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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

Tuesday, 3 January 2023

9 pieces
Alpaca VC
PropCo Sector Spotlight: Multifamily
OpenView Partners
From 0 to 200,000 Users in 14 Months: The Tango Tale
Nongaap Investing · Mike
[Premium] Accounting for Event-Driven Results
Sar Haribhakti
Scatter Brain highlights
The Micromobility Newsletter · Team M
🔮 2023 Predictions
New Economies · Ollie Forsyth
Generative AI landscape
New Economies · Ollie Forsyth
Generative AI landscape
Deconstructor of Fun
Brawl Stars Ditched the Loot Boxes - Was it a Good Move and Should Other Games Follow?
Octahedron Capital
A Few Things We Learned - Oct/Nov/Dec'22

Monday, 2 January 2023

12 pieces
Startup Hacks · Alex Iskold
Understanding Founder Roles and Types of Stocks
Tanvi Lal
Tanvi’s Take: Fintech in 2023
Crypthechie · Nakul Gupta
Drop #1: Soul Wallet, Pouch.ph and EigenTrust
Continuations · Albert Wenger
A Philosophical Start to 2023
Feld Thoughts · Brad Feld
What Just Happened
A Wealth of Common Sense · Ben Carlson
2022 Was One of the Worst Years Ever For Markets
David Paul · David Paul
My 20 Business Wins for the Year in 2022 and my Top Podcast Episodes and Blog Posts
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Lifetime Income
The Sociology of Business · Ana Andjelic
The other vibe shift
Venture Prose
Velocity & Excellence
Radical VC
Radical Reads: 10 AI predictions for 2023 🔮
Crypthechie · Nakul Gupta
Drop #1: Soul Wallet, Pouch.ph and EigenTrust

Sunday, 1 January 2023

7 pieces
Matt Turck
My VC Resolutions for 2023
Sunday Snapshots · Sidhartha Jha
2022 Round Up
Sunday Snapshots · Sidhartha Jha
2022 Round Up
AVC · Fred Wilson
What Will Happen In 2023
Alex Lazerow · Alex Lazarow
Happy New Year!
Below the Line by Kevin LaBuz · Kevin LaBuz
Q4 2022 Quarterly Review
Tomasz Tunguz · Tomasz Tunguz
Sizing the Web3 B2B Software Market

Saturday, 31 December 2022

7 pieces
Securities by Lux Capital
“Securities” by Lux Capital: Best of 2022
AVC · Fred Wilson
What Happened In 2022
Chinese Characteristics · Lillian Li
Chinese Characteristics' 2022 in review
Femstreet
Femstreet's Top Highlights of 2022
Ed Sim
What's 🔥 in Enterprise IT/VC #322
Ed Sim
What's 🔥 in Enterprise IT/VC #322
A Wealth of Common Sense · Ben Carlson
Some Stuff That (Probably) Won’t Happen in 2023

Friday, 30 December 2022

5 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Hunter Walk
Seven Links To Read (12/30/22)
Erik Torenberg
2022 Roundup
Joe Lonsdale
Moving to Substack
Movements · Adam Feldman
The butterfly effect of going electric | December 30, 2022
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