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…

Friday, 18 September 2026

2 pieces

Monday, 14 September 2026

7 pieces
Lightspeed Venture Partners Blog
Karren Yang↗Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Aren’t There More IPOs?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO Already↗AI · Market

Saturday, 12 September 2026

3 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market
Venture Prose
Two pilots in a plane↗Market

Friday, 11 September 2026

3 pieces
Chamath Palihapitiya · Chamath Palihapitiya
We’ve moved.↗Market
A Wealth of Common Sense · Ben Carlson
Millionaires Everywhere↗Market
Crucible Capital
The Era of Compounding Capital↗Market
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