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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

Tuesday, 10 November 2026

2 pieces
Climate Tech VC
🌎🏛️ Webinar: Breaking down the midterms↗Climate · Infra
Convective Field Notes
Why we invested in Reflect Orbital ↗Defense · Climate

Monday, 9 November 2026

3 pieces
Climate Tech VC
🌎 The blue wave lifts (some) climate tech #321↗Climate · Gov
A16Z
America Can Build Again. Here’s How↗Gov · Climate · Industrials
Tomasz Tunguz · Tomasz Tunguz
When Does the US Become a Net Importer of Tokens?↗Infra · Climate

Sunday, 8 November 2026

1 pieces
Investing in AI · Rob May
The Game Theory Of Data Centers. Why The MidTerm Election Results Won’t Impact It At All.↗Infra · Climate

Thursday, 5 November 2026

4 pieces
Lowercarbon
Don’t call it a comeback.↗Climate · Industrials · Defense
Obvious
Why We Invested in Humble Robotics↗Mobility · Robotics · Climate
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

Tuesday, 3 November 2026

1 pieces
My Climate Journey · Jason Jacobs
MCJ is Now Override Ventures↗Climate · Market

Monday, 2 November 2026

2 pieces
Climate Tech VC
🌎 SPAC to the future #320↗Climate · Market
Alumni Ventures · Matt Caspari
When Intelligence Is Free, What Gets Expensive?↗AI · Climate · Health

Thursday, 29 October 2026

3 pieces
A16Z
AD 50 2026: Production is Deterrence↗Defense · Industrials · Climate
Amir Kabir
Edition 69 | 2026 — Compute Is a Physical Risk Business↗Infra · Climate · Insurance
Alumni Ventures · Drew Wandzilak
AI Goes Nuclear: Why Software Companies Became Nuclear's Customer, and Where the Value Sits↗Climate · AI · Defense

Monday, 26 October 2026

3 pieces
Convective Field Notes
Dry Years and Dry Powder ↗Climate · Market
Climate Tech VC
🌎 Mid-term, peak demand, high stakes #319↗Climate · Gov
Akash Bajwa
Field Notes: Nvidia GTC Berlin 2026↗Infra · Semis · Climate

Saturday, 24 October 2026

1 pieces
Jeff Morris Jr.
Once Upon a Time in El Segundo↗Defense · Robotics · Climate

Friday, 23 October 2026

2 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #216↗Health · Bio · Climate
Accel
Zetwerk's IPO: Building India's Universal Factory↗Industrials · Supply Chain · Climate

Thursday, 22 October 2026

2 pieces
Amir Kabir
Edition 68 | 2026 — The Grid Becomes a Control Problem↗Climate · AI · Security
Sapphire Ventures
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials · Infra · Climate

Wednesday, 21 October 2026

1 pieces
Craft Ventures
Our Partnership with ASI: America’s engine for critical industries↗Defense · Climate · Mobility

Tuesday, 20 October 2026

1 pieces
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate

Monday, 19 October 2026

1 pieces
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market

Sunday, 18 October 2026

1 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials

Saturday, 17 October 2026

1 pieces
BIG by Matt Stoller · Matt Stoller
How the Fed Is Quietly Inflating the AI Bubble While Hiking Your Electric Bill↗AI · Climate

Friday, 16 October 2026

2 pieces
Lowercarbon
The Fourteen Cent Fire Drill↗Insurance · Climate
Newcomer · Eric Newcomer
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗Infra · Climate

Thursday, 15 October 2026

1 pieces
Convective Field Notes
Chris Sacca on Disasterproof:“Self-interest will save us, not guilt” ↗Climate · Market

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in Lir Labs↗Climate · Industrials
Antler
Uncharted AI↗Materials · Climate · Robotics

Tuesday, 13 October 2026

3 pieces
Harlem Capital
Clean Power, Delivered by Sea: Our Investment in Bluecore Energy↗Climate
Climate Tech VC
🌎 Q3 roundup ft. mega deals, nuclear listings, and more #317↗Climate · Infra
Felicis Ventures
Power Player↗Infra · Climate

Monday, 12 October 2026

2 pieces
Akash Bajwa
Capital Stacks For Atoms↗Climate · Industrials · Defense
Dynamo VC · Santosh Sankar
Dynamo Dispatch (2026/10/12)↗Mobility · Climate · Industrials

Friday, 9 October 2026

1 pieces
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
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