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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, 1 October 2026

4 pieces
Amir Kabir
Edition 65 | 2026 — When AI Gets a Body↗AI · Robotics · Security
Wing VC · Tanay Jaipuria
Investing in Dream Labs: Building general robot intelligence↗Robotics · Infra
Energize Capital
Celebrating DroneDeploy's Next Chapter↗Robotics · Built World · Climate
Wing VC · Tanay Jaipuria
Investing in Ultra: Getting Robots to Work↗Robotics · Supply Chain

Monday, 28 September 2026

2 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market
Not Boring · Packy McCormick
Airbound: As We May Move↗Mobility · Climate · Robotics

Monday, 21 September 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI

Friday, 18 September 2026

1 pieces
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels ↗AI · Infra · Robotics

Wednesday, 16 September 2026

1 pieces
Bilal Zuberi
When Physical Work Becomes Programmable↗Robotics · Industrials · Supply Chain

Thursday, 10 September 2026

1 pieces
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI

Wednesday, 9 September 2026

1 pieces
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials

Tuesday, 8 September 2026

2 pieces
Greylock News
Introducing Antioch: The Simulation Platform for Physical AI↗AI · Robotics
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics

Friday, 4 September 2026

1 pieces
Selina Wang
The Robotics Demo to Production Gap↗Robotics · Industrials

Wednesday, 2 September 2026

1 pieces
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics

Tuesday, 1 September 2026

1 pieces
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”↗Robotics · AI

Monday, 31 August 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homes↗Robotics · Industrials

Friday, 28 August 2026

1 pieces
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

1 pieces
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market

Wednesday, 26 August 2026

2 pieces
Emergence Capital
The robots are ready. Are the assemblers?↗Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an Action↗Insurance · AI · Robotics

Tuesday, 25 August 2026

1 pieces
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools

Monday, 24 August 2026

3 pieces
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical World↗Robotics · AI
Radical VC
World Models in Robotics↗Robotics · AI
Antler
Synthium↗AI · Robotics

Sunday, 23 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024↗Crypto · Robotics · Industrials

Saturday, 22 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #512↗AI · Robotics

Friday, 21 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #207↗Bio · AI · Robotics

Monday, 17 August 2026

1 pieces
Pear
Our investment in Gravis Robotics↗Robotics · Industrials · Built World

Friday, 14 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate

Sunday, 9 August 2026

1 pieces
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics

Wednesday, 5 August 2026

1 pieces
Cathay
The Pragmatic Robotics Boom↗Robotics · Industrials

Tuesday, 4 August 2026

1 pieces
Jamesin · Jamesin Seidel
Some things I've been thinking about - ↗Fintech · AI · Robotics

Monday, 3 August 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in Robotics↗Robotics · AI
Abe Murray
AlleyCorp Deep Tech | July 2026 Newsletter↗Market · Defense · Robotics

Sunday, 2 August 2026

1 pieces
Radical VC
A Functional Taxonomy of World Models↗AI · Infra · Robotics

Tuesday, 21 July 2026

1 pieces
USV
Gritt↗Robotics · Climate

Wednesday, 8 July 2026

1 pieces
USV
Data At The Edge↗AI · Infra · Robotics

Thursday, 4 June 2026

1 pieces
USV
Generalist↗Robotics · Infra

Tuesday, 14 April 2026

1 pieces
Convective Field Notes
The 20-Minute Window↗Climate · Robotics · Defense
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