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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

Monday, 5 October 2026

10 pieces
Saanya Ojha
Claude Goes to Church↗AI
Lenny's Newsletter
🎙️ How I AI: 8 real Jev use cases + How OpenAI uses ChatGPT Sites (live at DevDay!) + Claire’s DevDay recap↗AI · DevTools
A16Z
Top 100 Consumer AI Apps - Seventh Edition ↗AI · Consumer
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
Lenny's Newsletter
How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead)↗AI · DevTools
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer
Stratechery
Apple and a Hacker’s Future↗AI · DevTools
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market

Sunday, 4 October 2026

5 pieces
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (10/02/2026): Agents, Aggregators & Argon↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
The Biggest Risk Everyone Already Knows About↗AI
Saastr
Astra 6 Replaced a Core Engine of SaaStr Connect With Two Words, “DO IT,” Twice in Under an Hour. Then It Said “I Did Not Make That Edit.”↗AI · Enterprise · DevTools
Lenny's Newsletter
OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux↗AI

Saturday, 3 October 2026

6 pieces
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Saastr
We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right.↗AI · Enterprise
Venture Prose
AI-Free Morning reflection↗AI
Abraham Thomas
Trust Is The Scarce Asset↗AI · Fintech
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market
Saastr
We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance.↗Enterprise · AI

Friday, 2 October 2026

9 pieces
Also by Roy Bahat · Roy Bahat
To my friends going to The Curve↗AI · Market
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer
Stratechery
Dots and Question Marks↗AI · Enterprise
Joe Lonsdale
Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! ↗AI
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
A16Z
The Case for the American Manufacturing Asset Class↗Defense · Industrials · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Do We Grow Software or Do We Design It?↗DevTools · AI

Thursday, 1 October 2026

10 pieces
Saanya Ojha
Google Is So Back. Again.↗AI · Infra
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
A16Z
Investing in doxxnet↗AI · Security
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOY↗Enterprise · AI
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
A16Z
Investing in Armadin↗Security · AI
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