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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, 24 September 2026

3 pieces
Antler
The solo signal↗Market · AI
David Talpalar
Interest Rates Actually Matter in Venture, Too↗Market · Infra · AI
Earnest Sweat
Assigned But Not Read↗Market

Wednesday, 23 September 2026

9 pieces
Nikunj Kothari
The Amplification Gap↗AI · Market
NextView VC
Alpha Lives Upstream↗Market · AI
Lightspeed Venture Partners Blog
Callum King↗Market
Lightspeed Venture Partners Blog
Sasha King↗Market
A16Z
Introducing the a16z Ops Engineering Fellowship↗AI · Market
A16Z
Should We Send Our Kids to HAA?↗Edu · Market
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?↗Edu · Market
Earnest Sweat
The Souls of Seed Folk↗Market
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

10 pieces
Earnest Sweat
The Essay Test↗Market
USV
Joining USV↗Market
USV
Joining USV↗Market
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗Market
Erik Torenberg
Introducing Horowitz Andreessen Academy↗Edu · Market
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen Academy↗Edu · Market
Jess Schram
The Durable Majority↗Market · AI
A16Z
Introducing the Horowitz Andreessen Academy↗Edu · Market
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over Hollywood↗Media · Market

Monday, 21 September 2026

7 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: Implications↗AI · Market
Antler
Attributes over experience↗Market
Radical VC
Introducing Radical Breakouts Fund↗Market · AI
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
Deconstructor of Fun
From Zero Offers To Record Revenue↗Gaming · Market · Media
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate Factor↗Market
Stratechery
Frontier Overhangs↗AI · Market

Sunday, 20 September 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the Economy↗Market
Lenny's Newsletter
90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter Sellis↗Market
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To Research↗AI · Market

Saturday, 19 September 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Finding your first users before the product exists, debriefing your own interviews, what to optimize for in the early years of your career, and more↗Market
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

4 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, Indiana↗Industrials · Market
A Wealth of Common Sense · Ben Carlson
5% Bond Yields↗Banking · Market
Sammy Abdullah
Negotiating the Investment Banker Engagement Letter↗Banking · Market
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗AI · Infra · Market
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