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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

Friday, 25 September 2026

2 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
Alex Oppenheimer
What’s Next?↗Market · Enterprise

Thursday, 24 September 2026

4 pieces
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London↗Enterprise · Fintech · HR
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human↗AI · Enterprise · DevTools
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good Performance↗Enterprise
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit Rating↗AI · Security · Enterprise

Tuesday, 22 September 2026

2 pieces
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth↗Enterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market

Monday, 21 September 2026

4 pieces
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in Years↗Enterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Sunday, 20 September 2026

3 pieces
Guru Chahal
What a European CIO Is Planning for in the AI Era↗Enterprise · AI
Kyle Harrison
The Mega-Million Dollar Customer↗Enterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark↗AI · Enterprise · DevTools

Saturday, 19 September 2026

1 pieces
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

3 pieces
Euclid Ventures
What Veeva Can Teach Vertical AI↗AI · Enterprise
Stratechery
Doomforce↗AI · Enterprise · Gov
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis

Thursday, 17 September 2026

4 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the Model↗AI · Enterprise
Lightspeed Venture Partners Blog
What It Actually Takes to Replace a Legacy ERP↗Enterprise · AI
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop↗Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin Opportunity↗AI · Enterprise · Fintech

Wednesday, 16 September 2026

1 pieces
Insight Partners
How the context layer creates enterprise ROI↗Enterprise · AI

Tuesday, 15 September 2026

6 pieces
Meritech
Meritech Software Pulse | 11-September-2026↗Enterprise · AI
USV
Product in the Agentic Age↗AI · Enterprise
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?↗Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AI↗Enterprise · AI · Market
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗AI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells Itself↗Enterprise · AI

Monday, 14 September 2026

2 pieces
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet↗AI · Enterprise
Akash Bajwa
Agent Traffic: Infrastructure & Security Software Signals↗AI · Infra · Enterprise

Sunday, 13 September 2026

2 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make Sense↗AI · Enterprise · Fintech
Saastr
SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not Contacts↗MarTech · Enterprise

Saturday, 12 September 2026

2 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Stage 2
How Should Founders Negotiate With Procurement?↗Enterprise

Friday, 11 September 2026

3 pieces
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise

Thursday, 10 September 2026

1 pieces
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
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