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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

Sunday, 9 August 2026

2 pieces
Continuations · Albert Wenger
The Cost of Capital in the AGI Age↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples↗AI · Market

Saturday, 8 August 2026

2 pieces
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis
Saastr
The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole Thing↗Market

Friday, 7 August 2026

9 pieces
Glenn Borok
Airtable didn't get acquired - it got divorced↗Enterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow Economy↗Market · MarTech
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? ↗Market
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons↗Enterprise · Market
Earnest Sweat
The Songwriting Credit↗Market
Sammy Abdullah
Don’t be First-to-Market↗Market
99% Derisible · Yoni Rechtman
No revenue is enough revenue↗Market
Madrona Ventures
Seattle Tech Week 2026: The Most Seattle Tech Week Yet↗Market
First Round Review
Board Meetings 101 (for Early Stage Founders)↗Market

Thursday, 6 August 2026

8 pieces
A Wealth of Common Sense · Ben Carlson
Investing is a Game of Survival↗Market
Pear
New grad hiring: Why slope, not experience is worth paying for↗Market · HR
Youssef Kalad
What's a career, anyway?↗Market · HR
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind Spot↗Market · AI
Shruti Gandhi · Shruti Gandhi
HappyRobot, Sapiom, and Agency↗Market
Brian Sugar
The Room Reads First↗Consumer · Market
Northside Ventures
Where is the White Space for Canadian Defence Founders?↗Defense · Market
Making Connections by Jax · Jax Vullinghs
More book recommendations↗Market

Wednesday, 5 August 2026

7 pieces
Euclid Ventures
Venture Capital's Blackstone Problem↗AI · Market · Enterprise
Sammy Abdullah
Stop Worrying About Competitors↗Market
Saastr
Airtable Just Sold for $2.25B at 2.7x ARR. It Raised $1.4B and Was Once Worth $11.7B. This Was … Market↗Enterprise · Market
Harlem Capital
Harlem Capital Intern Yearbook: August 2026↗Market
White Star Capital
White Star Capital holds final close of $250m USD for Fund IV↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: When Genius Failed, Again↗Market
Tomasz Tunguz · Tomasz Tunguz
Spending Like a Hyperscaler↗AI · Infra · Market

Tuesday, 4 August 2026

5 pieces
Lolita Taub
😱 Deep-sea creatures, Claude for VCs, new funds drying up, crazy valuations, $1M funding opportunities, and more↗Market
Sammy Abdullah
Learnings from Benchmark’s Story↗Market
Carried Away
Some Assembly Required↗Market · AI
Lenny's Newsletter
What if you’re not supposed to have a long-term plan?↗Market
Antler
Applications for Antler Singapore Inception SG21 are now open↗Market

Monday, 3 August 2026

7 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 1 ↗Market
Insight Partners
How Guillaume Pousaz built Checkout.com into a globally scaling fintech↗Fintech · Market
Climate Tech VC
🌎 CTVC’s guide to New York Climate Week ‘26 #307↗Climate · Market
Saastr
I Was Wrong About Marketing ROI. Here’s What $100,000,000+ in Sponsorship Sales Taught Me.↗MarTech · Market
Abe Murray
AlleyCorp Deep Tech | July 2026 Newsletter↗Market · Defense · Robotics
Saastr
2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.↗Market · AI · Enterprise
Net Interest · Marc Rubinstein
Leopold’s Fall↗Banking · Market
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