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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, 4 November 2026

2 pieces
Emergence Capital · Rishub Nahar
Robots That Go Brrr↗Robotics · Infra
Tomasz Tunguz · Tomasz Tunguz
Watts in Store for 2027 : The AI Ceiling↗Infra · AI

Tuesday, 3 November 2026

4 pieces
Saanya Ojha
Why Sam wants your RAM↗AI · Infra
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
Tomasz Tunguz · Tomasz Tunguz
The Financial Engineering Essential for AI in 2027↗Infra · AI

Monday, 2 November 2026

5 pieces
Tanay Jaipuria · Tanay Jaipuria
Anthropic S-1 Breakdown↗Infra
Newcomer · Eric Newcomer
Compute Crunch? Startups Aim to Financialize It↗Infra · Fintech
Radical VC
Picking the Race in AI You Can Win↗AI · Infra
Michael Greeley
Scary Times: Halloween + Midterm Elections…↗Infra · Semis · Data
Tomasz Tunguz · Tomasz Tunguz
The Four Questions of AI↗AI · Infra

Sunday, 1 November 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (10/30/2026): Anthropic, Assets, Alphabet, Arbitration & Access↗AI · Infra · Data

Saturday, 31 October 2026

2 pieces
Guru Chahal
Weekly Technology Digest — October 31, 2026↗AI · Infra · Semis
Ed Sim
What’s 🔥 in AI/Infra/VC #522↗AI · Infra · Market

Friday, 30 October 2026

3 pieces
yCombinator
How David Mount became employee #2 (for the second time) at 10x Science↗Infra · Bio
Stratechery
At Long Last…↗AI · Infra · Security
Clouded Judgement · Jamin Ball
Clouded Judgement 10.30.26 - Dispelling the Myths of the Anthropic S-1↗Infra · Market

Thursday, 29 October 2026

4 pieces
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
Turner Novak
🎧🍌 Building Felicis from $4M to $4B | Aydin Senkut↗Market · AI · Infra
Amir Kabir
Edition 69 | 2026 — Compute Is a Physical Risk Business↗Infra · Climate · Insurance
Tomasz Tunguz · Tomasz Tunguz
Crossing the Trillion Dollar Chasm↗Infra · Enterprise · Telecom

Wednesday, 28 October 2026

7 pieces
Obvious Ventures
Why We Invested in Neuron Industries↗Industrials · Infra
Greycroft.com
The Enterprise Will Own Its Memory: Our Investment in Rocker↗Enterprise · Infra
Lightspeed Venture Partners Blog
Alex LaPolice↗Infra · Defense · Market
Kyle Harrison
What Happens To The AI Trade When Everything Gets Cheaper?↗AI · Infra
Saanya Ojha
Guppy-Level Death, Investment-Grade Debt↗Infra · Market
Newcomer · Eric Newcomer
The New Space Race: Startups Press Ahead on ‘Orbital Infrastructure,’ Test Feasibility of Data Centers ↗Infra · Semis · Defense
Conor Witt · Conor Witt
The Data Tapes Edition #55↗Banking · Fintech · Infra

Tuesday, 27 October 2026

3 pieces
Investing in AI · Rob May
Red Cat (RCAT) Lost a Drone Contest. It May Be Winning the Software War.↗Defense · Infra
USV
Physical Vibe Coding: Our Investment in Machenta↗Robotics · Infra
Jump Capital · Aqil Pasha
Inference Was Built for Requests. Agents Need Something Different.↗Infra

Monday, 26 October 2026

9 pieces
Saanya Ojha
Anthropic and the Mother of All S-1s↗Infra · AI
Newcomer · Eric Newcomer
Anthropic’s S-1: Key Data Points & Fun Facts for Venture Investors ↗Infra
Joe Lonsdale
Ep 167: The Company That Evaluates the AI Labs — Vals AI CEO Rayan Krishnan on Measuring Frontier Models & the Race to Recursive Self-Improvement↗Infra
Clouded Judgement · Jamin Ball
Anthropic: Benchmarking the S-1 Data↗AI · Infra
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
Akash Bajwa
Field Notes: Nvidia GTC Berlin 2026↗Infra · Semis · Climate
USV
Paradev↗Infra · DevTools
Wing VC
Congratulations to Classiq on Its Acquisition by Intel↗Semis · Infra
Tomasz Tunguz · Tomasz Tunguz
Anthropic S-1 Analysis: How 7 Key Metrics Stack Up↗Infra · AI
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