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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

Thursday, 10 September 2026

12 pieces
Saastr
5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI↗Data · AI · Enterprise
A16Z
Investing in Highstock↗Marketplace · Retail · AI
Sammy Abdullah
12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era↗Enterprise · AI
The Micromobility Newsletter · Team M
The Long Road to America's Drone Delivery Network↗Mobility · Supply Chain · Retail
The Sociology of Business · Ana Andjelic
Simulation marketing↗MarTech · AI · Media
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra
David Talpalar
Welcome to the AI Personal Assistant Era↗AI · Enterprise
Uma Chalik
🏝 FOUR SEASONS TAMARINDO↗Travel
Earnest Sweat
The Unmarked Run↗Market
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

26 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
A16Z
Investing in Cognition↗AI · DevTools
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Saastr
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue↗AI · Enterprise
Investing in AI · Rob May
Reader Submission: A Deeper Dive on Dell↗AI · Industrials
Saanya Ojha
Mathematicians Have Navier Been More Stoked↗AI · Data
Euclid Ventures
The Sriracha Problem↗AI · Marketplace · Enterprise
A16Z
Investing in Lightfield↗Enterprise
Lerer Hippeau
Please welcome Type, the first multiplayer AI product for teams↗AI · Enterprise
Fabrice Grinda
Population Decline Is Real. So Is the Reversal.↗Market
Sammy Abdullah
Q2 2026 SaaS Earnings: The Best Quarter in Years↗Enterprise · DevTools · Data
Kevin Stevens
Weekend Software↗AI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”↗Market · AI
Medha Agarwal
From Models to Machines: The Physical AI Market Map↗AI · Robotics · Industrials
A16Z
Introducing Covenant↗Defense
Startup Hacks · Alex Iskold
On moats and barriers to entry↗Enterprise · AI
Venture Unlocked · Samir Kaji
Wins Above Replacement: The New Way to Judge Founders↗Market
Melody Koh · Melody Koh, Partner @ NextView
The Third Layer↗AI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everywhere Millionaires↗Market
Fintech Ruminations
Faster rails, same old rules↗Fintech · Crypto
Deconstructor of Fun
Just Dessert vs. Gossip Harbour: Who Merged It Better?↗Gaming
First Round Review
Firing Underperforming Employees (at Startups)↗HR · Market
makers + builders · Parul Singh
Your Harness Is the Product↗AI
Sequoia
Partnering with Cymphony: Security Unlocks Adoption↗Security · Enterprise · AI
Lightspeed Venture Partners · Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar
Helping Legal Teams Own Their Intelligence: Our Series H Investment in Harvey↗Legal · AI

Tuesday, 8 September 2026

2 pieces
Travis May
Lessons from Shaper’s Third Year↗Market
Newcomer · Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI Summit↗Market
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