weekly Dose of Optimism #38
Pirate Wires · Mike Solana
Respectability Politics Works
Digital Native · Rex Woodbury
Viral Growth: How to Keep Lightning in the Bottle ⚡️
The Micromobility Newsletter · Team M
⏳ Hurry: Early pricing ends today for Micromobility Europe

Thursday, 13 April 2023

1 pieces
Battery Ventures
“Sound Bites” with Bill Binch and Neeraj Agrawal, Featuring Michelle Benfer, SVP of Sales at Hubspot
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