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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, 22 October 2026

4 pieces
General Catalyst
Bringing Code Gen Agents to the Rest of the Enterprise↗Enterprise · AI
Amplify Partners · Justin Gage
Announcing our investment in Tiles↗Enterprise · AI
Lightspeed
"You can actually have a full organization running with agents"↗Enterprise · AI
SignalFire
The new era of sales: How voice AI is redefining the live calls↗AI · MarTech · Enterprise

Wednesday, 21 October 2026

3 pieces
Lenny's Newsletter
Claude Duet is beautiful. I still forgot to use it↗AI · Enterprise
Saastr
Meta’s Muse and Our AI VP of Revenue 10K Built Their Own ‘Secret’ Mailbox to Work Together. Then They Came Up With a Safe Word.↗AI · Enterprise
Sammy Abdullah
SaaS M&A Multiples Now at 8x on Median↗Enterprise · Market

Tuesday, 20 October 2026

5 pieces
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
yCombinator
How Vin Bui became engineer #1 at Nowadays — and started treating it like his own company↗AI · Enterprise
Insight Partners
Behind the Investment: Qualitate↗Enterprise · Data
Saastr
5 Interesting Learnings from Braze at $910 Million in Revenue: A $5.66B Sale to Salesforce, 26% Growth, and Operating Expenses Up Just 6%↗Enterprise · MarTech
Sammy Abdullah
Data from the Most Robust SDR Survey We’ve Seen↗MarTech · Enterprise

Monday, 19 October 2026

4 pieces
Supercruise
Record Dollars, Rare Exits↗Market · Enterprise
Sammy Abdullah
The Best SaaS AE and SDR Survey Data We’ve Found↗Enterprise · HR
Saastr
The Top 10 Mistakes I See In The CRO / VP of Sales Hiring Process↗Market · Enterprise
Menlo
Talk of the Town: Menlo Is Co-Leading Town’s $108M Series B↗AI · Enterprise

Sunday, 18 October 2026

3 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (10/16/2026): Brains, Boundaries & Black Boxes↗AI · Enterprise · Security
Tomasz Tunguz · Tomasz Tunguz
What if They're All Clouds?↗Infra · Enterprise
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore↗Market · Enterprise · AI

Saturday, 17 October 2026

1 pieces
Saastr
Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?↗Enterprise · AI

Friday, 16 October 2026

6 pieces
Madrona Ventures
Three Traits Shared by Successful Founders & Execs↗AI · Enterprise
Saastr
Going Headless: Claudeforce vs. Replit vs. Lovable, Agents Picking Our Vendors, and Two of Our Agents Built Their Own Inbox to Talk Behind Our Back: The Agents #016↗Enterprise · AI · MarTech
Saastr
G2’s 2026 AI Agents Report: Only 9% of Buyers Think Seat Pricing Is Fair, 57% Want Usage-Based, and 74% Will Shop You at Renewal↗AI · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap↗AI · Enterprise
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market
Emergence Capital
Selling the Outcome: A Conversation with Gainsight CEO Chuck Ganapathi↗Enterprise · AI

Thursday, 15 October 2026

3 pieces
Saanya Ojha
The Call Will Come From Inside the House↗AI · Security · Enterprise
Meera Clark · Meera Clark, Partner @ Redpoint
Selling the Work: What Mission Bay Keeps Missing About Main Street↗AI · Enterprise
Saastr
5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days↗Enterprise · Market

Wednesday, 14 October 2026

8 pieces
Antler
Why we invested in Cloop↗Enterprise · AI
Antler
Why we invested in Picnic↗Enterprise · DevTools
Lightspeed Venture Partners Blog
AI for the Real Economy: Our Series A in Zenzap↗Enterprise · AI
Sammy Abdullah
SaaS Solution Selling Done Right↗Enterprise · Market
Saastr
Want to Steal a Customer From a Competitor? Ask Them What It Would Really Take↗Enterprise · MarTech
A16Z
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys↗AI · Enterprise
Lightspeed Venture Partners · Tal Morgenstern
AI for the Real Economy: Our Series A in Zenzap↗AI · Enterprise
Alumni Ventures
The Rise of AI-Native Services: Why the Next Generation of Software Will Sell Outcomes, Not Tools↗AI · Enterprise

Tuesday, 13 October 2026

3 pieces
Tanay Jaipuria · Tanay Jaipuria
The Rise of DeployCos↗AI · Enterprise
Battery Ventures
How AI is Turning ERP Incumbency from an Asset to a Liability↗Enterprise · AI
Greycroft.com
Workday to Acquire C1.ai, a Leading Agentic Identity Platform for People and Agents↗Enterprise · AI
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