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THU 12 NOV 2026 · 124 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 MarketsConsumerSemiconductors

Saturday, 11 January 2025

10 pieces
Saastr
Microsoft Pays Its AI Engineers 48% More. What About You?
Kyle Harrison
The Inevitability of Advertising
Nongaap Investing · Mike
[P] LW: Seeing Possibilities in Activism
Lenny's Newsletter
🧠 Community Wisdom: Handling stakeholder push back, user personas vs. JTBD, advice on take-home assignment, crowdsourcing the pricing of your SaaS, setting up a product consulting firm, and more
Dash Media
The GSV Big 10: Barbarians at the Gates
Hunter Walk
Scarcity During Experimentation, Abundance During Scaling [mini post]
Stage 2
Rethinking Your Event Strategy
Ed Sim
What’s 🔥 in Enterprise IT/VC #428
Saastr
Quick Ways to Get More High Quality Leads. Right Now.
Erik Torenberg
Dispatches from the Group Chats, Vol 5

Friday, 10 January 2025

24 pieces
Nikunj Kothari
Software Spend Goes Parabolic
A Wealth of Common Sense · Ben Carlson
Is The Housing Market is Becoming a Problem?
Glasswing VC
Glasswing Portfolio Company Labviva Raises $25M in Series B Funding
Feld Thoughts · Brad Feld
Bandwidth: The Untold Story of Ambition, Deception, and Innovation that Shaped the Internet Age and Dot-Com Boom
Joe Lonsdale
How to DOGE US Foreign Aid
Dash Media
🎙️ Ep 32 · Jeanne Allen: Founder & CEO, Center for Education Reform | Ed on the Edge
Jordan Cooper · Jordan Cooper
A Better Stance
Jordan Cooper · Jordan Cooper
A Better Stance
Movements · Adam Feldman
Revolutionizing Mobility: From Inclusive Bike-Sharing to Game-Changing EVs and Remote-Driving Tech | January 10th, 2025
Steven Sinofsky
Remembering Mike Maples, Sr.
99% Derisible · Yoni Rechtman
What have you done for me lately?
My Climate Journey · Jason Jacobs
Preparing for the Inevitable: Why Adaptation Matters
Newcomer · Eric Newcomer
Waymo's Self-Driving Triumph Sets the Stage For a New Phase as Fleets Grow
Sammy Abdullah
Q4 SaaS Multiples Improve Materially
Jared Hecht
Bed Bugs and Trust on the Internet
Jared Hecht
Bed Bugs and Trust on the Internet
Jared Hecht
Bed Bugs and Trust on the Internet
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Predictions on Predictions
Newcomer · Eric Newcomer
Can Waymo Expand Beyond San Francisco?
Saastr
Your Much Bigger Competition Isn’t Always Out to Get You. It Often Just Doesn’t Care.
Clouded Judgement · Jamin Ball
Clouded Judgement 1.10.25 - Rising Rates
Not Boring · Packy McCormick
Weekly Dose of Optimism #126
Saastr
Adding AI to SaaS: Inside the AI Product Strategies of Figma, Cloudflare, GitHub and Ramp
Saastr
Dear SaaStr: What Are The Biggest Problems You Face as a Startup Founder?

Thursday, 9 January 2025

6 pieces
Glasswing VC
AI Atlas: How Can We Make AI More Truthful?
Madrona Ventures
Diagnosing Growth Challenges: Product, Market, or GTM?
Saastr
Crunchbase: 50% of VC Capital Went to SF Bay Last Year, Q4 Roared Back for Venture Capital
Insight Partners
Revolutionizing workflow automation with low-code and no-code solutions
Nkechi Iregbulem
Why Healthcare needs a 'Palantir'
Molly Welch
What I'm watching in AI in 2025
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