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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

Monday, 12 October 2026

1 pieces
A16Z
Welcome Col. Jeffrey Glover and Greg Barbaccia↗Gov · Defense · Security

Saturday, 10 October 2026

2 pieces
A16Z Crypto
How close is AI to breaking cryptography?↗Security · Crypto · AI
A16Z Crypto
Can AI really break cryptography? Experts weigh in↗Security · Crypto · AI

Tuesday, 6 October 2026

1 pieces
Foundation Capital · Zach Noorani
Bad-acting agents: Fighting fraud on a new frontier↗AI · Security · Fintech

Saturday, 3 October 2026

1 pieces
Saastr
Why Okta Tripled on … 11% Growth. 5 Interesting Learnings From One of the Biggest Re-Ratings in B2B This Year: 14% cRPO Growth, 30% of Bookings From New Products, and ~50x Forward Earnings↗Security · Enterprise

Thursday, 1 October 2026

4 pieces
A16Z
Investing in doxxnet↗AI · Security
A16Z
Investing in Armadin↗Security · AI
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
Wing VC · Jake Flomenberg
Investing in Northstar: The Context Layer for Agentic Security↗Security · Infra

Thursday, 24 September 2026

1 pieces
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise

Thursday, 17 September 2026

1 pieces
Lightspeed Venture Partners Blog
Cylake↗Security

Wednesday, 16 September 2026

1 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for Machines↗AI · Security

Saturday, 12 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market

Friday, 11 September 2026

1 pieces
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security

Thursday, 10 September 2026

1 pieces
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise

Wednesday, 9 September 2026

2 pieces
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI

Tuesday, 8 September 2026

2 pieces
Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal
Our Investment in Cylake↗Security
Sapphire Ventures
AI (In)Security↗Security · AI

Saturday, 5 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security

Friday, 4 September 2026

1 pieces
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media

Tuesday, 1 September 2026

2 pieces
Saanya Ojha
PHASEONE[big] and the Swarm↗AI · Security
Sequoia
Partnering with Air: Securing the AI Supply Chain↗Security · Infra

Sunday, 30 August 2026

1 pieces
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the Frontier↗AI · Security

Wednesday, 26 August 2026

1 pieces
A16Z
Faking a brand is easy. Making it stop is hard.↗Security · MarTech

Monday, 24 August 2026

1 pieces
Stratechery
Autonomy and Innovation↗AI · Security · Market

Thursday, 20 August 2026

1 pieces
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part II↗AI · Insurance · Security

Wednesday, 12 August 2026

1 pieces
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part I↗AI · Security · Insurance

Tuesday, 11 August 2026

2 pieces
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock↗Security · AI
Craft Ventures
Triple Down with Horizon3: The Autonomous Security Platform for the “AI vs AI” era↗Security

Monday, 10 August 2026

2 pieces
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI

Saturday, 8 August 2026

2 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!↗Security · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra

Friday, 7 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat Room↗AI · Security

Thursday, 6 August 2026

1 pieces
Amir Kabir
Edition 57 | 2026 — Why Trust Doesn't Scale Automatically↗AI · Security

Monday, 3 August 2026

2 pieces
Craft Ventures
Building a Cyber GTM Machine: A Guide for Founders Heading Into a Growth Round↗Security
Acrew Capital
Investing in Horizon3: hacking the enterprise before the attackers do↗Security · AI

Sunday, 2 August 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & Spend↗AI · Infra · Security

Saturday, 1 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #509↗Security · AI · Infra
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