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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, 9 October 2026

6 pieces
Newcomer · Eric Newcomer
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗AI · Infra
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
99% Derisible · Yoni Rechtman
Data beyond brokerage↗AI · Data · Market
Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress↗AI · Infra
EM Cap
Arcee AI on Why Open-Weights Are a National Bet, Not a Business Model↗AI · Infra

Thursday, 8 October 2026

13 pieces
Andrew Ziperski
Unburdened By What Has Been↗Market · AI
Antler
Beyond the Wrapper: Google Cloud and Antler on Building AI-Native Startups in EMEA↗AI · Market
Investing in AI · Rob May
AvePoint: The $15 Feature That Could Eat a $3B Company↗Enterprise · AI
Newcomer · Eric Newcomer
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗Market · AI
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
A16Z
You Need a New CFO↗Enterprise · AI
USV
The Next Chapter of USV↗AI · Infra · Market
David Talpalar
Every Company Must Be in Build Mode. Always.↗Market · AI
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
Alumni Ventures
AI Is Getting a Body: Five things investors need to understand about robotics in 2026↗Robotics · AI
Sequoia
Partnering with Catalyst: Turning Ideas into Trades↗Fintech · AI
Foundation Capital · Joanne Chen, Jaya Gupta
Insurance's $2T AI opportunity | Arjun Mangla, Co-founder and CEO Fulcrum↗Insurance · AI

Wednesday, 7 October 2026

6 pieces
Saanya Ojha
OpenAI Did the Math↗AI · Data
A16Z
Investing in Preference Model↗Infra · AI
Insight Partners
Behind the Investment: Stuut Technologies↗Enterprise · AI
Saastr
We Run Monaco, Agentforce and Artisan for Outbound. Why We Still Also Built Our Own “AI ABM” Tool for Our Top Accounts↗MarTech · AI
Alumni Ventures
The Oncology Advantage: Why AI Could Change the Investment Math↗Bio · AI
Tomasz Tunguz · Tomasz Tunguz
A Change in AI Strategy↗AI · Infra

Tuesday, 6 October 2026

11 pieces
Saanya Ojha
Anthropic’s Road to IPO↗Infra · AI
Newcomer · Eric Newcomer
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗Fintech · AI
My Climate Journey · Jason Jacobs
You Can’t Solve Climate Change Without a Resilient Grid↗Climate · AI
Euclid Ventures
False Profits↗Market · AI
Annelies Gamble
Why AI Capability Isn't Always Translating to Value in Industrials↗Industrials · AI
Saastr
How Much of Your Customer Support Can AI Really Resolve? The Best Get About 70%. The Median Is 48%. Here’s the Real Data From 13 Vendors↗Enterprise · AI
Craft Ventures
Our Partnership with Noetive: Building the Intelligence of Record for the Physical Economy↗AI · Industrials
Sequoia
Access Granted↗Enterprise · AI
Foundation Capital · Zach Noorani
Bad-acting agents: Fighting fraud on a new frontier↗AI · Security · Fintech
SignalFire
150 agents, 20B tokens a day. Here's how modern CTOs actually run AI agents at scale↗DevTools · AI · Enterprise
Bessemer Venture Partners
Meet the founders of Ampersand: Ayan Barua and Lauren Long↗Enterprise · AI

Monday, 5 October 2026

4 pieces
Nikunj Kothari
More warm bodies↗Market · AI
Tanay Jaipuria · Tanay Jaipuria
How Personal Agents Get Paid↗AI · Marketplace · Edu
Minutes
Asset Light Software↗Enterprise · AI · Market
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
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