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…

Monday, 10 April 2023

3 pieces
Nongaap Investing · Mike
[Premium] There Will Be Buyouts
Nongaap Investing · Mike
[Premium] There Will Be Buyouts

Friday, 7 April 2023

18 pieces
BIG by Matt Stoller · Matt Stoller
How Obamacare Created Big Medicine
BIG by Matt Stoller · Matt Stoller
How Obamacare Created Big Medicine
Bottom Up by David Sacks · David Sacks
What is Bottom Up SaaS?
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Digital Native · Rex Woodbury
The AI State of the Union
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Bonus Post - Game on in Generative AI!
A Wealth of Common Sense · Ben Carlson
The Ultimate Level of Wealth
Stealing Signs · Jackson Bubala
Opening Day & Ballpark Tech
Peter G Schmidt · Peter G Schmidt
Healthcare Software Comps Tracker
Top posts this week