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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

Friday, 4 September 2026

9 pieces
A16Z
Investing in Gimlet↗AI
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them All↗AI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & Leverage↗AI · Infra

Thursday, 3 September 2026

6 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve built↗AI · DevTools
Euclid Ventures
Forward-Deployed Everything↗AI · Market
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗AI · Retail · Fintech
A16Z
The Incumbents Are Coming↗AI · Enterprise
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI↗AI · Infra

Wednesday, 2 September 2026

14 pieces
Evan O'Donnell
Read, Don’t Rank↗AI · Enterprise
Radical VC
The Rise of NeoLabs↗AI · Market
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics
Saanya Ojha
Claude Takes Another Lap↗AI · Enterprise
Battery Ventures
Defying Gravity: The System of Record in the Age of AI↗Enterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent↗Enterprise · AI
Kevin Stevens
Software's Death Was Greatly Exaggerated↗Enterprise · AI
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterprise↗Enterprise · AI
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack↗AI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael Burry↗AI · Market
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power Profile↗AI · Infra · Data
Sequoia
The Cognitive Revolution↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Thought It Means↗AI

Tuesday, 1 September 2026

11 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine Capitalism↗AI · Market
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”↗Robotics · AI
Annelies Gamble
Science's Observability Problem↗Bio · AI
Teddy Blank · Teddy Blank
The Golden Age of Biomedical Devices Has Arrived↗Bio · Health · AI
NextView VC
Magical Thinking and Our Investment in Fambot↗Consumer · AI
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid ↗Climate · AI
Saanya Ojha
PHASEONE[big] and the Swarm↗AI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, Revisited↗Market · AI
Sammy Abdullah
9 Major Themes from Q2 SaaS Earnings Calls↗Enterprise · AI
Carried Away
Three Beach Minimum↗Market · AI
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