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…

Monday, 24 August 2026

2 pieces
Deconstructor of Fun
6 Brutal Lessons From First 100 Days As CEO↗Gaming · Market

Friday, 21 August 2026

7 pieces
Deciens
Epistula #15: The Risks We Choose↗Market · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a Success↗Market
On My Mind · Michael Dempsey
The Forest is Always Dark↗Market
99% Derisible · Yoni Rechtman
Our 2Q letter to LPs↗AI · Market
Continuations · Albert Wenger
Slowing Down the Race to Superintelligence↗AI · Gov · Market

Wednesday, 19 August 2026

4 pieces
Euclid Ventures
$100M, Zero Churn, All Channel↗Fintech · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AI↗Market

Monday, 17 August 2026

4 pieces
Deconstructor of Fun
The Man Who Advises on Gaming’s Biggest Deals↗Gaming · Market
Top posts this week
03
The Jensen Era Ends
Aspiring for Intelligence