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MON 09 NOV 2026 · 120 new pieces this week

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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 & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 11 November 2026

1 pieces
Sequoia
Partnering with Edelbyte: Data Infrastructure That Keeps Up With AI's Curiosity↗Infra · Data

Monday, 9 November 2026

4 pieces
Saastr
Dear SaaStr: What Can a Startup Do to Get Their Customers to Pay on Time?↗Enterprise
The Sociology of Business · Ana Andjelic
How to operationalize a brand world↗MarTech · Consumer
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Wall Street Mocks Bernie Sanders as “Almost Dead”
A Wealth of Common Sense · Ben Carlson
Expect Less and Appreciate More↗Market

Sunday, 8 November 2026

8 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (11/06/2026): RAM & Rewiring↗AI · Infra
Guru Chahal
Weekly Technology Digest — November 7, 2026↗AI · Infra · Security
Saastr
Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor↗AI · Enterprise
Saastr
Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced↗Market · Fintech
Earnest Sweat
Three Rounds in a Trench Coat↗Market
Lenny's Newsletter
Why PMs are suddenly valuable again | Tulsee Doshi (Head of Product, Gemini)↗Infra · AI
Investing in AI · Rob May
The Game Theory Of Data Centers. Why The MidTerm Election Results Won’t Impact It At All.↗Infra · Climate
Saastr
Dear SaaStr: What Are the First Things VCs Notice When a Team of Founders Starts Pitching to Them?↗Market

Saturday, 7 November 2026

9 pieces
Guru Chahal
Price the Whole Round↗Market
Youssef Kalad
There’s a road that I travel, that I’ve traveled before↗Deals
Kyle Harrison
A Tale of Two (Weird) Cities↗Built World · Gov
A16Z
Hip-Hop Has No Social Security. Paid in Full Is Trying to Change That.↗Media · Market
Saastr
A Critical App We Pay For Went Down for 2 Days. They Never Offered a Credit. I Won’t Forget.↗Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #523↗AI · Infra · Market
Saastr
Gartner Sees Software Growing 14.6% to $1.68 Trillion in 2027: Models at 117%, AI App Platforms at 39%, and Price Increases Doing a Lot of the Work↗AI · Enterprise
Saastr
SaaStr AI App of the Week: Base44. One Founder, Zero Funding, $80 Million From Wix in 6 Months. Now at $200 Million ARR.↗AI · Enterprise
The Micromobility Newsletter · Team M
Inside Micromobility America 2026: What to Expect↗Mobility

Friday, 6 November 2026

18 pieces
Hunter Walk
Focus on Finding Role Models, Not Mentors↗Market
Hunter Walk
Focus on Finding Role Models, Not Mentors↗Market
A Wealth of Common Sense · Ben Carlson
Diversification & Drawdowns↗Market
Madrona Ventures
Madrona Prize 2026: AI Meets the Physical World↗AI · Infra · Robotics
Newcomer · Eric Newcomer
CEOs of Perplexity, Applied Intuition, Flapping Airplanes, Vercel & General Catalyst Join Cerebral Valley Speaker Lineup Ahead of Our Summit Next Week↗Market
Stratechery
Falling Leaves (and Stocks)↗AI · Enterprise · Market
Net Interest · Marc Rubinstein
The Insatiable Demand for Alpha↗Market · Banking
Supercruise
Accelerant, Not Requirement↗Market
Better Tomorrow Ventures
Does Not Compute↗Infra · Market
A16Z
Defense in Depth, Rebuilt for Machine Speed↗Security · AI
Newcomer · Eric Newcomer
The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley↗AI · Infra · Market
Alex Lazarow · Alex Lazarow
Fintech Investors Left Money20/20 Debating The Future Of Fintech ↗Fintech · AI · Crypto
Sammy Abdullah
SaaS S&M Does Not Get More Efficient With Scale↗Enterprise · Market
A16Z
Charts of the Week: Apple Skips Capex, and the Crowd Goes Wild (Sort Of)↗AI · Consumer · Gaming
Saastr
Top 5 Learnings from Vercel’s COO: 10 SDRs Down to 1, a $5K-a-Year Lead Agent, and 93% of Support Cases Handled by AI↗Enterprise · DevTools · AI
99% Derisible · Yoni Rechtman
Data to deployment↗AI · Data
Clouded Judgement · Jamin Ball
Clouded Judgement 11.6.26 - The Agent Cloud↗Infra · AI
Not Boring · Packy McCormick
Weekly Dose of Optimism #218↗AI · Health · Bio
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