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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

Friday, 14 August 2026

10 pieces
Net Interest · Marc Rubinstein
Financing the AI Boom 3↗AI
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures Market↗AI · Climate
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗Market · AI
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June↗AI · Enterprise · Retail
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup Investments↗Market · AI
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
A16Z
Cursor + SpaceXAI: the fastest iterating team wins↗AI · DevTools · Data
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?↗AI

Thursday, 13 August 2026

18 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AI↗AI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
Saanya Ojha
Watermark My Words↗AI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series C↗AI · Data
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Antler
Aina↗AI · DevTools · Consumer
Antler
Sophiie AI↗AI · Enterprise
A16Z
This Essay is 10% AI Generated↗AI
Antler
Jurisphere↗Legal · AI
Antler
IndustrialMind.ai↗Industrials · AI
Antler
CrayonLabs↗AI · Enterprise
Antler
Dodge.ai↗Enterprise · AI
Antler
Infer.so↗AI
A16Z
Investing in Vals↗AI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
David Talpalar
The Big Data Center Debate↗AI · Climate
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Wednesday, 12 August 2026

7 pieces
Saanya Ojha
Revenge of the Wrappers↗AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part I↗AI · Security · Insurance
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series C↗DevTools · AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI

Tuesday, 11 August 2026

5 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting Hard↗AI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗Enterprise · AI
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis
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