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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

2 pieces
Saastr
Dear SaaStr: What Is the Difference Between a Good Salesman and a Great One?↗Enterprise · MarTech
Buoyant Ventures · Laura Katzman, Sarah Devermann
The Context Layer: Where AI Efficiency Meets Governance↗AI · Enterprise

Thursday, 12 November 2026

7 pieces
Saastr
$1 Billion ARR Is the New $100 Million. The Public B2B Companies Below It Show Why.↗Enterprise · AI
Euclid Ventures
Monetizing Payments in Vertical AI↗Fintech · AI · Enterprise
Sammy Abdullah
AI Commentary from SaaS CEO’s this Q3 Earnings Season↗Enterprise · AI
Saastr
A Great B2B Agent Doubles Your ACV. Most AI Features Don’t Move It at All.↗AI · Enterprise
Saastr
Dear SaaStr: How Do You Become Successful at Enterprise Sales? What Are the Biggest Challenges People Experience?↗Enterprise
Costanoa Ventures · Tony Liu
Delphina: Building the enterprise context factory↗Data · Enterprise · AI
EM Cap · Yaz El-Baba
Owning Intelligence, Not Renting It: Adaption's Sara Hooker and Sudip Roy↗AI · Infra · Enterprise

Wednesday, 11 November 2026

3 pieces
Saastr
Our Agents Never Picked Canva. 10 Learnings on Agent Pricing, Getting Picked, and Security From This Week’s “The Agents” With Ulrik Lehrskov-Schmidt↗AI · Enterprise · MarTech
Sammy Abdullah
R&D Spend Hovers at ~24% of Revenue↗Enterprise
A16Z
Welcome to the B2A Economy↗AI · Enterprise · DevTools

Tuesday, 10 November 2026

7 pieces
Madrona Ventures
World Smart, Corporate Stupid: What It Takes for Models to Understand a Business↗AI · Enterprise · Data
Saastr
AI Startups May Have Fewer Sales Reps. But Not as a Percent of the Team. Has The Playbook Really Changed All That Much?↗AI · Enterprise
Investing in AI · Rob May
Interview With Jason Ambrose, CEO of Backstory↗AI · Enterprise · MarTech
Ben Yoskovitz
Inside the AI-Native Services Business Model↗AI · Enterprise
Sajith Pai
No title↗Market · AI · Enterprise
Meritech
Meritech Software Pulse | 06-November-2026↗Enterprise · AI
Sapphire Ventures
Training AI with Human Experts↗AI · Enterprise

Monday, 9 November 2026

4 pieces
Sammy Abdullah
Q3 Earnings Season is Off to a Strong Start for SaaS↗Enterprise · AI
Saastr
The New Normal in Revenue Per Employee: $237K Is the OldMedian, $655K Is the New Top Tier, and Six B2B Leaders Now Clear $1.5M↗Enterprise · AI
Saastr
Ada Sold to Dialpad for $430M in Stock. Is That an Exit?↗Enterprise · AI
Saastr
Dear SaaStr: What Can a Startup Do to Get Their Customers to Pay on Time?↗Enterprise

Sunday, 8 November 2026

1 pieces
Saastr
Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor↗AI · Enterprise

Saturday, 7 November 2026

3 pieces
Saastr
A Critical App We Pay For Went Down for 2 Days. They Never Offered a Credit. I Won’t Forget.↗Enterprise · Market
Saastr
Gartner Sees Software Growing 14.6% to $1.68 Trillion in 2027: Models at 117%, AI App Platforms at 39%, and Price Increases Doing a Lot of the Work↗AI · Enterprise
Saastr
SaaStr AI App of the Week: Base44. One Founder, Zero Funding, $80 Million From Wix in 6 Months. Now at $200 Million ARR.↗AI · Enterprise

Friday, 6 November 2026

4 pieces
Stratechery
Falling Leaves (and Stocks)↗AI · Enterprise · Market
Sammy Abdullah
SaaS S&M Does Not Get More Efficient With Scale↗Enterprise · Market
Saastr
Top 5 Learnings from Vercel’s COO: 10 SDRs Down to 1, a $5K-a-Year Lead Agent, and 93% of Support Cases Handled by AI↗Enterprise · DevTools · AI
Coatue · Lucas Swisher, Brendan O'Boyle, Rohan Bharvani, Pranav Anand
Our Partnership with Ramp↗Fintech · Enterprise

Thursday, 5 November 2026

1 pieces
Saastr
We Ran an Email Deliverability Bake-Off Across 3 Vendors and 500,000+ Emails This Week. Our AI Agent Ran All of It.↗Enterprise · MarTech · AI

Wednesday, 4 November 2026

5 pieces
Lerer Hippeau
Please welcome Phaze, the enterprise workspace solution↗Enterprise · AI
NextView VC
Why We at NextView Invested in Phaze↗Enterprise · Infra
Saastr
AI Spend Hit $177 Billion This Year. Only 22% of It Came Out of Software Budgets. The 4th Annual State of Enterprise AI Report from Menlo Ventures,↗AI · Enterprise
Acrew Capital
Guava: Voice AI for the Calls That Matter Most↗Infra · Enterprise
General Catalyst
Accounting Can't Be One-Shotted↗Enterprise · AI

Tuesday, 3 November 2026

3 pieces
Sammy Abdullah
ACV is a Vanity Metric; Don’t Chase It↗Enterprise · Market
Menlo VC
2026: The State of Enterprise AI↗AI · Infra · Enterprise
Sequoia
Cresta: From Stanford Research to AI at Work↗Enterprise · AI
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