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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, 1 November 2022

27 pieces
Loup Ventures
Apple Is Slowly Diversifying Its Suppliers Outside of China
Greylock News
When Women Lead
Lerer Hippeau
Web3 with Gary Vee: Why Care, and What’s Next?
OpenView Partners
Inside Hotjar’s Bootstrapped PLG Strategy
A Wealth of Common Sense · Ben Carlson
Why Today’s Inflation is Not a Repeat of the 1970s
Fractal Software
The State of Vertical SaaS 2022
Craft Ventures
Figma’s Early Days — How Patience & Discipline Fostered a Killer Product
Who is Nnamdi? · Nnamdi Iregbulem
It's Valuations (Almost) All the Way Down
Frankly Speaking · Frank Wang
Frankly Speaking - How Zscaler fails
The Rebooting
Big Tech in transition
The Rebooting
Big Tech in transition
notes & upside · Nandu Anilal
The Evolution of Infrastructure Markets — Cloud Computing
Margins of Medicine · Sherman Leung
Applying EM + Joining a16z!
David Paul · David Paul
Rahul Sidhu of SPIDR Tech on Building a Vertical SaaS Company for Public Safety, Being a First Responder while an Entrepreneur, and Finding Product Market Fit.
Insight Partners
Sales Compensation Planning: 4 Learnings from ScaleUp Software Revenue Leaders
Feld Thoughts · Brad Feld
Book: Three Laws Lethal
This Week in Fintech
Hey Fintech Friends #10 ft Kurt Lin
Sar Haribhakti
Rise of Generative AI will be comparable to the rise of CGI in the early 90s
Point72 Ventures
Generative AI: Context Is All You Need
Point72 Ventures
Generative AI: Context Is All You Need
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: An Ominous October.
The Diff
How Do You Tax a Windfall, Anyway?
Alpaca VC
Insight: Here’s What Industry Experts Told Us About the PropCo Landscape + What’s Next
A16Z Home Feed
Investing in Rewind
The Micromobility Newsletter · Team M
🌱 The Microcar Is Getting Big
Dawn Capital
Embedding peace of mind: Why we invested in Cover Genius
Alex Lazerow · Alex Lazarow
Trick or treat: Is fintech dead? To venture capital or not?

Monday, 31 October 2022

13 pieces
Battery Ventures
It’s All About the Data
Newcomer · Eric Newcomer
✉️ Submit Your Questions for the First Newcomer Mailbag
Nongaap Investing · Mike
[Premium] Governance Analytics
Medha Agarwal
How Payments Were Won: An Inside Look At Fintech’s Original Embedded Service
Fika Ventures
Fika LP Summit Healthcare Panel: A Dialogue on the Urgency of Leveraging Data
A16Z Home Feed
Partner Bank Compliance and the Impact on Fintech (October 2022 Fintech Newsletter)
Hunter Walk
“You have to fight the urge to do everything the same way you did it the first time:” Pros and Cons…
Radical VC
Radical Reads: Richard Socher on Building AI Products
Casey Accidental
Finding Product/Market Fit with Network Effects
This Week in Fintech
This Week in Policy (10/31)
Stratechery
Meta Myths
Sar Haribhakti
"I have come to appreciate both ambitious design & technical stability."
TMV
Meet Topline Pro
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