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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, 10 November 2026

3 pieces
Ansa · Marco DeMeireles, Josh Chin
Why We Invested in Lumbra: Bringing AI Agents to High-Consequence Environments↗AI · Gov · Defense
Sapphire Ventures · Jai Das, Cathy Gao, Adrian Kania, Ishan Gill
The Expertise Layer Powering AI's Next Frontier: Why We're Backing Mercor↗Infra · AI
Tomasz Tunguz · Tomasz Tunguz
We Are All Junior Talent Now↗AI · HR

Monday, 9 November 2026

12 pieces
Lenny's Newsletter
Claude Fable 5.2 review: fast, creative, and finally not annoying↗AI · DevTools
Antler
Why we invested in Coframe's $25 million Series A↗AI · MarTech
Radical VC
Inside the 2026 Radical AI Founders Masterclass↗AI · Market
Lerer Hippeau
Please welcome Blackletter, the modern law firm reinventing client service with frontier AI…↗Legal · AI
Lenny's Newsletter
🎙️ How I AI: How this founder built a better Duolingo with Codex↗AI · Edu
Sammy Abdullah
Q3 Earnings Season is Off to a Strong Start for SaaS↗Enterprise · AI
Saastr
The New Normal in Revenue Per Employee: $237K Is the OldMedian, $655K Is the New Top Tier, and Six B2B Leaders Now Clear $1.5M↗Enterprise · AI
Lightspeed Venture Partners Blog
Hardware Engineering Gets Its Intelligence Layer↗AI · Defense · Robotics
Lenny's Newsletter
How this founder built a better Duolingo with Codex | William Imoh↗Edu · DevTools · AI
Saastr
Ada Sold to Dialpad for $430M in Stock. Is That an Exit?↗Enterprise · AI
Arpitrage · Arpit Gupta
Your Portfolio on AI↗Banking · AI
Lightspeed Venture Partners · Guru Chahal, Sebastian Duesterhoeft, Jonah Cader
Hardware Engineering Gets Its Intelligence Layer↗AI · Defense · Robotics

Sunday, 8 November 2026

5 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (11/06/2026): RAM & Rewiring↗AI · Infra
Guru Chahal
Weekly Technology Digest — November 7, 2026↗AI · Infra · Security
Saastr
Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor↗AI · Enterprise
Lenny's Newsletter
Why PMs are suddenly valuable again | Tulsee Doshi (Head of Product, Gemini)↗Infra · AI
Jump Capital · Saaya Pal
When Everyone Can Build, Who Wins? The Changing Rules of Cybersecurity Investing↗Security · AI

Saturday, 7 November 2026

3 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #523↗AI · Infra · Market
Saastr
Gartner Sees Software Growing 14.6% to $1.68 Trillion in 2027: Models at 117%, AI App Platforms at 39%, and Price Increases Doing a Lot of the Work↗AI · Enterprise
Saastr
SaaStr AI App of the Week: Base44. One Founder, Zero Funding, $80 Million From Wix in 6 Months. Now at $200 Million ARR.↗AI · Enterprise

Friday, 6 November 2026

11 pieces
Madrona Ventures
Madrona Prize 2026: AI Meets the Physical World↗AI · Infra · Robotics
Stratechery
Falling Leaves (and Stocks)↗AI · Enterprise · Market
A16Z
Defense in Depth, Rebuilt for Machine Speed↗Security · AI
Newcomer · Eric Newcomer
The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley↗AI · Infra · Market
Alex Lazarow · Alex Lazarow
Fintech Investors Left Money20/20 Debating The Future Of Fintech ↗Fintech · AI · Crypto
A16Z
Charts of the Week: Apple Skips Capex, and the Crowd Goes Wild (Sort Of)↗AI · Consumer · Gaming
Saastr
Top 5 Learnings from Vercel’s COO: 10 SDRs Down to 1, a $5K-a-Year Lead Agent, and 93% of Support Cases Handled by AI↗Enterprise · DevTools · AI
99% Derisible · Yoni Rechtman
Data to deployment↗AI · Data
Clouded Judgement · Jamin Ball
Clouded Judgement 11.6.26 - The Agent Cloud↗Infra · AI
Not Boring · Packy McCormick
Weekly Dose of Optimism #218↗AI · Health · Bio
Saastr
SaaStr AI and 10K Featured in Wall Street Journal↗AI · MarTech

Thursday, 5 November 2026

6 pieces
Lightspeed Venture Partners Blog
Mandl↗Insurance · AI
Newcomer · Eric Newcomer
Introducing Emergent: The Founder-Generated Startup List↗AI · Infra · DevTools
Saastr
20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash↗AI · Market
Madrona Ventures
Is Your Startup Idea Too Early, Or the Wrong Thing?↗Health · AI
A16Z
The Exploit Was the Bottleneck↗Security · AI
Saastr
We Ran an Email Deliverability Bake-Off Across 3 Vendors and 500,000+ Emails This Week. Our AI Agent Ran All of It.↗Enterprise · MarTech · AI
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