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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

Tuesday, 8 September 2026

24 pieces
A Wealth of Common Sense · Ben Carlson
The End of a Golden Era For Investors↗Market
Harlem Capital
Our 27th Class: Meet Harlem Capital’s Fall 2026 Interns↗Market
Saanya Ojha
Of Alien Minds and Prisoner’s Dilemmas↗AI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)↗AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.↗AI · Infra · Insurance
Annelies Gamble
Scaling Agentic Commerce↗Banking · AI · Retail
Greylock News
Introducing Antioch: The Simulation Platform for Physical AI↗AI · Robotics
Sammy Abdullah
Strategic Investors Do NOT Matter↗Market
Climate Tech VC
🌎 Back to school #312↗Climate · Data · Market
The Sociology of Business · Ana Andjelic
Six faces of luxury↗Consumer · Travel · Retail
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us↗Market · Enterprise
Radical VC
A World Model for Spatial Intelligence↗AI · Infra · Robotics
David Teten
Update on Investors for a Better America: Strengthening our Capitalist Democracy↗Market
QED
LLM incentives and the application layer↗AI · Enterprise
Not Boring · Packy McCormick
Everyone is Reading Lonesome Dove↗Media · AI
Lenny's Newsletter
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)↗AI
Michael Greeley
Another Great Add to the Flare Capital Team…↗Market
Menlo VC
Welcome Alex Kurland, Menlo’s Newest Partner↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Enshittification of the American Hamburger↗Retail
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with Mistral↗AI · Infra · Market
Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal
Our Investment in Cylake↗Security
Sapphire Ventures
AI (In)Security↗Security · AI
Jump Capital · Yelena Shkolnik
The Center Cannot Hold↗AI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗AI · Enterprise

Monday, 7 September 2026

12 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor Day↗AI · Market
Battery Ventures
Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued Growth↗Market
Lenny's Newsletter
🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stack↗AI · Enterprise
Saastr
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.↗Enterprise · AI
The Micromobility Newsletter · Team M
Lime Returns to San Marcos↗Mobility
Kiera Klinsky
Luck Was A Lady↗Deals
Lenny's Newsletter
Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh Krishnamurthy↗Enterprise · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & Losers↗AI · Market
Deconstructor of Fun
Questions Istanbul Founders Stopped Asking↗Gaming · Market
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra
A Wealth of Common Sense · Ben Carlson
It’s a Concentrated World↗Market
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI Consumption↗AI · Infra

Sunday, 6 September 2026

4 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open Tasks↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (09/04/2026): Swarms, Safeguards & Supremacy↗AI
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M ↗AI · Semis · Mobility
Saastr
Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)↗Enterprise · AI
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