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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, 12 October 2026

1 pieces
AVC · Fred Wilson
The Short King Is Dead, Long Live The Short King↗Market

Sunday, 11 October 2026

4 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (10/09/2026): Minds, Money, Math & Morality↗AI · Market
A Wealth of Common Sense · Ben Carlson
Betting on Hope↗Market
Saastr
Jason’s Takes on This Week’s 20VC: Loyalty Changed for Good, Agents Now Pick Your Vendors, and When to Take the $2 Billion↗Market · AI · Enterprise
Cowboy VC
The Emerging Vertical AI Landscape, And Our Vertical AI Market Map↗AI · Market

Saturday, 10 October 2026

3 pieces
Kyle Harrison
The Death of Venture Capital’s Short Kings↗Market
Net Interest · Marc Rubinstein
When Saturday Comes↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #519↗AI · Infra · Market

Friday, 9 October 2026

4 pieces
Saanya Ojha
Please Be Nice to Claude↗AI · Market
AlleyCorp
AlleyCorp in Q3: CEO Summit + Valar, Valon and Thyme Care Raises↗Market
99% Derisible · Yoni Rechtman
Data beyond brokerage↗AI · Data · Market
Saastr
It Takes 12 Years to IPO. Then Another 2-3 for Your VCs to Get Liquid. And Founders Can Generally Only Sell About ~4% a Year.↗Market

Thursday, 8 October 2026

14 pieces
Andrew Ziperski
Unburdened By What Has Been↗Market · AI
Antler
Beyond the Wrapper: Google Cloud and Antler on Building AI-Native Startups in EMEA↗AI · Market
A Wealth of Common Sense · Ben Carlson
Better Investment Right Now: Stocks or Bonds?↗Market
Lightspeed Venture Partners Blog
Adil Haque↗Market
Newcomer · Eric Newcomer
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗Market · AI
Joe Lonsdale
Ep 165: OPM Director Scott Kupor on Shrinking Government, Bringing Merit Back, and Why America’s Best Minds Should Join the U.S. Tech Force↗Gov · Market
Earnest Sweat
The Pitch Count↗Market
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
Phin Barnes
The Executive Search Operating System↗HR · Market
USV
The Next Chapter of USV↗AI · Infra · Market
David Talpalar
Every Company Must Be in Build Mode. Always.↗Market · AI
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
Brian Sugar
Lobsters: Lisa Turns 50↗Market
Lightspeed Venture Partners
Lightspeed India Monthly Round-Up: September↗Market

Wednesday, 7 October 2026

7 pieces
Lateral Thinking · Marco Demeireles
Undercovered↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Euclid Ventures
AI Is Making Sales More Human↗MarTech · Market
NextView VC
The Three Paths for Seed Investors↗Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Sudden Wealth Syndrome↗Market
Coatue
Public Markets Update Deck↗Market

Tuesday, 6 October 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
The Rich Are Getting Richer. So Is Everyone Else↗Market
Lolita Taub
😈 Trolling, physical AI, energy, top 20 angels, solo founders, $1.3M+ funding opportunities, and more↗Market
Euclid Ventures
False Profits↗Market · AI
Founder Collective · Founder Collective
Book Recs from Boston's Best Builders: The 2026 Collective Future Library↗Market
Bessemer Venture Partners
Launching AI products that win: Legora↗Legal · Market
Multicoin Capital
Welcoming Mason Nystrom↗Crypto · Market

Monday, 5 October 2026

1 pieces
Nikunj Kothari
More warm bodies↗Market · AI
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