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SAT 07 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

Saturday, 21 January 2023

1 pieces
Foundation Capital
B2BaCEO Newsletter: January 2023

Friday, 20 January 2023

23 pieces
A Wealth of Common Sense · Ben Carlson
Why Invest in Stocks When Bond Yields Are Higher?
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Ripple Ventures
Our Investment in WaivetheWait — Fellow Fund
Turner Novak
Shein's Valuation Drops 36%
Turner Novak
Shein's Valuation Drops 36%
Craft Ventures
Figma’s Early Days: Growth Marketing Lessons
Joe Lonsdale
Gavin Newsom Chickens Out On Homeless Accountability
Newcomer · Eric Newcomer
Ten Charts That Explain the 2022 Pullback
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Moats in the Era of AI
Movements · Adam Feldman
The future of public transport lies in resilience | January 20, 2023
Net Interest · Marc Rubinstein
Broker Rivalry
Kyle Harrison
Thinning The Herd
Ian's Blog: Nominal Returns · Ian Gutterman
What You Missed This Week
Clouded Judgement · Jamin Ball
Clouded Judgement 1.20.23
My Climate Journey · Jason Jacobs
Our Investment in Sublime Systems
Not Boring · Packy McCormick
Weekly Dose of Optimism #26
Chris Harvey
#23 Episode - VC Jargon & Technical Terms
Charles Hudson
Honest and Naive Questions from a Generalist Seed VC Grappling with the Generative AI Revolution
All Raise
Welcome Dana Wildeboer, Head of Marketing & Communications
Loup Ventures
Google Will Respond to ChatGPT
Uncork Capital
Presso Raises $8M to Help Hotels Make a Comeback with Low Carbon, Robot Garment Care Machines
luttig's learnings · John Luttig
Is AI the new crypto?
luttig's learnings · John Luttig
Is AI the new crypto?

Thursday, 19 January 2023

16 pieces
Foundation Capital
FC’s Generative AI Challenge
Loup Ventures
Google Will Respond to ChatGPT
On My Mind · Michael Dempsey
U-Shaped Token Curves + Stablecoins & Dollar Dominance
Fractal Software
There’s Nothing Small About Niche Software Businesses
Aubrie Pagano
Couture, Returns, Humble Brags and Top VC Predictions for 2023
A Wealth of Common Sense · Ben Carlson
Is It Realistic to Have 100% of Your Portfolio in Stocks?
Lightspeed Venture Partners
Fintech Trends for 2023 and Beyond
Collaborative Fund
FOMO: The Worst Financial Trait
A16Z Home Feed
Encouraging informed participation in decentralized governance: the problem with slashing or majority rewards
Feld Thoughts · Brad Feld
Interviews about Dealing with 2023
The Rebooting
Ownership
First Round Review
Small Habits Co-Founders Can Hang On to as They Build the Plane While Flying It
Patent Drop
PATENT DROP: Open Wide and Say "Selfie!"
A16Z
Who Owns the Generative AI Platform?
A16Z
The key to selling in a downturn—and showing customers why you’re valuable
Cowboy Ventures
Making Money from Open Source
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