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SAT 07 NOV 2026 · 134 new pieces this week

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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

Tuesday, 21 March 2023

29 pieces
Race Capital
Race Capital Fund II: Building the Next Generation Software Infrastructure
Newcomer · Eric Newcomer
Peering Over the Edge of Death (with Jon McNeill)
Venture Unlocked · Samir Kaji
Shuly Galili of UpWest on building lasting partnerships and how they bridged the gap between Israeli founders and the US Market
Deconstructor of Fun
A race to the bottom on creator royalties?
Matt Brown
Why aren’t there more winner-take-all dynamics in fintech?
My Climate Journey · Jason Jacobs
Tracking the Biden Boom in the EV Supply Chain
Janelle Teng
Unleashing the full potential of unstructured visual content with Coactive AI
Redpoint Ventures
Fresh Ink! Welcoming DragonflyDB, the modern in-memory datastore
OpenView Partners
Introducing the Scaling Product Management From Series B to IPO Series
A Wealth of Common Sense · Ben Carlson
The Happiness Paradox
Qasim Mohammad
Edit No. 24: A discussion on the consumerization of healthcare
Greylock News
Scaling with Intuition
Charles Hudson
Why We Aren’t Seeing More Down Rounds
David Mullen
Barbarians At, Within, and Beyond the Gates: Open Banking & Fintech’s Great Security Opportunity
A16Z Home Feed
“Adventure is out there!”: Opportunities in AI x Travel
The Rebooting
Media schadenfreude
Feld Thoughts · Brad Feld
When LLMs Collide With Software Development and Economics
Greycroft
Unbundling Change Healthcare
Ryan Shannon · VC @ Radical Ventures
What even is a "Moat", anyway?
Memory Leak
Our Investment in DragonflyDB
A16Z Home Feed
Investing in CCP Games
Arda Capital · Arda Capital
Microsoft's Knowledge Graph and Copilot
Arda Capital · Arda Capital
Microsoft's Knowledge Graph and Copilot
The Micromobility Newsletter · Team M
🎉 Cowboy eBike Giveaway
A16Z Home Feed
Investing in Coactive
David Paul · David Paul
Jon Hunter former CRO of +$18B of ARR on What Leadership Really Looks Like in Downturns
Ben Yoskovitz
What is Truly at the Heart of Your Product?
Pirate Wires · Mike Solana
The Tradwife Craze Is About Envy
Multicoin Capital
Multicoin Capital: Our Investment in Seed Club Ventures, a Venture DAO

Monday, 20 March 2023

11 pieces
Tanay Jaipuria · Tanay Jaipuria
Understanding Stripe's Latest $6.5B Fundraise
Short-Formed · Anu Atluru
Agency in the Age of AI
Short-Formed · Anu Atluru
Anxiety, Agency, & Ikigai in the Age of AI
G2VP
Why We Invested in Locus Robotics
Madrona Ventures
Game On in the Generative AI Stack 
Hummingbird VC
Automata: Behind the Scenes
Brendan Baker
How to Build a NetSuite Killer in 2023
My Climate Journey · Jason Jacobs
Using Blockchain for Carbon Accounting
Pirate Wires · Mike Solana
“Ethics” and "Society"
Struck Capital
Meet the Team: Sophia Khan
Battery Ventures' Substack
Breaking Down the Latest Battery Ventures Cloud Software Spending Report
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