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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

Wednesday, 30 September 2026

3 pieces
Carried Away
VC Grip Strength↗Market · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will Higher Rates Kill the Stock Market↗Market
Harlem Capital
Accountants Who Know AI: Why We Backed MAVI↗HR · Market

Tuesday, 29 September 2026

9 pieces
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.↗AI · Market
Equal Ventures
Announcing Garrett Koehn as our Newest Venture Partner↗Market
Euclid Ventures
SaaSpocalypse Now What?↗Enterprise · Market
Better Tomorrow Ventures
What We're Thinking About (Excerpt from BTV LP Update)↗Market · AI
Lenny's Newsletter
All of the Lenny & Friends Summit talks are now online!↗Market
Josh Elman
51↗Market · AI
Saastr
The Best AI + B2B Events to Sponsor in 2027: Where the Buyers Are↗AI · MarTech · Market
Dhruv Sane
How much capital should a startup raise?↗Market
Sequoia
Listen Labs and Salesforce: Hear Your Customers↗Market

Monday, 28 September 2026

9 pieces
Nikunj Kothari
Deployment Gap↗Robotics · Industrials · Market
Continuations · Albert Wenger
Philosophy Mondays: Reflection and Application↗Market
Climate Tech VC
🌏 Overheard at NYCW '26 #315↗Climate · Infra · Market
Sammy Abdullah
SaaS Companies Achieved Rule of 18 in Q2 2026↗Enterprise · Market
Alex Lazarow · Alex Lazarow
What We Are Backing In Health↗Health · Market
A16Z
OpenAI Understands Something Important and Rare↗AI · Market
Deconstructor of Fun
Zynga Founder Mark Pincus: Why Your Favourite Ideas Are Almost Always Wrong↗Gaming · Market
Michael Greeley
Guten Tag, Germany – Alles Gut…↗Market · Climate · Defense
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Paramount-WB Isn't Just a Loss, It's a Prelude↗Media · Market

Sunday, 27 September 2026

6 pieces
Antler
The Path to Series A in Germany↗Market
A Wealth of Common Sense · Ben Carlson
Strange Times↗Market
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.↗HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in health↗Health · Market
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?↗AI · Market
Earnest Sweat
Commit Early, Commit Often↗Market

Saturday, 26 September 2026

2 pieces
Kyle Harrison
Sailing Tailwinds↗Defense · Market · AI
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026↗Market

Friday, 25 September 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are Losers↗Market
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr↗AI · Market
A16Z
How Silicon Valley Knows Its People↗Market
Antler
What Your Portfolio Thinks About Disruption ↗Market · AI
Alex Oppenheimer
What’s Next?↗Market · Enterprise
Antler
The Problem With Putting AI in a Box ↗AI · Market
Antler
Every Founder Study Starts at the End ↗Market

Thursday, 24 September 2026

4 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of Charts↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inbox↗Market
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?↗Market · AI
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