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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

Sunday, 13 September 2026

2 pieces
Kyle Harrison
How I Write↗Market
Saastr
SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not Contacts↗MarTech · Enterprise

Saturday, 12 September 2026

5 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI basketball coaching, Jira vs. Linear, building a business case for platform teams, favorite AI use cases, and more↗Deals
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?↗AI · Enterprise · Market
Stage 2
How Should Founders Negotiate With Procurement?↗Enterprise
Ed Sim
What’s 🔥 in AI/Infra/VC #515↗AI · Security · Market
Venture Prose
Two pilots in a plane↗Market

Friday, 11 September 2026

17 pieces
Chamath Palihapitiya · Chamath Palihapitiya
We’ve moved.↗Market
A Wealth of Common Sense · Ben Carlson
Millionaires Everywhere↗Market
Crucible Capital
The Era of Compounding Capital↗Market
Simon Wu
The So-Called M&A Recovery Is a Handful of Companies↗AI · Enterprise · Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer
Net Interest · Marc Rubinstein
The Five Deals That Made Apollo↗Banking · Insurance
99% Derisible · Yoni Rechtman
Be dumb. Waste Money. Win.↗Market
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk ↗AI · Security
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?↗AI · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
A16Z
Catching the (Venture) Bus↗Market · AI
Ian's Blog: Nominal Returns · Ian Gutterman
My September 11th Experience↗Insurance · Market
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? ↗Market · Retail
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #210↗AI · Infra · Health
Nick Chirls
Remembering my mom – 25 years later↗Deals
The Micromobility Newsletter · Team M
Berlin Proved “Forward Momentum”- Thank You!↗Mobility

Thursday, 10 September 2026

16 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
A16Z
The Great Health Plan Replacement↗Health · Insurance
Equal Ventures
Weapons of Mass (Capital) Deployment ↗Market · Climate
A Wealth of Common Sense · Ben Carlson
A Short History of Trend-Following and Momentum↗Market
Brian Sugar
Have You Pooped Today?↗Consumer · Bio
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗Infra · Crypto
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis
Convective Field Notes
Request for Resilience Startups↗Climate · Gov
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
Newcomer · Eric Newcomer
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗Market
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise
Turner Novak
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO↗Enterprise · AI · Data
Jared Heyman
On why to ignore TechCrunch at YC Demo Day↗Market
Ryan Shannon · VC @ Radical Ventures
The Legibility Tax↗AI · Enterprise
Harlem Capital
🎓 Harlem Capital Intern Yearbook: September 2026↗Market
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