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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

Thursday, 5 November 2026

6 pieces
Saastr
SEO May Be Dead. Shopify Just Paid ~$100 Million for Shop.com Anyway.↗AI · MarTech · Market
Investing in AI · Rob May
ChatGPT Is Stealing Questions From Google, But Not Money↗AI · MarTech
Alumni Ventures · Drew Wandzilak
The Buyer Changed: What Actually Happened in Defense Tech, and Where the Money Is Really Going↗Defense · AI · Industrials
Scale Venture Partners · Jeremy Kaufmann
In conversation with Tyler Cowen↗AI · Market
Scale Venture Partners · Will McGinnis
Better models make continuous integration (CI) a bigger share of the agent loop↗AI · DevTools
Amplify Partners · David Beyer
Welcoming Luke Riggan to Amplify Bio↗Bio · AI · Market

Wednesday, 4 November 2026

11 pieces
Saanya Ojha
Sparks of Weight-Space Programming: Opening the Hood on AI↗AI · Infra
Newcomer · Eric Newcomer
Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths↗AI · Market
A16Z Crypto
When software stops being the moat↗Crypto · AI
Lerer Hippeau
Please welcome Phaze, the enterprise workspace solution↗Enterprise · AI
Annelies Gamble
The Future of “New” Manufacturing: Building on What We Already Have↗Industrials · AI
Casey Accidental
Copying Cope↗AI · Market
Madrona Ventures
Doubling Down on Finpilot as Institutional Capital Goes AI-native↗Banking · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Drowning Financially↗AI · Semis · Crypto
Saastr
AI Spend Hit $177 Billion This Year. Only 22% of It Came Out of Software Budgets. The 4th Annual State of Enterprise AI Report from Menlo Ventures,↗AI · Enterprise
General Catalyst
Accounting Can't Be One-Shotted↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Watts in Store for 2027 : The AI Ceiling↗Infra · AI

Tuesday, 3 November 2026

9 pieces
Saanya Ojha
Why Sam wants your RAM↗AI · Infra
Euclid Ventures
Who Wins the AI App Layer?↗AI · Market
Saastr
5 Interesting Learnings from Anthropic at $17 Billion in Quarterly Revenue: $5.4B Added vs. $6.8B the Quarter Before, 900% NRR, and $895 Billion in Compute Commitments↗Infra · AI
Menlo VC
2026: The State of Enterprise AI↗AI · Infra · Enterprise
Investing in AI · Rob May
Proprietary Data Isn’t The Moat: My Interview with Todd Gottula From Clarify Health↗Health · AI
Sapphire Ventures · Cathy Gao, Jasmine Yang, Sara Thomas
We're Living in a Simulation. Just Not the One You Think↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
The Financial Engineering Essential for AI in 2027↗Infra · AI
Sequoia
Cresta: From Stanford Research to AI at Work↗Enterprise · AI
Amplify Partners · Niko Göbel
The 3D Printed Database↗AI · Data · DevTools

Monday, 2 November 2026

10 pieces
Ashley Brasier · Ashley Brasier
The Website’s Second Act↗AI · Media · Retail
Radical VC
Picking the Race in AI You Can Win↗AI · Infra
Lenny's Newsletter
🎙️ How I AI: Grok vs. Dot vs. Muse vs. Duet + How Figma’s PMs actually use AI every day↗AI · DevTools · Enterprise
A16Z
How AI Applications Earn Their Premium↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Diversifying the AI Trade↗AI
Entrepreneur First
Portfolio News | October 2026↗Market · AI · Health
AV.VC · Michael Collins
Today, Everyone's an Entrepreneur↗AI · Market
Alumni Ventures · Matt Caspari
When Intelligence Is Free, What Gets Expensive?↗AI · Climate · Health
Emergence Capital
Who Owns the Intelligence Economy?↗AI · Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
The Four Questions of AI↗AI · Infra

Sunday, 1 November 2026

4 pieces
Hunter Walk
Will the US Government Become AI’s (SI?) Lender of Last Resort?↗AI · Gov
Guru Chahal
Something Feels Different About the Pace of AI Progress↗AI · DevTools · Bio
Saanya Ojha
🧾 Weekly Wrap Sheet (10/30/2026): Anthropic, Assets, Alphabet, Arbitration & Access↗AI · Infra · Data
Saastr
Jason’s Takes on This Week’s 20VC: Anthropic’s S-1, Microsoft’s 27% Buyout, and My 100-Day Rule↗AI · Market · Enterprise
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