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FRI 13 NOV 2026 · 130 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 MarketsConsumerSemiconductors

Thursday, 12 November 2026

2 pieces
Euclid Ventures
Monetizing Payments in Vertical AI↗Fintech · AI · Enterprise
Turner Novak
🎧🍌 The COO Playbook with Emilie Choi, Coinbase↗Fintech · Crypto · Market

Tuesday, 10 November 2026

4 pieces
SciFi VC · Alex Hartz
SciFi Investment Theme: Fintech 3.0↗Fintech · AI
Fintech Ruminations
Faster rails, same old rules↗Fintech · Crypto
Multicoin Capital
DeFi moats in an AI world and the implications for value capture↗Crypto · Fintech
Bain Capital Ventures · Matt Harris
Superpowered Customer Part II: How the death of customer inertia will prompt upheaval↗Fintech · Banking · Insurance

Monday, 9 November 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Customized and Income↗Fintech

Sunday, 8 November 2026

1 pieces
Saastr
Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced↗Market · Fintech

Friday, 6 November 2026

2 pieces
Alex Lazarow · Alex Lazarow
Fintech Investors Left Money20/20 Debating The Future Of Fintech ↗Fintech · AI · Crypto
Coatue · Lucas Swisher, Brendan O'Boyle, Rohan Bharvani, Pranav Anand
Our Partnership with Ramp↗Fintech · Enterprise

Monday, 2 November 2026

1 pieces
Newcomer · Eric Newcomer
Compute Crunch? Startups Aim to Financialize It↗Infra · Fintech

Friday, 30 October 2026

3 pieces
yCombinator
How Varsha Parthasarathy became engineer #1 at Flex — solving a problem she'd experienced↗Fintech · Health
Net Interest · Marc Rubinstein
Follow the Money↗Banking · Fintech · AI
Antler
Hodlnaut, a Singapore-based crypto platform explains why now is the time to start #Hodling↗Crypto · Fintech

Wednesday, 28 October 2026

3 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #55↗Banking · Fintech · Infra
EM Cap · Lotti Siniscalco
The Hardest Job at the Bank↗Banking · Fintech · AI
Multicoin Capital
Rebundling Credit↗Crypto · Fintech · Banking

Tuesday, 27 October 2026

3 pieces
Mouro Capital
Why Mouro Capital Invested in Overwatch Data↗Security · Fintech · Banking
Acrew Capital
Your personal AI agent and a scam store want the same thing↗Fintech · Security · AI
Cowboy VC · Aileen Lee and Rohan Puranik
Where we're looking to invest: AI-powered anti-fraud solutions for consumers & SMBs↗Security · Fintech · Insurance

Monday, 26 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Beyond Bonds in Retirement↗Fintech

Sunday, 25 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Single Stock Futures↗Fintech · Banking

Thursday, 22 October 2026

2 pieces
QED
Different is better than better↗Fintech · Security
QED Investors
Different is better than better↗Fintech · Security

Wednesday, 21 October 2026

3 pieces
Stratechery
Presented by Stripe↗Fintech · Market
Alex Lazarow · Alex Lazarow
Three Buyers, Three Continents: Stablecoins Have A Proven Exit Market ↗Crypto · Fintech
M13
Who Verifies the Agents? Jonathan Awad, co-founder and CEO, Baselayer↗Fintech · AI

Monday, 19 October 2026

1 pieces
Newcomer · Eric Newcomer
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗Fintech

Saturday, 17 October 2026

2 pieces
A16Z Crypto
Money for machines↗Crypto · Fintech · AI
A16Z Crypto
Money for machines↗Crypto · Fintech · AI

Thursday, 15 October 2026

3 pieces
Joe Lonsdale
Ep 166: Eric Glyman on Ramp's Meteoric Growth, Selling Outcomes vs Products, and the Future of White-Collar Work↗Fintech · AI
A16Z
Wallet Wars↗AI · Fintech
Turner Novak
🎧🍌 Why Stripe’s 1st Employee Just Bought a Bank | Darragh Buckley, Increase↗Fintech · Banking

Wednesday, 14 October 2026

6 pieces
Lightspeed Venture Partners Blog
Zaria↗Fintech · Banking
Antler
Why we invested in Ninopay↗Fintech
Conor Witt · Conor Witt
The Data Tapes Edition #54↗Banking · Fintech
Lightspeed Venture Partners Blog
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking
Antler
Dodo Payments↗Fintech
Lightspeed Venture Partners · Aaron Frank and Kat Zhang
Twelve systems, one company, founders from both sides of the table↗Fintech · Banking · Crypto

Tuesday, 13 October 2026

1 pieces
QED
Rabbet’s moat in real estate development software↗Built World · Fintech
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