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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

Sunday, 1 November 2026

4 pieces
Jeff Morris Jr.
Investing at the Intersections↗AI · Bio · Robotics
Saastr
Our Core Vendor Was Down for 24 Hours. Our AI Agent Replaced Them Before They Came Back Up.↗AI · Enterprise
Investing in AI · Rob May
Silicon Valley Is Wrong About AI, And Wall Street Is Right↗AI · Market
Lenny's Newsletter
How a 19-year-old intern built the growth engine behind this $2B AI company | Hector Serrano↗AI · MarTech

Saturday, 31 October 2026

5 pieces
Guru Chahal
Weekly Technology Digest — October 31, 2026↗AI · Infra · Semis
Kyle Harrison
The McDonaldization of Venture Capital↗Market · AI
Saastr
SaaS Isn’t Dead. Old SaaS Is Dead: Sierra Adds $150M ARR in One Quarter While ServiceNow Drops 27% in a Day↗AI · Enterprise
Ed Sim
What’s 🔥 in AI/Infra/VC #522↗AI · Infra · Market
BIG by Matt Stoller · Matt Stoller
Anthropic Isn't Just a Company, It's a Payoff↗AI · Market

Friday, 30 October 2026

15 pieces
A Wealth of Common Sense · Ben Carlson
Earnings & Expectations↗AI · Semis
Saanya Ojha
Reddit, Google, and the Missing Click↗Media · AI · Market
yCombinator
How Harsh Vardhan Goenka became founding engineer #1 at Kalpa Labs↗AI
yCombinator
How Dylan Anderson became founding engineer at Adam↗AI
yCombinator
How Andrew HunzekerHesed became Employee #1 at 10x Science↗Bio · AI
yCombinator
How Max Friedlander became founding operations at Petrarch↗Market · AI
yCombinator
How Yair Alon went from building Portrait Mode at Google to founding researcher at Poetiq↗AI · Market
Net Interest · Marc Rubinstein
Follow the Money↗Banking · Fintech · AI
Stratechery
At Long Last…↗AI · Infra · Security
A16Z
New Founder Archetypes in the AI Age↗Market · AI
Saastr
The B2B Category the Markets “Hate” the Most Today: GTM↗MarTech · AI
A16Z
Charts of the Week: Job FUD Fades↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #217↗AI · Bio · Health
99% Derisible · Yoni Rechtman
Our 2026 LP Meeting↗AI · Market
Saastr
Annual Contracts: Maybe Not All They Are Cracked Up To Be↗Enterprise · AI

Thursday, 29 October 2026

15 pieces
Saanya Ojha
Google Is Back in the Doghouse↗AI · Enterprise
Shruti Gandhi · Shruti Gandhi
Is AI Workflow Automation Just SaaS Middleware in Disguise?↗AI · Enterprise
Casey Accidental
Building a Better SuperMe, and Raising a $20 Million Series A↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Shows $16.3B in First-Half Revenue, Microsoft Offers Buyouts to 27% of Its Staff, and Chinese Open-Weight Models May Be Done in the US↗AI · Infra · Market
Greycroft.com
Security is the Gate on Enterprise AI↗Security · AI
Turner Novak
🎧🍌 Building Felicis from $4M to $4B | Aydin Senkut↗Market · AI · Infra
Euclid Ventures
Keith Rabois’ New Rules of Vertical AI↗AI · Enterprise
Minutes
Commanding Heights Released ↗AI · Market
Saastr
5 Interesting Learnings from Guidewire at $1.24 Billion in ARR: A $1.7 Billion AI Acquisition, Its Lowest Churn Ever, and 10x ARR for a 25-Year-Old System of Record↗Insurance · AI
Lerer Hippeau
Please welcome ShareWillow, the AI platform for home service businesses↗AI · Industrials
Heartcore
🤟🏻 Heartcore Insights↗AI · Market
Lightspeed Venture Partners Blog
File Systems For Agents↗AI · DevTools
Alumni Ventures · Drew Wandzilak
AI Goes Nuclear: Why Software Companies Became Nuclear's Customer, and Where the Value Sits↗Climate · AI · Defense
Forerunner Ventures · Kirsten Green
Investing in SuperMe: The Next Great Knowledge Network↗AI · Market
Bain Capital Ventures · N. Coletta, D. Stevens
There Is No AI Pricing Playbook. Here Are the Patterns Winning Right Now.↗AI · Enterprise

Wednesday, 28 October 2026

1 pieces
Kyle Harrison
What Happens To The AI Trade When Everything Gets Cheaper?↗AI · Infra
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