WED 11 NOV 2026 · 142 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…

Friday, 10 January 2025

21 pieces
Jordan Cooper · Jordan Cooper
A Better Stance
Jordan Cooper · Jordan Cooper
A Better Stance
99% Derisible · Yoni Rechtman
What have you done for me lately?
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Predictions on Predictions
Clouded Judgement · Jamin Ball
Clouded Judgement 1.10.25 - Rising Rates
Not Boring · Packy McCormick
Weekly Dose of Optimism #126

Wednesday, 8 January 2025

4 pieces
Next Big Thing · Nikhil Basu Trivedi
What I'm preparing for in 2025
Nikunj Kothari
Do Hard Things
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