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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

Wednesday, 28 October 2026

16 pieces
Phin Barnes
Got RoTo? ↗AI · Market
A16Z
The New Security Agenda↗Security · AI · Enterprise
Saastr
Databricks CRO Ron Gabrisko: 5 Interesting Learnings on Selling at a $190B AI Company: Flat SDR Headcount, 6-10% Reply Rates, and Free Seats That Unlocked Consumption↗AI · Enterprise
Carried Away
No Introduction Necessary↗Market · AI
Digital Native · Rex Woodbury
What Comes After Selling Work? ↗AI · Market
Saastr
10 Months Into AI for GTM That Actually Works: The CRO Matters More Than Ever. Every Other GTM Role Is in Flux.↗Enterprise · MarTech · AI
Insight Partners
Inside Snappt’s rapid rise as the leader in rental fraud prevention↗Built World · AI
Lenny's Newsletter
Grok vs. Dot vs. Muse vs. Claude Duet: which one crushes the competition?↗AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Baby Boomers Have All the Money↗AI · Banking · Media
First Round Review
Competing with OpenAI and Meta for your inbox | Jean-Denis Greze (Town Co-founder & CEO)↗AI · Enterprise
makers + builders · Parul Singh
It Was Weird Until It Wasn’t↗AI · Market
yCombinator
How Alex Lee became the first engineer at Magic Patterns↗DevTools · AI
Lightspeed Venture Partners · Nnamdi Iregbulem
File Systems For Agents↗AI · DevTools
Bain Capital Ventures · Rak Garg
Video: Echelon Is Building an AI Workforce for Enterprise IT↗AI · Enterprise
EM Cap · Lotti Siniscalco
The Hardest Job at the Bank↗Banking · Fintech · AI
Tomasz Tunguz · Tomasz Tunguz
Beyond Automation at OpenAI↗AI · HR

Tuesday, 27 October 2026

11 pieces
Supercruise
What Is a Company Actually Worth?↗AI · Enterprise · Market
Annelies Gamble
Getting to General Robots That Don’t Suck↗Robotics · Industrials · AI
Saastr
Two AI Agents Wiped Critical Data at SaaStr. Both Times, a Copy Nobody Planned Is What Saved Us. It Will Happen To You, Too. Plan For It.↗AI · Enterprise
A16Z
Databricks & the Future of the Firm↗Data · Enterprise · AI
Insight Partners
Behind the investment: Tendos↗Industrials · AI
Ben Yoskovitz
Understanding AI Business Models↗AI
Saastr
Sumble: Why 80% Accurate Data Turns Into 33% Accurate Data by the Time Your Agent Uses It, and How Nooks Found 700 Accounts It Didn’t Know About↗Enterprise · AI · MarTech
Meritech
Meritech Software Pulse | 23-October-2026↗Enterprise · AI
Acrew Capital
Your personal AI agent and a scam store want the same thing↗Fintech · Security · AI
8VC · Francisco Gimenez, Susan Liu
The Two-Antibody Problem: Announcing the BigHat-Anthropic Partnership↗Bio · AI
Amplify Partners · Ayan Abukar, PhD
The Fertility of an Idea: tracing the discovery lineage of optogenetics↗Bio · AI

Monday, 26 October 2026

13 pieces
Saanya Ojha
Anthropic and the Mother of All S-1s↗Infra · AI
Apoorv's notes
Cyber’s worst week, in <60 seconds↗Security · AI
Madrona Ventures
Agents Broke Git Hosting. Entire Is What Comes Next.↗DevTools · AI
A16Z
Let Chaos Reign, and Then Rein In Chaos↗AI · Enterprise · DevTools
Clouded Judgement · Jamin Ball
Anthropic: Benchmarking the S-1 Data↗AI · Infra
Turner Novak
🎧🍌 Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy↗Market · AI
Lenny's Newsletter
🎙️ How I AI: Claude Duet honest review + Why Reddit built its own AI prototyping tool↗DevTools · AI
Saastr
5 Interesting Learnings from Anthropic’s S-1 at $16.3 Billion in Half-Year Revenue: 900% NRR, $6.6M in Revenue Per Employee, and a 10% Adjusted Operating Margin↗Infra · AI
Saastr
The Simplest, Highest-ROI Place to Put an AI Agent Is Your Contact Me Form: 614 Meetings, $2M+ Closed, and 71% of a Month’s Deals↗AI · MarTech
Ian's Blog: Nominal Returns · Ian Gutterman
Insurance Stocks: The Anti-AI Trade↗Insurance · AI
Lenny's Newsletter
Why Reddit built its own AI prototyping tool | Blair Metcalf↗DevTools · AI
Stratechery
The End of the Internet↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
The Third Product-Market Fit in AI↗Security · AI
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