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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Thursday, 12 November 2026

1 pieces
Accel
Our investment in SE3: Spatial intelligence for autonomous systems↗Defense · Robotics · Infra

Monday, 9 November 2026

3 pieces
Lightspeed Venture Partners Blog
Hardware Engineering Gets Its Intelligence Layer↗AI · Defense · Robotics
Felicis · Paul Smalera
Building Software for Hardware's Highest-Stakes Moments↗Defense · Robotics · Industrials
Lightspeed Venture Partners · Guru Chahal, Sebastian Duesterhoeft, Jonah Cader
Hardware Engineering Gets Its Intelligence Layer↗AI · Defense · Robotics

Friday, 6 November 2026

1 pieces
Madrona Ventures
Madrona Prize 2026: AI Meets the Physical World↗AI · Infra · Robotics

Thursday, 5 November 2026

3 pieces
Guru Chahal
Robotics by the Numbers↗Robotics · Industrials · Health
Obvious
Why We Invested in Humble Robotics↗Mobility · Robotics · Climate
Madrona Ventures
Celebrating Echodyne: Under the Radar No Longer↗Defense · Robotics · Infra

Wednesday, 4 November 2026

1 pieces
Emergence Capital · Rishub Nahar
Robots That Go Brrr↗Robotics · Infra

Monday, 2 November 2026

1 pieces
A16Z
Investing in Tutor Intelligence↗Robotics · Industrials

Sunday, 1 November 2026

1 pieces
Jeff Morris Jr.
Investing at the Intersections↗AI · Bio · Robotics

Thursday, 29 October 2026

2 pieces
A16Z Crypto
Talking hardware with Palmer Luckey↗Defense · Gaming · Robotics
Feld Thoughts · Brad Feld
Formlabs Form Studio 1↗Industrials · Robotics

Wednesday, 28 October 2026

1 pieces
NextView VC
Announcing Our Investment in Rendezvous Robotics↗Defense · Robotics

Tuesday, 27 October 2026

2 pieces
Annelies Gamble
Getting to General Robots That Don’t Suck↗Robotics · Industrials · AI
USV
Physical Vibe Coding: Our Investment in Machenta↗Robotics · Infra

Monday, 26 October 2026

2 pieces
Emergence Capital
How do you price autonomy on a job site?↗Robotics · Industrials · Market
EM Cap
Built on Bedrock: Doubling Down on the Autonomy Platform for Heavy Construction↗Industrials · Robotics

Saturday, 24 October 2026

1 pieces
Jeff Morris Jr.
Once Upon a Time in El Segundo↗Defense · Robotics · Climate

Thursday, 22 October 2026

3 pieces
Apoorv's notes
Why we invested in Arda↗Industrials · Robotics · Defense
Lightspeed Venture Partners Blog
Why We’re Backing Warp↗Bio · Infra · Robotics
Lightspeed
Why We're Backing Warp↗Bio · Infra · Robotics

Tuesday, 20 October 2026

4 pieces
A16Z
Superhuman Hardware Design Is The Easy Part↗AI · Industrials · Robotics
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
A16Z
Investing in Eka Robotics↗Robotics · Industrials

Friday, 16 October 2026

2 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis
Antler
Why we invested in Marco↗Robotics · Infra

Thursday, 15 October 2026

1 pieces
Accel
Our Investment in Origin: Bringing Physical AI to the Built World↗Industrials · Robotics · Infra

Wednesday, 14 October 2026

3 pieces
Antler
Uncharted AI↗Materials · Climate · Robotics
Antler
Aspera Industries↗Defense · Robotics
Antler
Green Aero↗Defense · Robotics

Friday, 9 October 2026

1 pieces
Turner Novak
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures↗AI · Robotics · Defense

Thursday, 8 October 2026

2 pieces
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
Alumni Ventures
AI Is Getting a Body: Five things investors need to understand about robotics in 2026↗Robotics · AI

Wednesday, 7 October 2026

1 pieces
Sequoia
Partnering with Mecka: Bringing AI to the Physical World↗Infra · Robotics

Tuesday, 6 October 2026

1 pieces
General Catalyst
The Robotics Company Creating Safer Jobs↗Robotics · Defense · Climate

Monday, 5 October 2026

1 pieces
Sapphire Ventures · Anders Ranum, Jai Das, Adam Liu, Jasmine Yang
The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor↗Infra · Robotics

Thursday, 1 October 2026

2 pieces
Guru Chahal
What Role Will Frontier Models Play in Robotics?↗Robotics · AI
Glasswing VC
AI Atlas: The Need to Understand the Next Step↗Infra · Robotics · Industrials
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