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Friday, 21 August, 2026
Deciens
Epistula #15: The Risks We Choose
A Wealth of Common Sense | Ben Carlson
The 401k Has Been a Success
Glenn Borok
Data Centers Are Losing a Fight They Should Be Winning
Net Interest | Marc Rubinstein
Great Scott
On My Mind | Michael Dempsey
The Forest is Always Dark
Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu
Execution Is The Moat
99% Derisible | Yoni Rechtman
Our 2Q letter to LPs
Newcomer | Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund Model
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their story
Not Boring | Packy McCormick
Weekly Dose of Optimism #207
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.
A16Z
Charts of the Week: Winds of Thematic Change
Clouded Judgement | Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?
Tomasz Tunguz | Tomasz Tunguz
Mainframes became personal. So will your data center.
Thursday, 20 August, 2026
Next Big Thing | Nikhil Basu Trivedi
Skydive
Making Connections by Jax | Jax Vullinghs
Grok Bot wins the first 15 seconds
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agenda
Earnest Sweat
Everyone Shoots Threes Now
The Story of a Cap Table: OpenRouter
Why the Stock Market Has to Crash
Phin Barnes
Raise less and build software
Software Multiples Are Up, And Staying Up
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.
