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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

Wednesday, 23 September 2026

8 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?↗Insurance · AI
Saastr
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New Business↗AI · MarTech
A16Z
Should We Send Our Kids to HAA?↗Edu · Market
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?↗Edu · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wobbly House of Cards↗AI
Brian Sugar
The Definition of Done↗Consumer · Retail
Earnest Sweat
The Souls of Seed Folk↗Market
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the Middle↗AI · Infra · Market

Tuesday, 22 September 2026

19 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?↗AI · DevTools
Earnest Sweat
The Essay Test↗Market
USV
Joining USV↗Market
USV
Joining USV↗Market
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists↗Market
Lenny's Newsletter
I left Claude for months. Opus 5.5 is why I'm back↗AI
A Wealth of Common Sense · Ben Carlson
Why Didn’t We Get a Housing Bubble?↗Built World · Banking
Selina Wang
The Case for Industrial Batteries↗Climate · AI
Saanya Ojha
Open Season↗AI
Insight Partners
Behind the investment: Snorkel AI↗AI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTS↗Industrials · AI · Infra
Erik Torenberg
Introducing Horowitz Andreessen Academy↗Edu · Market
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth↗Enterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee Lens↗Enterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen Academy↗Edu · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your product↗AI · DevTools
Jess Schram
The Durable Majority↗Market · AI
A16Z
Introducing the Horowitz Andreessen Academy↗Edu · Market
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over Hollywood↗Media · Market

Monday, 21 September 2026

13 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: Implications↗AI · Market
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go Public↗Robotics · Industrials · AI
Guru Chahal
The Automation Paradox↗AI · Enterprise · DevTools
Antler
Attributes over experience↗Market
Radical VC
Introducing Radical Breakouts Fund↗Market · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup Truck↗Climate · Industrials · Gov
Saanya Ojha
Agents of Chaos↗AI · Infra
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories ↗AI · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in Years↗Enterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.↗Enterprise · Market
The Sociology of Business · Ana Andjelic
Post-Friction↗AI · Consumer
Deconstructor of Fun
From Zero Offers To Record Revenue↗Gaming · Market · Media
Climate Tech VC
🌎 See you at New York Climate Week! #314↗Climate · AI
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