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SAT 07 NOV 2026 · 134 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 & IndustrialsCybersecurityRoboticsMarketing & 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

Saturday, 7 November 2026

1 pieces
The Micromobility Newsletter · Team M
Inside Micromobility America 2026: What to Expect↗Mobility

Friday, 6 November 2026

20 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
Saastr
SaaStr AI and 10K Featured in Wall Street Journal↗AI · MarTech
Tomasz Tunguz · Tomasz Tunguz
A $90 Key into Your Company's Secrets↗Security · Infra

Thursday, 5 November 2026

18 pieces
Lightspeed Venture Partners Blog
Mandl↗Insurance · AI
Guru Chahal
Robotics by the Numbers↗Robotics · Industrials · Health
Lowercarbon
Don’t call it a comeback.↗Climate · Industrials · Defense
Newcomer · Eric Newcomer
Introducing Emergent: The Founder-Generated Startup List↗AI · Infra · DevTools
Saastr
20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash↗AI · Market
Craft Ventures
The Triple Down: Our Conviction in Xona’s Vision for the Future of Satellite Navigation↗Semis · Defense
Obvious
Why We Invested in Humble Robotics↗Mobility · Robotics · Climate
Madrona Ventures
Is Your Startup Idea Too Early, Or the Wrong Thing?↗Health · AI
The Micromobility Newsletter · Team M
From Paris to Lisbon: How Europe’s Cities Are Reshaping the Future of Shared E-Scooters↗Mobility · Marketplace
Madrona Ventures
Celebrating Echodyne: Under the Radar No Longer↗Defense · Robotics · Infra
Turner Novak
🎧🍌 How Daytona Went $1M to $100M ARR in 4 Quarters | Ivan Burazin↗Infra · DevTools
Pascal
Launching Southbound W27↗Market
Sammy Abdullah
Negotiating with VC or Anyone Else, Part 2↗Market
A16Z
The Exploit Was the Bottleneck↗Security · AI
Opus Letter · Derek Urben
Opus 31: State of Venture, New Funds, and Allocating in Mania↗Market
Saastr
We Ran an Email Deliverability Bake-Off Across 3 Vendors and 500,000+ Emails This Week. Our AI Agent Ran All of It.↗Enterprise · MarTech · AI
Sturgeon Capital
Why We Invested - MagicPort↗Supply Chain
A Wealth of Common Sense · Ben Carlson
Is it Realistic to Live Off Your Dividends?↗Market
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