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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

Thursday, 10 September 2026

1 pieces
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra

Tuesday, 8 September 2026

4 pieces
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.↗AI · Infra · Insurance
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market

Monday, 7 September 2026

2 pieces
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI Consumption↗AI · Infra

Saturday, 5 September 2026

2 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?↗AI · Infra
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security

Friday, 4 September 2026

6 pieces
Saanya Ojha
Hallelujah, It’s Raining Models↗AI · Infra
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · Infra
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & Leverage↗AI · Infra

Thursday, 3 September 2026

2 pieces
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Infra
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI↗AI · Infra

Wednesday, 2 September 2026

3 pieces
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power Profile↗AI · Infra · Data

Tuesday, 1 September 2026

1 pieces
Sequoia
Partnering with Air: Securing the AI Supply Chain↗Security · Infra

Sunday, 30 August 2026

3 pieces
Kojo Osei
A bottom-up model of AI demand↗AI · Infra
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
Investing in AI · Rob May
How To Think About The Negative ROI on AI Investment↗AI · Infra

Friday, 28 August 2026

3 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
A16Z
The Machine Age Fund↗AI · Infra · Semis

Thursday, 27 August 2026

4 pieces
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed↗AI · Infra · Enterprise
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing Cost↗AI · Infra · Fintech
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model Factory↗AI · Infra · Climate

Wednesday, 26 August 2026

1 pieces
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis

Tuesday, 25 August 2026

1 pieces
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon Agents↗AI · Infra

Monday, 24 August 2026

1 pieces
Saanya Ojha
Default to Open↗AI · Infra

Sunday, 23 August 2026

2 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Infra · Industrials

Friday, 21 August 2026

3 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The Moat↗AI · Infra · Data
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Wednesday, 19 August 2026

1 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis
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