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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, 21 August 2026

1 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?↗Enterprise · AI

Thursday, 20 August 2026

3 pieces
Phin Barnes
Raise less and build software↗AI · Enterprise
Sammy Abdullah
Software Multiples Are Up, And Staying Up↗Enterprise · Market
Ian's Blog: Nominal Returns · Ian Gutterman
Accelerant Extinguishes Its Stock Listing↗Insurance · Enterprise

Wednesday, 19 August 2026

5 pieces
Sammy Abdullah
Controlling SaaS Churn↗Enterprise
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop↗Enterprise · DevTools
Insight Partners
The enterprise AI bottleneck is about context, not capability↗AI · Enterprise · DevTools
Madrona Ventures
Celebrating Highspot↗Enterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · Enterprise · DevTools

Tuesday, 18 August 2026

5 pieces
Meritech
Meritech Software Pulse | 14-August-2026↗Enterprise
Simon Wu
Gross Margin Isn’t Telling You What You Think It Is↗AI · Enterprise
Sammy Abdullah
What Publicly Traded SaaS CEO’s are saying about AI↗Enterprise · AI
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.↗Enterprise · AI · Infra
Ben Yoskovitz
How I Use AI Without Outsourcing the Thinking↗AI · Enterprise

Monday, 17 August 2026

4 pieces
Acrew Capital
Why We Backed Wispr: The Interface That Finally Listens↗DevTools · Enterprise · AI
Saastr
We Churned Notion After 7 Years. Our AI Agent Took Its Last Job.↗Enterprise · AI
Turner Novak
🎧🍌 Rebuilding for the AI Era | Shensi Ding, Merge↗AI · DevTools · Enterprise
Menlo VC
The Keyboard Is Dying on Schedule. The Text Box Is Next.↗AI · Enterprise · DevTools

Sunday, 16 August 2026

4 pieces
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders Now↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (08/14/2026): Weights, Wall Street, Wrappers & Watermarks↗AI · Enterprise · DevTools
Saastr
The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)↗Enterprise
Lenny's Newsletter
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber↗AI · Enterprise

Saturday, 15 August 2026

1 pieces
Saastr
Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.↗AI · Enterprise

Friday, 14 August 2026

3 pieces
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June↗AI · Enterprise · Retail
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise

Thursday, 13 August 2026

7 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AI↗AI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr↗Enterprise · DevTools · AI
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%↗Retail · Enterprise
Antler
Sophiie AI↗AI · Enterprise
Antler
CrayonLabs↗AI · Enterprise
Antler
Dodge.ai↗Enterprise · AI
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?↗Enterprise · Market · Fintech

Wednesday, 12 August 2026

5 pieces
Saanya Ojha
Revenge of the Wrappers↗AI · Enterprise
A16Z
What It Takes to Get Paid↗Enterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
First Round Review
Firsthand: Six Years at Vanta, My Reinvention is the Only Constant↗Enterprise
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series C↗DevTools · AI · Enterprise

Tuesday, 11 August 2026

2 pieces
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗Enterprise · AI
Sammy Abdullah
Big Themes and CEO Quotes from Q2 SaaS Earnings Calls↗Enterprise
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