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SAT 14 NOV 2026 · 146 new pieces this week

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Not BoringPacky McCormick
Of Miracles and Moats↗
Miracle technologies like AI attract massive capital, spawning oversupply, price crashes, and consolidation—yet ultimately deliver transformative value to consumers.
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 14 November 2026

3 pieces
Stage 2
How to Get Real Value From a Platform’s Startup Program↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #524↗AI · Infra · Market
A Wealth of Common Sense · Ben Carlson
Living a Better Life Now↗Consumer

Friday, 13 November 2026

16 pieces
Madrona Ventures
Software’s Continuous Transformation↗DevTools · Enterprise · AI
BIG by Matt Stoller · Matt Stoller
BLOCKED! Emboldened State Regulators Just Scuttled a Major Money Merger↗Banking · Gov
Newcomer · Eric Newcomer
Nvidia Crises, Anthropic IPO & Off-the-Charts Demand Have the AI World in a Tizzy↗AI · Infra · Market
Making Connections by Jax · Jax Vullinghs
Reflexivity & the great man theory of history↗AI · Semis
Net Interest · Marc Rubinstein
A Banker’s Guide to Anthropic↗Infra · Banking
Saastr
Jensen Resigns, Sequoia Pulls Back to the Bay, and Anthropic’s IPO Draws 6x Demand: The Top Takeaways from 20VC x SaaStr↗Market · AI · Enterprise
Michelle Volz · Michelle Volz
On Fundraising↗Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Jensen Era Ends↗Infra · Semis · Market
A16Z
Big Pharma Can Rival Big Software↗Bio · Infra · Health
Saastr
5 Interesting Learnings from Palantir at $9.3 Billion Run-Rate: 96% Growth, 165% NRR, and U.S. Commercial Passing Government for the First Time↗Enterprise · Gov · AI
99% Derisible · Yoni Rechtman
Note to the team↗AI · Market
Clouded Judgement · Jamin Ball
Clouded Judgement 11.13.26 - The Frontier Blinks↗AI · Infra
Not Boring · Packy McCormick
Weekly Dose of Optimism #219↗AI · Bio · Robotics
Saastr
Dear SaaStr: What Is the Difference Between a Good Salesman and a Great One?↗Enterprise · MarTech
Tomasz Tunguz · Tomasz Tunguz
No Shirt, No Shoes, No Service for Bots↗Retail · AI
Buoyant Ventures · Laura Katzman, Sarah Devermann
The Context Layer: Where AI Efficiency Meets Governance↗AI · Enterprise

Thursday, 12 November 2026

21 pieces
Feld Thoughts · Brad Feld
Book: Playground by Richard Powers↗Market · Media
Saastr
$1 Billion ARR Is the New $100 Million. The Public B2B Companies Below It Show Why.↗Enterprise · AI
A16Z
Super Intelligence-Era Critical Infrastructure Cyber Defense Plan↗Security · Gov · Defense
A Wealth of Common Sense · Ben Carlson
The Bear Markets↗Market
A16Z Crypto
On technological revolutions and world brains↗Market
Newcomer · Eric Newcomer
The AI 100: The 100 Private Companies Defining the Age of AI↗AI · Market
Building Rome(s) · Aadil Maan
I wrote a book. An actual book. About AI for TPMs.↗DevTools · HR
Lerer Hippeau
Please welcome Duet, AI enablement for NP-led primary care↗Health · AI
Maurice Russo
The Shift to Voice↗AI · Consumer
Earnest Sweat
Thank God for Mississippi↗Market
Euclid Ventures
Monetizing Payments in Vertical AI↗Fintech · AI · Enterprise
The Micromobility Newsletter · Team M
MMA26 Day 1 Is a Wrap: Launches, Test Tracks and a Ride to Lime HQ↗Mobility
Sammy Abdullah
AI Commentary from SaaS CEO’s this Q3 Earnings Season↗Enterprise · AI
Turner Novak
🎧🍌 The COO Playbook with Emilie Choi, Coinbase↗Fintech · Crypto · Market
A16Z
Gaming’s Next Origin Stories↗Gaming · AI
Saastr
A Great B2B Agent Doubles Your ACV. Most AI Features Don’t Move It at All.↗AI · Enterprise
USV
The Antifragile Internet↗AI · Security · DevTools
The Sociology of Business · Ana Andjelic
Racing All the Way to the Bank↗Media · MarTech · Retail
NextView VC
Why We at NextView Invested in Tristar AI↗Industrials · AI
Reaction Wheel · Jerry Neumann
Writing at Colossus↗Market
Northside Ventures
Northside Ventures Launches $30m Fund II to Back Canadian Founders at the Earliest Stages↗Market
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On Fundraising
Michelle Volz
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The Jensen Era Ends
Aspiring for Intelligence
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