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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

Monday, 5 October 2026

10 pieces
Minutes
Asset Light Software↗Enterprise · AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – October 2026↗Market
Feld Thoughts · Brad Feld
Founded Colorado↗Market · Gov
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
Deconstructor of Fun
Why Great Hires Fail at Startups.↗Market · HR
Saastr
You’ll Probably End Up With 40% Of Your Revenue from “International.” Invest Earlier There.↗Enterprise · Market
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
Founder Collective · Micah Rosenbloom
"Is AI a Bubble or Not?" Is the Wrong Question↗AI · Market
Bessemer Venture Partners
Nominations are open for the inaugural AI 100↗Market

Sunday, 4 October 2026

1 pieces
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market

Saturday, 3 October 2026

4 pieces
Feld Thoughts · Brad Feld
New Zealand, Colorado, and a Lunch in Boulder↗Market
Lenny's Newsletter
🧠 Community Wisdom: Getting value from personal AI agents without handing over your inbox, the ego threat of going from IC to manager, uncommon perks to negotiate for, and more↗Market
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market

Friday, 2 October 2026

10 pieces
Earnest Sweat
The Steal↗Market
Entrepreneur First
Portfolio News | September 2026↗Market
A Wealth of Common Sense · Ben Carlson
Why is Consumer Sentiment so Low?↗Market
Teddy Blank · Teddy Blank
Cluster Luck↗Market
Also by Roy Bahat · Roy Bahat
To my friends going to The Curve↗AI · Market
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market
Erik Torenberg
Introducing Cosign↗Market
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #213↗Market

Thursday, 1 October 2026

15 pieces
Newcomer · Eric Newcomer
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗Market
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General Partners↗Market
Earnest Sweat
Blue Cars↗Market
Jamesin · Jamesin Seidel
Poker.↗Market
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
Brian Sugar
Who Understand↗Market
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of Runway↗AI · Enterprise · Market
Saastr
You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells.↗Market
Wing VC · Jake Flomenberg
Wing Welcomes Tyson Mao↗Market
Wing VC · Chris Zeoli
Cheap Money Is the New Moat in AI Infrastructure↗Infra · Market
Redpoint Ventures
Market Update: Exits & Liquidity↗Market
SignalFire
Unlocking the 'Aha' Moment: Developer Relations for Startups↗DevTools · Enterprise · Market
NFX
1,000 Simultaneous Experiments: The Next Mental State for Founders↗AI · Market
Paul Graham · Paul Graham
Making Startups Powerful↗Market
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