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…

Monday, 31 August 2026

2 pieces
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market
Kenneth Auchenberg
Build the damn best product.↗Market

Friday, 28 August 2026

3 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?↗Gov · Market · Fintech
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI

Thursday, 27 August 2026

8 pieces
Earnest Sweat
The Corner Three↗Market
A Wealth of Common Sense · Ben Carlson
10 Things You Need to Know About Investing in Stocks↗Market
Phin Barnes
Natural Value↗AI · Enterprise · Market
Extantia Capital
Putting humanoids to work on Europe’s factory floors↗Robotics · Industrials · Market

Wednesday, 26 August 2026

9 pieces
Nikunj Kothari
Being legible to capital↗Market
Euclid Ventures
Nobody Wants Your Software↗AI · Enterprise · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Free Markets Dead?↗Market
Venture Prose
Timing, Attitude and Discernment↗AI · Market
BIG by Matt Stoller · Matt Stoller
Why Political Moderates Are Losing↗Gov · Market

Tuesday, 25 August 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
How Will This Cycle End?↗Market
Carried Away
No Guitars on This Track↗Market
Adrian Radu
Tech IPO Performance↗Market
Jamesin · Jamesin Seidel
Analysis of NeoLab Raises↗AI · Market
Top posts this week
03
The Jensen Era Ends
Aspiring for Intelligence