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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

Friday, 11 September 2026

7 pieces
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Be dumb. Waste Money. Win.↗Market
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
A16Z
Catching the (Venture) Bus↗Market · AI
Ian's Blog: Nominal Returns · Ian Gutterman
My September 11th Experience↗Insurance · Market
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? ↗Market · Retail

Thursday, 10 September 2026

9 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
Equal Ventures
Weapons of Mass (Capital) Deployment ↗Market · Climate
A Wealth of Common Sense · Ben Carlson
A Short History of Trend-Following and Momentum↗Market
Newcomer · Eric Newcomer
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗Market
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Jared Heyman
On why to ignore TechCrunch at YC Demo Day↗Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook: September 2026↗Market
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Earnest Sweat
The Unmarked Run↗Market

Wednesday, 9 September 2026

9 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
Fabrice Grinda
Population Decline Is Real. So Is the Reversal.↗Market
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
Venture Unlocked · Samir Kaji
Wins Above Replacement: The New Way to Judge Founders↗Market
Melody Koh · Melody Koh, Partner @ NextView
The Third Layer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everywhere Millionaires↗Market
First Round Review
Firing Underperforming Employees (at Startups)↗HR · Market

Tuesday, 8 September 2026

13 pieces
Travis May
Lessons from Shaper’s Third Year↗Market
Newcomer · Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗Market
A Wealth of Common Sense · Ben Carlson
The End of a Golden Era For Investors↗Market
Harlem Capital
Our 27th Class: Meet Harlem Capital’s Fall 2026 Interns↗Market
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)↗AI · Market
Sammy Abdullah
Strategic Investors Do NOT Matter↗Market
Climate Tech VC
🌎 Back to school #312↗Climate · Data · Market
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us↗Market · Enterprise
David Teten
Update on Investors for a Better America: Strengthening our Capitalist Democracy↗Market
Michael Greeley
Another Great Add to the Flare Capital Team…↗Market
Menlo VC
Welcome Alex Kurland, Menlo’s Newest Partner↗Market
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market

Monday, 7 September 2026

2 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor Day↗AI · Market
Battery Ventures
Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued Growth↗Market
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