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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, 28 September 2026

9 pieces
The Micromobility Newsletter · Team M
Segway Launches Four New Vehicles in Changzhou 🚲↗Mobility
Not Boring · Packy McCormick
Airbound: As We May Move↗Mobility · Climate · Robotics
Lenny's Newsletter
Jev for beginners: how to use it and what to build↗DevTools · Infra
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Next Generation of Income Strategies↗Fintech · Banking
Deconstructor of Fun
Zynga Founder Mark Pincus: Why Your Favourite Ideas Are Almost Always Wrong↗Gaming · Market
Michael Greeley
Guten Tag, Germany – Alles Gut…↗Market · Climate · Defense
Stratechery
Apps, Agents, and Aggregation↗AI · Enterprise · MarTech
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Paramount-WB Isn't Just a Loss, It's a Prelude↗Media · Market
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets Cheaper↗Infra · AI

Sunday, 27 September 2026

11 pieces
Antler
The Path to Series A in Germany↗Market
A Wealth of Common Sense · Ben Carlson
Strange Times↗Market
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & Muses↗AI · Infra
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.↗HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in health↗Health · Market
Alex Lazarow · Alex Lazarow
Why we invested in &you and the venture case for functional health in Southeast Asia↗Health
Alex Lazarow · Alex Lazarow
Why We Invested in Prosper↗Health
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?↗AI · Market
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham↗AI · HR
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.↗Enterprise · DevTools
Earnest Sweat
Commit Early, Commit Often↗Market

Saturday, 26 September 2026

6 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI doomerism, speeding up discovery in a big org, verifying engineering answers as a new PM, where analytics adds the most value, and more↗AI · Data
Kyle Harrison
Sailing Tailwinds↗Defense · Market · AI
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CX↗Enterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader Focuses↗Enterprise · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #517↗AI · Infra
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026↗Market

Friday, 25 September 2026

14 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are Losers↗Market
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr↗AI · Market
Deciens
Deciens Connect 2026: Field Notes↗Fintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents Revolt↗AI · Fintech · Insurance
Saanya Ojha
What Meta Is Getting Right With Muse↗AI · Consumer
Stratechery
Begun, the Aggregator Wars Have↗AI · Marketplace · Retail
Glasswing VC
Rudina on Bloomberg Businessweek: September 25, 2026Deals
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo Lab↗AI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%↗Enterprise
A16Z
How Silicon Valley Knows Its People↗Market
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.↗AI · Consumer · Retail
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost↗Enterprise · DevTools
Antler
What Your Portfolio Thinks About Disruption ↗Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer↗AI · Enterprise
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