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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

Monday, 7 September 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & Losers↗AI · Market
Deconstructor of Fun
Questions Istanbul Founders Stopped Asking↗Gaming · Market
A Wealth of Common Sense · Ben Carlson
It’s a Concentrated World↗Market

Sunday, 6 September 2026

2 pieces
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)↗Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

3 pieces
Feld Thoughts · Brad Feld
The Real Luxuries In Life↗Market
Kyle Harrison
Dynasties Die In The Dark↗Market
Jared Heyman
On the YC S26 batch — Return of the Atoms↗Market

Friday, 4 September 2026

6 pieces
Earnest Sweat
The Weird Dot↗Market
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Turner Novak
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy↗Market
Saastr
Goodnight & Goodbye, SVB↗Banking · Market
makers + builders · Parul Singh
Goodnight “Inflection Points”↗Market

Thursday, 3 September 2026

4 pieces
Newcomer · Eric Newcomer
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗Market
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets Bigger↗Market
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...↗Market
Euclid Ventures
Forward-Deployed Everything↗AI · Market

Wednesday, 2 September 2026

8 pieces
Radical VC
The Rise of NeoLabs↗AI · Market
Phin Barnes
AI gutting what you love about work? Me too.↗Market
Sammy Abdullah
Yahoo’s Mistakes↗Market
Earnest Sweat
Ringless↗Market
Day by Jay · Jackie DiMonte
The Series A is dead, Long live the Series A ↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael Burry↗AI · Market
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Sequoia
The Cognitive Revolution↗AI · Market

Tuesday, 1 September 2026

8 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine Capitalism↗AI · Market
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
Patrick Salyer
The new Series A is the old Series B.↗Market
Lolita Taub
🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and more↗Market
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, Revisited↗Market · AI
Carried Away
Three Beach Minimum↗Market · AI
A16Z
“Enshittification” Isn’t Real↗Media · Market
Madrona Ventures
Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin↗Enterprise · Market

Monday, 31 August 2026

6 pieces
Nikunj Kothari
The New Valley↗AI · Market
Equal Ventures
Announcing the Additions of Jon and Sophia to the Equal Ventures Team ↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
A16Z
Expanding the a16z Growth Fund and Platform↗Market
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