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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, 21 September 2026

6 pieces
The Micromobility Newsletter · Team M
Get an Inside Look at McKinsey's Mobility Consumer Pulse - Save Your Spot↗Mobility
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)↗DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate Factor↗Market
Stratechery
Frontier Overhangs↗AI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why the Senate Is Weirdly Obsessed with College Sports Instead of Real Problems↗Gov
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If Statement↗AI · Infra · Enterprise

Sunday, 20 September 2026

7 pieces
Guru Chahal
What a European CIO Is Planning for in the AI Era↗Enterprise · AI
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & Permissions↗AI · Consumer
Kyle Harrison
The Mega-Million Dollar Customer↗Enterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark↗AI · Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the Economy↗Market
Lenny's Newsletter
90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter Sellis↗Market
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To Research↗AI · Market

Saturday, 19 September 2026

9 pieces
Lenny's Newsletter
🧠 Community Wisdom: Finding your first users before the product exists, debriefing your own interviews, what to optimize for in the early years of your career, and more↗Market
Net Interest · Marc Rubinstein
Brookfield of Dreams↗AI
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking · Fintech
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?↗Crypto · Banking
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents↗AI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516↗AI · Infra · Market
Vickram Pradhan
Painkiller Problems at the Pentagon, the ICHRA rebrand, and Return of the Juul↗Health · Bio · Defense
Fintech Ruminations
Faster rails, same old rules↗Fintech · Crypto
Sajith Pai
Skateboarding, TOFU, Love, Currencies↗Market · AI · Enterprise

Friday, 18 September 2026

18 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, Indiana↗Industrials · Market
Joe Lonsdale
Ep 162: Brian Chau Built an AI That Uncovers Fraud — It Just Found a $21 Billion Racial Wealth Transfer↗Media · AI
Euclid Ventures
What Veeva Can Teach Vertical AI↗AI · Enterprise
Lightspeed Venture Partners Blog
Collective Model Intelligence: The Next Scaling Axis?↗AI · Infra
Saanya Ojha
The Open Questions in the Race to Run Your Life↗AI · Consumer
Stratechery
Doomforce↗AI · Enterprise · Gov
A Wealth of Common Sense · Ben Carlson
5% Bond Yields↗Banking · Market
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels ↗AI · Infra · Robotics
Sammy Abdullah
Negotiating the Investment Banker Engagement Letter↗Banking · Market
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out ↗AI · Infra · Market
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis
A16Z
Charts of the Week: So Many Apps, So Little Time↗AI · Market
BIG by Matt Stoller · Matt Stoller
AI Is an Elite Crime Spree ↗AI
Jamesin · Jamesin Seidel
Another Instinct Article↗AI · Consumer
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile Island↗AI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 Newsletter↗AI · Climate · Defense
Not Boring · Packy McCormick
Weekly Dose of Optimism #211↗Health · Bio · AI
Brian Sugar
I Wish I'd Thought of That↗Market
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