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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, 7 April 2023

3 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #37
Pirate Wires · Mike Solana
Speculation That Twitter Disabled Retweets Of New Substack Links Spreads
Tomasz Tunguz · Tomasz Tunguz
The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Thursday, 6 April 2023

27 pieces
Newcomer · Eric Newcomer
Open-Source AI: Replit's Amjad Masad & Hugging Face's Clem Delangue
Clouded Judgement · Jamin Ball
Clouded Judgement 4.7.23
Eric Feng
The importance of user onramps for new technologies; what the metaverse, blockchain, and other…
Kyle Harrison
Relationship Liquidity
Spencer Peterson · Spencer Peterson
Saturated
Waiting Room · Nikita Singareddy
Contracts Under Coercion
Collaborative Fund
Collab's Sustainability Board: Stacy Kauk from Shopify
Collaborative Fund
Our Investment in Alga Bio
Frankly Speaking · Frank Wang
Unpaywalled: The next 10B+ security companies
Pirate Wires · Mike Solana
Robots are Racist
Patent Drop
PATENT DROP: Meta’s Perfect Picture
Patent Drop
PATENT DROP: Meta’s Perfect Picture
The Rebooting
AI's coming media shakeout
7wire Ventures
7wireVentures Presents: Top of The Ladder Featuring 7wire Entrepreneur in Residence & InCommon CEO, Dan Michelson
Paraj Mathur
The Marketplace Equation
Memory Leak
Our Investment in Chroma — The Developer-Centric Embedding Database
The Data Source · Priyanka Somrah
The Data Source #13 | Software Observability & Debugging in 2023 ⚙️ 🔧
Late Checkout · Greg Isenberg
How AI will solve all your problems
A16Z Home Feed
Vertical Operating Systems: One System of Record to Rule Them All
David Paul · David Paul
When Your Early Adopters Lie About Buying Your Software
A Wealth of Common Sense · Ben Carlson
50 Ways the World is Getting Better
Notorious PLG · Zach DeWitt
NPLG 4.6.23: Ease of Adoption (Plain)
The Micromobility Newsletter · Team M
🏍 New Motorbikes from Sondors, Stilride, Super73 + More
OpenView Partners
How Early-Stage Startups Can Offer Generous Parental Leave
Picus Capital
Securing the Future: Staying Ahead of Generative AI in Cybersecurity
Carolina Rojas
Why We Invested: Presta
Multicoin Capital
Multiplayer Mode

Wednesday, 5 April 2023

10 pieces
Madrona Ventures
GitHub CEO Thomas Dohmke on Generative AI-powered Developer Experiences
Foundation Capital
Digital Warfare with One of the World’s Greatest Hackers
Pirate Wires · Mike Solana
The TikTok Power Broker Index
My Climate Journey · Jason Jacobs
The Problem with Bioplastics
Lightspeed Venture Partners
A Total Addressable Market (TAM) Masterclass
Forerunner Insights
The Next Wave of Game-Changing Companies Will be Life-Changing Companies
Joe Lonsdale
Ep 52: An Orthodox Jew Building in Saudi Arabia! The Middle East's Modern Renaissance with Yitz Applbaum
Lerer Hippeau
We’re hiring a Finance Controller
Pirate Wires · Mike Solana
Compression Prompts Reveal GPT's "Hidden Languages"
Venture Upward · David Beisel
The SVB Failure Test
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