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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, 9 November 2026

3 pieces
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Wall Street Mocks Bernie Sanders as “Almost Dead”↗Gov · Market
A Wealth of Common Sense · Ben Carlson
Expect Less and Appreciate More↗Market
Alumni Ventures · Michael Collins
You Don't Need to Predict the Next Great Startup.↗Market

Sunday, 8 November 2026

3 pieces
Saastr
Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced↗Market · Fintech
Earnest Sweat
Three Rounds in a Trench Coat↗Market
Saastr
Dear SaaStr: What Are the First Things VCs Notice When a Team of Founders Starts Pitching to Them?↗Market

Saturday, 7 November 2026

4 pieces
Guru Chahal
Price the Whole Round↗Market
A16Z
Hip-Hop Has No Social Security. Paid in Full Is Trying to Change That.↗Media · Market
Saastr
A Critical App We Pay For Went Down for 2 Days. They Never Offered a Credit. I Won’t Forget.↗Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #523↗AI · Infra · Market

Friday, 6 November 2026

11 pieces
Hunter Walk
Focus on Finding Role Models, Not Mentors↗Market
Hunter Walk
Focus on Finding Role Models, Not Mentors↗Market
A Wealth of Common Sense · Ben Carlson
Diversification & Drawdowns↗Market
Newcomer · Eric Newcomer
CEOs of Perplexity, Applied Intuition, Flapping Airplanes, Vercel & General Catalyst Join Cerebral Valley Speaker Lineup Ahead of Our Summit Next Week↗Market
Stratechery
Falling Leaves (and Stocks)↗AI · Enterprise · Market
Net Interest · Marc Rubinstein
The Insatiable Demand for Alpha↗Market · Banking
Supercruise
Accelerant, Not Requirement↗Market
Better Tomorrow Ventures
Does Not Compute↗Infra · Market
Newcomer · Eric Newcomer
The Blue Tsunami Is a Victory for Democracy — and a Wake-Up Call for Silicon Valley↗AI · Infra · Market
Sammy Abdullah
SaaS S&M Does Not Get More Efficient With Scale↗Enterprise · Market
Alumni Ventures · Luca Giani
The Preclinical Funding Sweetspot: Chase Your Trifecta+ In The Preclinical Arbitrage↗Bio · Market

Thursday, 5 November 2026

11 pieces
Saastr
20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash↗AI · Market
Pascal
Launching Southbound W27↗Market
Sammy Abdullah
Negotiating with VC or Anyone Else, Part 2↗Market
Opus Letter · Derek Urben
Opus 31: State of Venture, New Funds, and Allocating in Mania↗Market
A Wealth of Common Sense · Ben Carlson
Is it Realistic to Live Off Your Dividends?↗Market
Saastr
SEO May Be Dead. Shopify Just Paid ~$100 Million for Shop.com Anyway.↗AI · MarTech · Market
Collaborative Fund
Welcoming Jason Spinell to Collaborative Fund↗Market
Newcomer · Eric Newcomer
EXCLUSIVE: Sequoia Parts Ways With Half-a-Dozen Partners, Shuts European Office Amid AI-Era Reorg↗Market
Lightspeed Venture Partners
Lightspeed India Monthly Round-Up: October↗Market
Scale Venture Partners · Jeremy Kaufmann
In conversation with Tyler Cowen↗AI · Market
Amplify Partners · David Beyer
Welcoming Luke Riggan to Amplify Bio↗Bio · AI · Market

Wednesday, 4 November 2026

8 pieces
Newcomer · Eric Newcomer
Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths↗AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – November 2026↗Market
Earnest Sweat
The Last Slot↗Market
Sammy Abdullah
Negotiating With VC, or Really Anyone↗Market
Casey Accidental
Copying Cope↗AI · Market
Kyle Harrison
The Hunger For Earnestness↗Market
A16Z
Is Private Equity Cooked? ↗Market
Ian's Blog: Nominal Returns · Ian Gutterman
Why You Should Be Worried About Negative Beta Stocks↗Market
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