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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…
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Monday, 2 November 2026

6 pieces
Lenny's Newsletter
🎙️ How I AI: Grok vs. Dot vs. Muse vs. Duet + How Figma’s PMs actually use AI every day↗AI · DevTools · Enterprise
Sammy Abdullah
An Ugly But Successful Timeline of a SaaS Company↗Enterprise · Market
Saastr
Why You Don’t Want Humans Doing Outbound Anymore↗MarTech · Enterprise
A16Z
How AI Applications Earn Their Premium↗AI · Enterprise
Lenny's Newsletter
How Figma’s PMs actually use AI every day | Ezra Mechaber (PM, Figma)↗Enterprise · DevTools
Emergence Capital
Who Owns the Intelligence Economy?↗AI · Enterprise · Market

Sunday, 1 November 2026

2 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Anthropic’s S-1, Microsoft’s 27% Buyout, and My 100-Day Rule↗AI · Market · Enterprise
Saastr
Our Core Vendor Was Down for 24 Hours. Our AI Agent Replaced Them Before They Came Back Up.↗AI · Enterprise

Saturday, 31 October 2026

1 pieces
Saastr
SaaS Isn’t Dead. Old SaaS Is Dead: Sierra Adds $150M ARR in One Quarter While ServiceNow Drops 27% in a Day↗AI · Enterprise

Friday, 30 October 2026

2 pieces
Sammy Abdullah
SaaS 101: Measuring Customer Health↗Enterprise
Saastr
Annual Contracts: Maybe Not All They Are Cracked Up To Be↗Enterprise · AI

Thursday, 29 October 2026

5 pieces
Saanya Ojha
Google Is Back in the Doghouse↗AI · Enterprise
Shruti Gandhi · Shruti Gandhi
Is AI Workflow Automation Just SaaS Middleware in Disguise?↗AI · Enterprise
Euclid Ventures
Keith Rabois’ New Rules of Vertical AI↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Crossing the Trillion Dollar Chasm↗Infra · Enterprise · Telecom
Bain Capital Ventures · N. Coletta, D. Stevens
There Is No AI Pricing Playbook. Here Are the Patterns Winning Right Now.↗AI · Enterprise

Wednesday, 28 October 2026

8 pieces
Greycroft.com
The Enterprise Will Own Its Memory: Our Investment in Rocker↗Enterprise · Infra
A16Z
The New Security Agenda↗Security · AI · Enterprise
Saastr
Databricks CRO Ron Gabrisko: 5 Interesting Learnings on Selling at a $190B AI Company: Flat SDR Headcount, 6-10% Reply Rates, and Free Seats That Unlocked Consumption↗AI · Enterprise
Saastr
10 Months Into AI for GTM That Actually Works: The CRO Matters More Than Ever. Every Other GTM Role Is in Flux.↗Enterprise · MarTech · AI
Saastr
The $300 Billion Software Debt Wall: The Big B2B Defaults Unfortunately Haven’t Even Started Yet↗Enterprise · Market
First Round Review
Competing with OpenAI and Meta for your inbox | Jean-Denis Greze (Town Co-founder & CEO)↗AI · Enterprise
8VC · Jack Moshkovich, Alex McLane
Announcing our Investment in Fragment↗Supply Chain · Enterprise
Bain Capital Ventures · Rak Garg
Video: Echelon Is Building an AI Workforce for Enterprise IT↗AI · Enterprise

Tuesday, 27 October 2026

6 pieces
Supercruise
What Is a Company Actually Worth?↗AI · Enterprise · Market
Saastr
Two AI Agents Wiped Critical Data at SaaStr. Both Times, a Copy Nobody Planned Is What Saved Us. It Will Happen To You, Too. Plan For It.↗AI · Enterprise
A16Z
Databricks & the Future of the Firm↗Data · Enterprise · AI
Sammy Abdullah
Strategic Buyers Are Taking Over SaaS M&A and Private Equity is Gone↗Enterprise · Market
Saastr
Sumble: Why 80% Accurate Data Turns Into 33% Accurate Data by the Time Your Agent Uses It, and How Nooks Found 700 Accounts It Didn’t Know About↗Enterprise · AI · MarTech
Meritech
Meritech Software Pulse | 23-October-2026↗Enterprise · AI

Monday, 26 October 2026

2 pieces
A16Z
Let Chaos Reign, and Then Rein In Chaos↗AI · Enterprise · DevTools
Sammy Abdullah
Q3 Private SaaS M&A Data Shows Downshift↗Enterprise · Market

Sunday, 25 October 2026

2 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Meet 100 VCs, None-and-Done Beats One-and-Done, and Build-to-Prod Is Where I’d Make 10 Bets↗Market · AI · Enterprise
Saastr
Half Your CRM Data Is Wrong: AI Prospecting in a World of 49% Exec Turnover↗Enterprise · MarTech

Friday, 23 October 2026

2 pieces
Saastr
The New “Ask Your Developer” Is Ask Your Agent. And It’s The Marketing Battle You Have to Win Now↗AI · Enterprise · DevTools
Saastr
The Double Hockey Stick: Why 1% of Your Users Now Drive 75% of Your AI Costs, and What Figma, Clay, and Higgsfield Are Doing About It↗AI · Enterprise

Thursday, 22 October 2026

4 pieces
Lightspeed Venture Partners Blog
“You can actually have a full organization running with agents and a finance team of two.”↗Enterprise · AI
Saastr
20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B↗AI · Enterprise · DevTools
Sammy Abdullah
Strategics Don’t Pay More than Private Equity↗Enterprise · Market
Saastr
Dear SaaStr: What is the Difference Between a Good Sales Exec and a Great One?↗Enterprise · MarTech
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