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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

Tuesday, 1 September 2026

5 pieces
Lenny's Newsletter
How to turn your AI into a world-class designer↗AI · DevTools · MarTech
Heartcore
👩🏻‍💻 Heartcore Insights↗AI
Sierra Ventures
Sierra Ventures Inception Investment in Thrixel↗AI · Gaming
Sequoia
Partnering with Empirik: Building the Autonomous Infrastructure Engineer↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Think It Means↗AI

Monday, 31 August 2026

9 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling Costs↗AI · Enterprise
Nikunj Kothari
The New Valley↗AI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?↗AI · Gov
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the Frontier↗AI

Sunday, 30 August 2026

9 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the Frontier↗AI · Security
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Kojo Osei
A bottom-up model of AI demand↗AI · Infra
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion Moonshot↗AI · Enterprise
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools
Investing in AI · Rob May
How To Think About The Negative ROI on AI Investment↗AI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself Again↗Retail · AI

Friday, 28 August 2026

11 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Vickram Pradhan
Is Healthcare a Safe Haven if the AI Trade Unwinds?↗Health · AI
Saanya Ojha
The Claudeforce Awakens↗Enterprise · AI
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013↗Enterprise · AI · MarTech
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention↗AI · Enterprise · Data
A16Z
The Machine Age Fund↗AI · Infra · Semis
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

6 pieces
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗AI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AI↗Enterprise · AI
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis
Jamie Tomalin
AVs as a Bellwether for Autonomy↗Mobility · AI
Nkechi Iregbulem
Investing in Transfyr↗Bio · AI
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
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