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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, 17 August 2026

3 pieces
Jared Heyman
On Rebel Theorem 5.0↗Market
Alex Lazarow · Alex Lazarow
Competition is for losers - the AI edition↗Fintech · Market
A Wealth of Common Sense · Ben Carlson
Now THIS is a Bull Market↗Market

Sunday, 16 August 2026

1 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic Perspective↗Fintech · AI · Market

Saturday, 15 August 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and more↗Market
Kyle Harrison
The Unfalsifiable Economy↗Market
Stage 2
Do You Need a GTM Engineer? ↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?↗Market
David Teten
Event Notes: The VC’s Guide to Using AI for Generating Alpha↗Market · AI
Michelle Volz · Michelle Volz
To be or to do↗Market
99% Derisible · Yoni Rechtman
What capital wants↗Market
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗Market · AI
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup Investments↗Market · AI

Thursday, 13 August 2026

5 pieces
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most Expensive↗Built World · Market
Earnest Sweat
The Longest Punt in History↗Market
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?↗Enterprise · Market · Fintech

Wednesday, 12 August 2026

5 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?↗Market
Sammy Abdullah
Land a ‘Buffalo’ to Establish a New Market↗Market
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Depressed Day Traders↗Market
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI

Tuesday, 11 August 2026

7 pieces
Venture Upward · David Beisel
The Blue Note↗Market
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
A Wealth of Common Sense · Ben Carlson
Rich Man, Poor Man↗Market
Better Tomorrow Ventures
2Q26 Newsletter↗Market
Victor Gutwein · Victor Gutwein
2026 Best of the Midwest: Startup City Rankings↗Market
Lenny's Newsletter
How to make people care about your startup↗Market
Venture Unlocked · Samir Kaji
From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park Commons↗Market

Monday, 10 August 2026

8 pieces
Nikunj Kothari
Everything is downstream of ambition↗Market
Earnest Sweat
Distribution Is King↗Enterprise · Market
Harlem Capital
Inside Primary VC: Building New York’s Best Seed Firm↗Market
Saanya Ojha
Zuck’s Great Open-Source Reset↗AI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: Implications↗AI · Market
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025↗Mobility · Climate · Market
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?↗AI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: A Judge Condemns Facebook for Enabling Mass Sexual Exploitation of Kids↗Market

Sunday, 9 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Making it to New All-Time Highs↗Market
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