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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, 6 December 2022

8 pieces
Alpaca VC
PropCo Investment Framework: Top-Down Approach
Alpaca VC
White Paper: The Intersection of Construction Tech and FinTech
Sar Haribhakti
Modern entertainment payroll for the project economy
A16Z Home Feed
Brian Quintenz – a16z crypto’s New Head of Policy
Earlybird's Insights
Earlybird’s Engineering Team Welcomes 3 New Joiners
Aashay Sanghvi
4 questions on AI
Manan Modi
Five principles of startup product management: what is a startup product manager?
Multicoin Capital
Watch Videos From The 2022 Multicoin Summit

Monday, 5 December 2022

32 pieces
Erik de Stefanis · Erik de Stefanis
Swedish Startup "Clones"
Madrona Ventures
Why We Invested in Runway: The Next-Generation Content Creation Suite
Montage Sequence · Sriram Krishnan
Proposal: Transparent content moderation
Insight Partners
[Recording] Winning in 2023: Sales KPIs for Sustainable Growth
BIG by Matt Stoller · Matt Stoller
Ron DeSantis' Quiet Relationship with Amazon
Deconstructor of Fun
How Mobile Games Can Buck the Recession
Hunter Walk
Don’t Believe The Terminator Movies, Artificial Intelligence’s First Strike Against Humanity Is By…
My Climate Journey · Jason Jacobs
Tackling net zero targets with Cox Enterprises
This Week in Fintech
This Week in Policy (12/5)
Frankly Speaking · Frank Wang
Frankly Speaking - Why security is easy
Cowboy Ventures
Jillian Williams is our new Partner at Cowboy, Yee Haw!
This Week in Fintech
TWIF UK & Europe (05/12) - Time for fintech awards season
OpenVC.app
Venture Capitalists: Open the gates and let the crowds in
Medha Agarwal
Banking as a Strategy: How non-fintechs have approached the challenge
Stratechery
AI Homework
Red River West
Signal-to-noise Ratio
Not Boring · Packy McCormick
Four Seasons Total Tech
The Diff
The Uses of Friction
David Paul · David Paul
Getting Through Fear, Ending the Year Strong, and Great Investor Substacks
The Sociology of Business · Ana Andjelic
The book edit
A Wealth of Common Sense · Ben Carlson
Talk Your Book: An Update on Private Markets
This is Going to be BIG · Charlie O'Donnell
How Generative AI is Going to Change Your Life and Mess Everything Up in the Process
Continuations · Albert Wenger
Not-Yet-Full Self Driving on Tesla (And How to Make it Better)
Cowboy Ventures
Becoming a Cowboy Partner!
Deconstructor of Fun
Bucking the Recession
TCV
Our investment in Allica: Full-suite SME banking that customers love
TCV
Our investment in Allica: Full-suite SME banking that customers love
AVC · Fred Wilson
Sign Everything
This Week in Fintech
This Week in Fintech: Special Guest Jillian Williams
Nongaap Investing · Mike
[Premium] Hacking Equity Compensation
Building Rome(s) · Aadil Maan
BA 48/52: The Right Type Of Solution
Nongaap Investing · Mike
[Premium SN] Ephemeral or Real Signal?
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