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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

Friday, 13 November 2026

1 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Jensen Era Ends↗Infra · Semis · Market

Thursday, 12 November 2026

4 pieces
Tomasz Tunguz · Tomasz Tunguz
When the Central Bank of AI Changes Chairs↗Infra · Semis · Market
Scale VP · Siddharth Ramakrishnan, Jonas Ciplickas
Inference providers have their heads in the clouds↗Infra · Market
Accel
Our investment in SE3: Spatial intelligence for autonomous systems↗Defense · Robotics · Infra
EM Cap · Yaz El-Baba
Owning Intelligence, Not Renting It: Adaption's Sara Hooker and Sudip Roy↗AI · Infra · Enterprise

Wednesday, 11 November 2026

6 pieces
Lightspeed Venture Partners Blog
Accelerating Intelligence: Our Investment in Fractile↗Infra · Semis
Lightspeed Venture Partners · Guru Chahal, Jonah Cader, Justin Shen
Accelerating Intelligence: Our Investment in Fractile↗Infra · Semis
Redpoint Ventures · Jacob Effron, Adil Bhatia
Accelerating Frontier AI: Our Investment in Fractile↗Infra · Semis
EM Cap · Joe Floyd
Verda on Why Europe Needs to Build Its Own Cloud, Not Rent Someone Else's↗Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
Who Captures the Most Margin in AI?↗AI · Infra
Sequoia
Partnering with Edelbyte: Data Infrastructure That Keeps Up With AI's Curiosity↗Infra · Data

Tuesday, 10 November 2026

5 pieces
Climate Tech VC
🌎🏛️ Webinar: Breaking down the midterms↗Climate · Infra
Saanya Ojha
Anthropic’s Event Horizon↗AI · Infra
A16Z
Investing in General Translation↗DevTools · Infra
Simon Wu
The Tenant Is About to Be Worth More Than the Landlord↗Infra · Market
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

Monday, 9 November 2026

3 pieces
Saanya Ojha
Love, Chips, and Geopolitics↗Semis · Infra · Market
Insight Partners
Behind the Investment: Nominal ↗Infra · Industrials · Defense
Tomasz Tunguz · Tomasz Tunguz
When Does the US Become a Net Importer of Tokens?↗Infra · Climate

Sunday, 8 November 2026

4 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (11/06/2026): RAM & Rewiring↗AI · Infra
Guru Chahal
Weekly Technology Digest — November 7, 2026↗AI · Infra · Security
Lenny's Newsletter
Why PMs are suddenly valuable again | Tulsee Doshi (Head of Product, Gemini)↗Infra · AI
Investing in AI · Rob May
The Game Theory Of Data Centers. Why The MidTerm Election Results Won’t Impact It At All.↗Infra · Climate

Saturday, 7 November 2026

2 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #523↗AI · Infra · Market
Jump Capital · Aqil Pasha
Three Things I'm Watching at KubeCon (And Why They Matter)↗Infra · DevTools

Friday, 6 November 2026

5 pieces
Madrona Ventures
Madrona Prize 2026: AI Meets the Physical World↗AI · Infra · Robotics
Better Tomorrow Ventures
Does Not Compute↗Infra · Market
Newcomer · Eric Newcomer
The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley↗AI · Infra · Market
Clouded Judgement · Jamin Ball
Clouded Judgement 11.6.26 - The Agent Cloud↗Infra · AI
Tomasz Tunguz · Tomasz Tunguz
A $90 Key into Your Company's Secrets↗Security · Infra

Thursday, 5 November 2026

5 pieces
Newcomer · Eric Newcomer
Introducing Emergent: The Founder-Generated Startup List↗AI · Infra · DevTools
Madrona Ventures
Celebrating Echodyne: Under the Radar No Longer↗Defense · Robotics · Infra
Turner Novak
🎧🍌 How Daytona Went $1M to $100M ARR in 4 Quarters | Ivan Burazin↗Infra · DevTools
David Talpalar
The Election’s Impact on Tech: What I’m Watching↗Climate · Supply Chain · Infra
Amir Kabir
Edition 70 | 2026 — The Water Behind Intelligence↗Infra · Climate

Wednesday, 4 November 2026

5 pieces
Saanya Ojha
Sparks of Weight-Space Programming: Opening the Hood on AI↗AI · Infra
NextView VC
Why We at NextView Invested in Phaze↗Enterprise · Infra
Saastr
The Top 1% of AI Spenders Stalled in Q3. So Did Anthropic’s Dollar Growth.↗Infra · Data
A16Z
Investing in Phaze↗Infra · DevTools
Acrew Capital
Guava: Voice AI for the Calls That Matter Most↗Infra · Enterprise
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