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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

Friday, 16 October 2026

6 pieces
Stratechery
Home At Last↗Market
99% Derisible · Yoni Rechtman
Venture’s chivalric myths↗Market
Feld Thoughts · Brad Feld
Zero Knowledge: 116 Chapters In↗Media · Market
Earnest Sweat
You're Not Ready↗Market
Sammy Abdullah
Cold Emailing VC↗Market
Erik de Stefanis · Erik de Stefanis
AI, Owning the OpCo, Who will capture the value?↗AI · Enterprise · Market

Thursday, 15 October 2026

8 pieces
Convective Field Notes
Chris Sacca on Disasterproof:“Self-interest will save us, not guilt” ↗Climate · Market
A Wealth of Common Sense · Ben Carlson
Hedging the AI Trade↗Market
Guru Chahal
Anthropic Then and Now: Revisiting My Interview with Daniela Amodei↗AI · Market
Simran Suri · Simran Suri
Call Your Own Plays↗Market · Consumer
Saastr
Meta Ships Muse Wonder, Jev Raises $870M 24 Days After Launch, and Anthropic Cuts Haiku 90%: The Top Takeaways From This Week’s 20VC x SaaStr↗AI · Market
Casey Accidental
How PM Work Is Changing in the AI Era ↗Market · AI
Saastr
5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days↗Enterprise · Market
The Micromobility Newsletter · Team M
Speakers, Partners and an After Party: Micromobility America 2026 Is Taking Shape🎙️↗Mobility · Market

Wednesday, 14 October 2026

12 pieces
Newcomer · Eric Newcomer
Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley↗Market · AI
Lightspeed Venture Partners Blog
Keith Dallara↗Market
Lightspeed Venture Partners Blog
Emily Barron↗Market
First Round Review
Permission to Think For Yourself: Inside the Thiel Fellowship’s Early Years↗Market · Edu
Sammy Abdullah
SaaS Solution Selling Done Right↗Enterprise · Market
Abe Murray
Get Your Tickets to DTNY 2027!↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Higher Rates Worse Than ZIRP?↗Market
Venture Unlocked · Samir Kaji
Oren Zeev on why to stay small and solo, and the nature of AI investing today. ↗Market · AI
Pear
Announcing Pear Fund V: $333M to back founders before it’s obvious↗Market
Saastr
Planning Your 2027 Event Calendar? Our Top 9 Sponsors Averaged 957 Leads at SaaStr AI Annual. And Next Year Will Be Even Bigger↗Market · AI
Collaborative Fund
2026 Collaborative Fund Associate Program: Apply Now↗Market
Feld Thoughts · Brad Feld
Gell-Mann Amnesia, Without the Amnesia↗Market · Gov

Tuesday, 13 October 2026

13 pieces
Collaborative Fund
Collaborative Fund Conversations: Matt Sonsini↗Market
A Wealth of Common Sense · Ben Carlson
Is It Time to Rebalance Your Portfolio?↗Market
Sammy Abdullah
Autopsy of a Venture Backed Company↗Market
Saastr
The #1 Sign Your New CRO, CMO, CCO, CTO Will Fail: They Aren’t Doing It Themselves↗Market · Enterprise
Carried Away
The Coverage Math↗Market
NextView VC
Seed Valuations Are Like Schrödinger’s Cat↗Market
Lenny's Newsletter
How to tell if a startup has a moat ↗Market
Saastr
Private Equity Fundraising Is Down for the Fourth Year in a Row. Selling Your B2B Company to PE Got Harder Again in 2026↗Market
Michael Greeley
What, Me Worry?↗Infra · Market
Continuations · Albert Wenger
Philosophy Mondays: How to Live a Good Life at The Spark of Hudson↗Market
Alumni Ventures
From Vision to Venture: A Founder's Perspective on the Next Era of Productivity↗Market
Who is Nnamdi? · Nnamdi Iregbulem
Valuations Need a Correction ↗Market
Nnamdi Okeke · Nnamdi Iregbulem
Valuations Need a Correction↗Market

Monday, 12 October 2026

1 pieces
Hunter Walk
Why There Will Be More Pro Rata Conflicts↗Market
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