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SUN 15 NOV 2026 · 152 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 & IndustrialsRoboticsMarketing & Sales TechCybersecurityBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 15 January 2025

5 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: A Key Market Signal
Kyle Poyar's Growth Unhinged · Kyle Poyar
The anatomy of a breakthrough “Service-as-a-Software” business
Digital Native · Rex Woodbury
25 Predictions for 2025 (Part II)
Akshay Mehra
FinTech Isn't Dead
Clayton Petty · Clayton Petty
Tradeoffs of Surgery vs. Chemo for Testicular Cancer

Tuesday, 14 January 2025

25 pieces
Nikunj Kothari
Vanity Theatre
Rougher Thoughts · Sarah Tavel
Leveraging AI
Pirate Wires · Mike Solana
Wildfire
Erik Torenberg
Contra Paul Graham on Wokeness
Saastr
Lightspeed VC: 100% of Startups See $250k+ Deals Take Longer Than 6 Months to Close
Uncork Capital
What I’m excited for in 2025: more models, more use cases, more action
AlleyCorp
AlleyCorp in Q4 and What's Ahead for 2025
A Wealth of Common Sense · Ben Carlson
Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold
Frankly Speaking · Frank Wang
AI SOC Automation isn't the right problem to solve
Supercruise
Read, Write, Do
Equal Ventures
How Equal develops a “Prepared Mind”
The Micromobility Newsletter · Team M
Donkey Republic Secures $8.38M in Debt Financing
First Round Review
How to Make Your Product Idea Go Viral Inside Your Company: Lessons from Figma Slides
Pirate Wires · Mike Solana
Touching Grass is Good For You — Literally
Saastr
Your (Belated) SaaS New Year’s Resolution: Add a Layer
Newcomer · Eric Newcomer
The Limits of Founder Friendly: What Happened at Bench & Why Its Board Pushed Out Its Founder
Turner Novak
🎧🍌 Sheel Mohnot on Building Two Fintechs, Starting Better Tomorrow Ventures
Ben Yoskovitz
The Best Is Yet to Come
Insight Partners
Predictions for ScaleUp GTM leaders and founders in 2025
Lenny's Newsletter
Introducing Core 4: The best way to measure and improve your product velocity
Saastr
Dear SaaStr: What Are Some Startup Costs That You Didn’t Anticipate?
Building Rome(s) · Aadil Maan
How TPMs Lose Credibility and What to Avoid
Termsheet · Zubair N. Paracha
Ninja: The return of HungerStation's founder
Point72 Ventures
Looking back on 2024: The AI playbook takes shape
Tomasz Tunguz · Tomasz Tunguz
Building GTM for AI : Office Hours with Maggie Hott

Monday, 13 January 2025

10 pieces
Collaborative Fund
Minimum Levels of Stress
Deconstructor of Fun
6 Predictions For Games in 2025
Distributed VC
Prescription for Clarity: decoding why PBMs are targeted by ERISA lawsuits
Saastr
Carta: 20% of VC Rounds Last Year Were Down Rounds. It’s Probably Not a Big Deal Anymore.
Battery Ventures' Substack
2025 Predictions from the Condensing the Cloud Team
Sammy Abdullah
Q3 2024 Payback Period Data in SaaS
Saastr
AI Should Kill “Contact Me” in 2025. It’s Long Since Time.
Climate Tech VC
🌎 Final hydrogen tax credits get greenlight #228
Battery Ventures
2025 Predictions from the Condensing the Cloud Team
Stratechery
AI's Uneven Arrival
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