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THU 12 NOV 2026 · 124 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 MarketsConsumerSemiconductors

Thursday, 12 November 2026

3 pieces
Newcomer · Eric Newcomer
The AI 100: The 100 Private Companies Defining the Age of AI↗AI · Market
Melody Koh · Melody Koh, Partner @ NextView
The grader is the ceiling↗AI · Market
Saastr
Dear SaaStr: How Do You Become Successful at Enterprise Sales? What Are the Biggest Challenges People Experience?↗Enterprise

Wednesday, 11 November 2026

17 pieces
Peter G Schmidt · Peter G Schmidt
Episode 7: Duolingo↗Edu · Consumer · AI
Saanya Ojha
The Apocalypse Is Ahead of Schedule↗AI
Harlem Capital
Inside Aunt Flow: 10 Years, $17M+ Raised, 60,000+ Bathrooms↗Consumer · Market
Harlem Capital
Inside MoviePass: He Bought His Company Back for $140K↗Media · Market
Saastr
Our Agents Never Picked Canva. 10 Learnings on Agent Pricing, Getting Picked, and Security From This Week’s “The Agents” With Ulrik Lehrskov-Schmidt↗AI · Enterprise · MarTech
Earnest Sweat
Nobody Should Be Undisciplined↗Market
Amir Kabir
Edition 71 | 2026 — Space Is Becoming Critical Infrastructure↗Defense · Security · Gov
Sammy Abdullah
R&D Spend Hovers at ~24% of Revenue↗Enterprise
Kyle Harrison
009: Marks, Not Markets↗Market
A16Z
Welcome to the B2A Economy↗AI · Enterprise · DevTools
Not Boring · Packy McCormick
Of Miracles and Moats↗AI · Market
Lenny's Newsletter
Claude Code + Obsidian: My family’s AI brain | Scott Farrar↗AI · Consumer
Lightspeed Venture Partners Blog
Accelerating Intelligence: Our Investment in Fractile↗Infra · Semis
Saastr
Higgsfield Went From $1B to $1.35B in Run Rate in One Month. Now It’s Aiming for $2B by Year-End.↗AI · Media
A Wealth of Common Sense · Ben Carlson
Animal Spirits: What the Hell Just Happened?!↗Semis · AI · Banking
Tomasz Tunguz · Tomasz Tunguz
Who Captures the Most Margin in AI?↗AI · Infra
Sequoia
Partnering with Edelbyte: Data Infrastructure That Keeps Up With AI's Curiosity↗Infra · Data

Tuesday, 10 November 2026

20 pieces
Climate Tech VC
🌎🏛️ Webinar: Breaking down the midterms↗Climate · Infra
Madrona Ventures
World Smart, Corporate Stupid: What It Takes for Models to Understand a Business↗AI · Enterprise · Data
Mountside Ventures
Bootstrapping vs Fundraising: Pros and Cons for Early-Stage Companies↗Market
Saanya Ojha
Anthropic’s Event Horizon↗AI · Infra
Annelies Gamble
“The Best Project Is No Project”: What It Takes to Build a Factory↗Industrials · Built World
Carried Away
Diligence Theater↗Market
Equal Ventures
Lessons from our 5th Annual Emerging Manager Circle Summit↗Market
Convective Field Notes
Why we invested in Reflect Orbital ↗Defense · Climate
A Wealth of Common Sense · Ben Carlson
This is Why You Need a Plan↗Market
Saastr
Anthropic’s IPO Puts ~$216 Billion in Employee Hands. Another $160 Billion Is Reserved for the Next Hires.↗AI · Market
SciFi VC · Alex Hartz
SciFi Investment Theme: Fintech 3.0↗Fintech · AI
Euclid Ventures
You’re Hiring Too Many Reps↗AI · Market
A16Z
Investing in General Translation↗DevTools · Infra
Sammy Abdullah
Strategic Investors Can Be Harmful in Tech↗Market
Simon Wu
The Tenant Is About to Be Worth More Than the Landlord↗Infra · Market
Insight Partners
Behind the investment: Charta Health↗Health · Data
Saastr
AI Startups May Have Fewer Sales Reps. But Not as a Percent of the Team. Has The Playbook Really Changed All That Much?↗AI · Enterprise
Lenny's Newsletter
State of the tech job market: late 2026↗HR · Market
Madrona Ventures
Doubling down on Charta as Healthcare Goes AI-Native↗Health · AI
Investing in AI · Rob May
Interview With Jason Ambrose, CEO of Backstory↗AI · Enterprise · MarTech
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