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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Tuesday, 3 November 2026

11 pieces
Joe Lonsdale
Ep 168: Sky Harbour CEO Tal Keinan on Why America Stopped Building Airports, the AI Wealth Wave & Private Jet Boom ↗Mobility · Market
Earnest Sweat
Life Is Power Law↗Market
Lolita Taub
🤔 500 free resources, $2.9M+ in funding, Q3 TL;DR, agents at checkout, events and more ↗Market
My Climate Journey · Jason Jacobs
MCJ is Now Override Ventures↗Climate · Market
Euclid Ventures
Who Wins the AI App Layer?↗AI · Market
Sammy Abdullah
ACV is a Vanity Metric; Don’t Chase It↗Enterprise · Market
Fabrice Grinda
My Digital Hygiene Setup for China↗Market
Equal Ventures
Welcoming Rose Majeed to Equal Ventures↗Market
A Wealth of Common Sense · Ben Carlson
How Are U.S. Household Finances Doing?↗Market
Antler
From First Customers to Global Markets↗Market
Sapphire Ventures · Cathy Gao, Jasmine Yang, Sara Thomas
We're Living in a Simulation. Just Not the One You Think↗AI · Market

Monday, 2 November 2026

14 pieces
Climate Tech VC
🌎 SPAC to the future #320↗Climate · Market
Continuations · Albert Wenger
Philosophy Mondays: Knowledge & Consciousness↗Market
Sammy Abdullah
An Ugly But Successful Timeline of a SaaS Company↗Enterprise · Market
A16Z
Welcome Andy Baker↗Market
Grant Gregory
Show. Goes. On.↗Market
Entrepreneur First
Portfolio News | October 2026↗Market · AI · Health
A Wealth of Common Sense · Ben Carlson
A Bloodbath in the Stock Market?↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did Bernie Sanders Set the Terms for the Midterm Elections?↗Market
Earnest Sweat
Two Decks↗Market
Hunter Walk
For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be…↗Market
Hunter Walk
For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be Just Right.↗Market
AV.VC · Michael Collins
Today, Everyone's an Entrepreneur↗AI · Market
Headline · Mathias Schilling
Welcome Jake Storm, Headline's Newest General Partner↗Market
Emergence Capital
Who Owns the Intelligence Economy?↗AI · Enterprise · Market

Sunday, 1 November 2026

3 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Anthropic’s S-1, Microsoft’s 27% Buyout, and My 100-Day Rule↗AI · Market · Enterprise
Investing in AI · Rob May
Silicon Valley Is Wrong About AI, And Wall Street Is Right↗AI · Market
Scale Venture Partners · Will McGinnis
Introducing the Fall 2026 Agents at Scale fellows↗Market

Saturday, 31 October 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: The biggest sources of interruptions for PMs, hiring junior PMs with case studies vs. behavioral interviews, building a product harness for AI-driven development, and more↗Market
Kyle Harrison
The McDonaldization of Venture Capital↗Market · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #522↗AI · Infra · Market
BIG by Matt Stoller · Matt Stoller
Anthropic Isn't Just a Company, It's a Payoff↗AI · Market

Friday, 30 October 2026

8 pieces
Saanya Ojha
Reddit, Google, and the Missing Click↗Media · AI · Market
yCombinator
How Max Friedlander became founding operations at Petrarch↗Market · AI
yCombinator
How Yair Alon went from building Portrait Mode at Google to founding researcher at Poetiq↗AI · Market
yCombinator
How Sherif Amer went from electronics engineer to employee #1 at Indemni↗Market
Collaborative Fund
Confidence isn’t about having more, it’s about calibrating the right amount↗Market
A16Z
New Founder Archetypes in the AI Age↗Market · AI
Newcomer · Eric Newcomer
Big Tech Defied Tradition With a Risky Bet on Trump. It’s Not Looking Like a Winner. ↗Market · Gov
A16Z
Charts of the Week: Job FUD Fades↗AI · Market
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