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SAT 14 NOV 2026 · 141 new pieces this week

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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

Sunday, 13 September 2026

4 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & Power↗AI · Infra
Saastr
Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model Works↗Legal · AI

Saturday, 12 September 2026

2 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market

Friday, 11 September 2026

7 pieces
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
A16Z
Catching the (Venture) Bus↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #210↗AI · Infra · Health

Thursday, 10 September 2026

16 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise
Turner Novak
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO↗Enterprise · AI · Data
Ryan Shannon · VC @ Radical Ventures
The Legibility Tax↗AI · Enterprise
Saastr
5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI↗Data · AI · Enterprise
A16Z
Investing in Highstock↗Marketplace · Retail · AI
Sammy Abdullah
12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era↗Enterprise · AI
The Sociology of Business · Ana Andjelic
Simulation marketing↗MarTech · AI · Media
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra
David Talpalar
Welcome to the AI Personal Assistant Era↗AI · Enterprise
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

11 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
A16Z
Investing in Cognition↗AI · DevTools
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Saastr
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue↗AI · Enterprise
Investing in AI · Rob May
Reader Submission: A Deeper Dive on Dell↗AI · Industrials
Saanya Ojha
Mathematicians Have Navier Been More Stoked↗AI · Data
Euclid Ventures
The Sriracha Problem↗AI · Marketplace · Enterprise
Lerer Hippeau
Please welcome Type, the first multiplayer AI product for teams↗AI · Enterprise
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
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