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FRI 13 NOV 2026 · 141 new pieces this week

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Select picks in the past month
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

Friday, 13 November 2026

5 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Jensen Era Ends↗Infra · Semis · Market
99% Derisible · Yoni Rechtman
Note to the team↗AI · Market
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

30 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
Northside Ventures
Northside Ventures Launches $30m Fund II to Back Canadian Founders at the Earliest Stages↗Market
Melody Koh · Melody Koh, Partner @ NextView
The grader is the ceiling↗AI · Market
Arpitrage · Arpit Gupta
Inside the Hall of Mirrors↗Banking · Data
Saastr
Dear SaaStr: How Do You Become Successful at Enterprise Sales? What Are the Biggest Challenges People Experience?↗Enterprise
Tomasz Tunguz · Tomasz Tunguz
When the Central Bank of AI Changes Chairs↗Infra · Semis · Market
Scale VP · Siddharth Ramakrishnan, Jonas Ciplickas
Inference providers have their heads in the clouds↗Infra · Market
Costanoa Ventures · Tony Liu
Delphina: Building the enterprise context factory↗Data · Enterprise · AI
General Catalyst · Hemant Taneja
Moving First in an Era of Low Trust↗AI · Market
Accel
Our investment in SE3: Spatial intelligence for autonomous systems↗Defense · Robotics · Infra
EM Cap · Yaz El-Baba
Owning Intelligence, Not Renting It: Adaption's Sara Hooker and Sudip Roy↗AI · Infra · Enterprise
Amplify Partners · Justin Gage
Engineering a beautiful mind↗AI

Wednesday, 11 November 2026

5 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
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