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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

Friday, 2 December 2022

26 pieces
Madrona Ventures
Charles Lamanna: The Future of Foundation Models
A Wealth of Common Sense · Ben Carlson
Some Thoughts on Active vs. Passive, Bear Markets vs. Recessions, Inverted Yield Curves & Holiday Weight Gain
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Sparrow One
The opportunity in Big Tech's mass layoffs
Movements · Adam Feldman
Polestar joins the micromobility race | December 03, 2022
Greylock News
Getting Creative at Scale
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
All The Fun You Can Have with Foundations
Net Interest · Marc Rubinstein
The New Conglomerates
Li Jin
The Long View: Web3 and User Ownership
Li Jin
The Long View: Web3 and User Ownership
Pirate Wires · Mike Solana
Friday Open Thread
Semil Shah
From Easy Money To Hard Conversations
Turner Novak
Are We in a Friendship Recession?
Turner Novak
Are We in a Friendship Recession?
MaC Venture Capital
Buzz Solutions: Transforming Asset Inspections with AI
Loup Ventures
Tesla Puts Semi Makers on Notice
Memory Leak
Memory Leak — #9
Clouded Judgement · Jamin Ball
Clouded Judgement 12.2.22
My Climate Journey · Jason Jacobs
Our Investment in Hoxton Farms
Not Boring · Packy McCormick
Weekly Dose of Optimism #22
The Diff
GitLab, Tools, and Strategy
This Week in Fintech
This Month in Fintech - China (November’22)
This Week in Fintech
Would you go to your boss for a savings account and a loan? (TWIF 12/2)
Alex Lazerow · Alex Lazarow
Generative AI, data breaches as personal liability, camel contagion
Madrona Ventures
Data Boundaries are Blurring in a Multi-Cloud World
Multicoin Capital
Watch Videos From The 2022 Multicoin Summit

Thursday, 1 December 2022

14 pieces
Loup Ventures
Cook’s Crisis Management Superpower
Janelle Teng
Scaling GTM from $25 to $50 million ARR
Gaby Goldberg
Talking to the Protocol
Battery Ventures
Fantastic Developer Community Heroes and Where to Find Them
Notorious PLG · Zach DeWitt
NPLG 12.1.22: APIs & PLG
A Wealth of Common Sense · Ben Carlson
Is Real Estate a Better Investment Than the Stock Market?
Lightspeed Venture Partners
Valence Voices: Tyreena Heck, Grafana Labs
Mahesh Vellanki
NFT META (Most Effective Tactics Available) — The Established & Changing Trends for NFTs
Pirate Wires · Mike Solana
Trash Fire: The Collapse of Philadelphia
My Climate Journey · Jason Jacobs
Decarbonizing drayage trucking with Forum Mobility
Fractal Software
Year in Review: Vertical SaaS in Public Markets
First Round Review
Investing in Internal Documentation: A Brick-by-Brick Guide for Startups
The Rebooting
Revenge of the makers
The Rebooting
Revenge of the makers
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