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SAT 14 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

3 pieces
99% Derisible · Yoni Rechtman
Note to the team↗AI · Market
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

15 pieces
Saastr
$1 Billion ARR Is the New $100 Million. The Public B2B Companies Below It Show Why.↗Enterprise · AI
Newcomer · Eric Newcomer
The AI 100: The 100 Private Companies Defining the Age of AI↗AI · Market
Lerer Hippeau
Please welcome Duet, AI enablement for NP-led primary care↗Health · AI
Maurice Russo
The Shift to Voice↗AI · Consumer
Euclid Ventures
Monetizing Payments in Vertical AI↗Fintech · AI · Enterprise
Sammy Abdullah
AI Commentary from SaaS CEO’s this Q3 Earnings Season↗Enterprise · AI
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
NextView VC
Why We at NextView Invested in Tristar AI↗Industrials · AI
Melody Koh · Melody Koh, Partner @ NextView
The grader is the ceiling↗AI · 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
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

10 pieces
Peter G Schmidt · Peter G Schmidt
Episode 7: Duolingo↗Edu · Consumer · AI
Saanya Ojha
The Apocalypse Is Ahead of Schedule↗AI
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
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
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
Amplify Partners · Sachin Benny
Why Should Managers Exist?↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
Who Captures the Most Margin in AI?↗AI · Infra

Tuesday, 10 November 2026

12 pieces
Madrona Ventures
World Smart, Corporate Stupid: What It Takes for Models to Understand a Business↗AI · Enterprise · Data
Saanya Ojha
Anthropic’s Event Horizon↗AI · Infra
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
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
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
Ben Yoskovitz
Inside the AI-Native Services Business Model↗AI · Enterprise
Sajith Pai
No title↗Market · AI · Enterprise
Meritech
Meritech Software Pulse | 06-November-2026↗Enterprise · AI
Sapphire Ventures
Training AI with Human Experts↗AI · Enterprise
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