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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

Thursday, 22 October 2026

10 pieces
A16Z
a16z Frontier↗Market · AI · Crypto
Newcomer · Eric Newcomer
The Story of Anthropic’s Cap Table: VCs Showed Up Late to the Party, Toting All the Cash They Could Wrangle ↗AI · Market
A Wealth of Common Sense · Ben Carlson
How I Think About Investing in Bonds↗Market
Equal Ventures
Stop being so “mean”↗Market
The Sociology of Business · Ana Andjelic
Tasteful Manifesto↗Media · Market
Sammy Abdullah
Strategics Don’t Pay More than Private Equity↗Enterprise · Market
Earnest Sweat
Metrics in the Rear View↗Market
David Talpalar
Portfolio Risk in Venture Capital↗Market · AI
Antler
Why the Best Australian Startups Think Like Global Companies↗Market
Amplify Partners
Announcing our investment in Tiles↗Market

Wednesday, 21 October 2026

11 pieces
Newcomer · Eric Newcomer
Emmett Shear + Founders of Simile, SambaNova & WorkOS to Lead Discussions at CVAI Summit ↗Market
Better Tomorrow Ventures
On Risk↗Market · AI
Thomas Reiner
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math↗Mobility · Market
Stratechery
Presented by Stripe↗Fintech · Market
Simon Wu
We All Built an Agent↗AI · Market
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Exits, & Market Trends↗Market
Newcomer · Eric Newcomer
Anduril Investor MVP Ventures Eyes $100 Million Opportunities Fund↗Market
Sammy Abdullah
SaaS M&A Multiples Now at 8x on Median↗Enterprise · Market
Craft Ventures
Inside Un_prompted: Seven Lessons on Marketing & Growth When Agents Are the Customer↗AI · Market
Alumni Ventures · Alumni Ventures
Castor Ventures Portfolio Highlights↗Market
Sequoia
Partnering with Whop↗Market

Tuesday, 20 October 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
Tech People Don’t Know What’s Going to Happen Either↗AI · Market
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
Amplify Partners
Welcoming Madelyn Heart to Amplify Bio↗Market

Monday, 19 October 2026

11 pieces
Supercruise
Record Dollars, Rare Exits↗Market · Enterprise
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
The Sociology of Business · Ana Andjelic
K-shaped culture↗Market
Saastr
The Top 10 Mistakes I See In The CRO / VP of Sales Hiring Process↗Market · Enterprise
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Case for Value and Momentum↗Market
Akash Bajwa
The Founder Hiring Playbook↗Market · AI
A Wealth of Common Sense · Ben Carlson
15 Year Stock Market Returns↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Goodbye AI Bubble, Hello Real Economy↗AI · Market
Amplify Partners · Sunil Dhaliwal
Welcoming Madelyn Heart to Amplify Bio↗Market · Bio · AI

Sunday, 18 October 2026

1 pieces
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: Pro Rata Fights, the First Real AI Price Drop, and Why $500M ARR Isn’t Safe Anymore↗Market · Enterprise · AI

Saturday, 17 October 2026

4 pieces
Abraham Thomas
The Efficient Venture Markets Hypothesis↗Market · AI
Kyle Harrison
Making Stuff Up 2.0↗AI · Market
Lenny's Newsletter
🧠 Community Wisdom: PRDs for agents, tracking competitor messaging, whether software moats still exist, exercising startup options when you leave, and more↗AI · Market
Deconstructor of Fun
What Makes Turkish Founders Excel Is What Holds the Ecosystem Back↗Gaming · Market
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