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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

Friday, 30 October 2026

4 pieces
David Teten
The Investor’s Case for Protecting Democracy↗Market
Clouded Judgement · Jamin Ball
Clouded Judgement 10.30.26 - Dispelling the Myths of the Anthropic S-1↗Infra · Market
99% Derisible · Yoni Rechtman
Our 2026 LP Meeting↗AI · Market
Jamesin · Jamesin Seidel
Introducing Fund III: What If It All Works? ↗Market

Thursday, 29 October 2026

11 pieces
Earnest Sweat
Forty Line Items↗Market
Newcomer · Eric Newcomer
EXCLUSIVE: Former Sequoia India Partners Launch Mettle Capital with $350 million Fund↗Market
Casey Accidental
Building a Better SuperMe, and Raising a $20 Million Series A↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Shows $16.3B in First-Half Revenue, Microsoft Offers Buyouts to 27% of Its Staff, and Chinese Open-Weight Models May Be Done in the US↗AI · Infra · Market
Turner Novak
🎧🍌 Building Felicis from $4M to $4B | Aydin Senkut↗Market · AI · Infra
Minutes
Commanding Heights Released ↗AI · Market
Jeff Morris Jr.
Introducing Chapter One Fund III: What If It All Works?↗Market
Saastr
Sponsor SaaStr AI Annual 2027. Walk Out With 85+ Customer Meetings Set.↗Market
Heartcore
🤟🏻 Heartcore Insights↗AI · Market
Earnest Sweat
Call In Sick↗Market
Forerunner Ventures · Kirsten Green
Investing in SuperMe: The Next Great Knowledge Network↗AI · Market

Wednesday, 28 October 2026

12 pieces
Nikunj Kothari
The Bridge↗Market
Shravan Narayen · Shravan Narayen
Where Should You Be Narrow?↗Market
Lightspeed Venture Partners Blog
Alex LaPolice↗Infra · Defense · Market
Saanya Ojha
Guppy-Level Death, Investment-Grade Debt↗Infra · Market
Phin Barnes
Got RoTo? ↗AI · Market
Carried Away
No Introduction Necessary↗Market · AI
Digital Native · Rex Woodbury
What Comes After Selling Work? ↗AI · Market
Saastr
The $300 Billion Software Debt Wall: The Big B2B Defaults Unfortunately Haven’t Even Started Yet↗Enterprise · Market
makers + builders · Parul Singh
It Was Weird Until It Wasn’t↗AI · Market
Antler
Bottlenecks & Switching Traps↗Gov · Market
Alumni Ventures · Alumni Ventures
Alumni Ventures Named to Inc.'s Founder-Friendly Investors List for Third Consecutive Year↗Market
Eclipse Capital
From Formation to Scale↗Market

Tuesday, 27 October 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
Why Smart People Make Dumb Decisions↗Market
Supercruise
What Is a Company Actually Worth?↗AI · Enterprise · Market
Glasswing VC
Rudina on Bloomberg Businessweek: October 26, 2026↗Market
Acrew Capital
Acrew Capital Named to Inc.’s 2026 Founder-Friendly Investors List↗Market
The Sociology of Business · Ana Andjelic
Hitmakers, Season 3↗Media · Market
Sammy Abdullah
Strategic Buyers Are Taking Over SaaS M&A and Private Equity is Gone↗Enterprise · Market
Ian's Blog: Nominal Returns · Ian Gutterman
Why Trump Wants To Lose The Midterms↗Gov · Market

Monday, 26 October 2026

6 pieces
Kevin Stevens
Poor Charlie’s Almanack↗Market
Kevin Stevens
Who Is Michael Ovitz↗Media · Market
Kevin Stevens
eBoys↗Market
Kevin Stevens
Invent and Wander↗Market
Kevin Stevens
The 38 Letters From J.D. Rockefeller to His Son↗Market
Kevin Stevens
How the Internet Happened↗Market · Media
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