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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

Sunday, 6 September 2026

2 pieces
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)↗Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.↗AI · Enterprise · Market

Saturday, 5 September 2026

9 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?↗AI · Infra
Lenny's Newsletter
🧠 Community Wisdom: Driving AI adoption when habits are the bottleneck, leveling up from APM to a mid-level PM role, converting a wave of new users to subscription, and more↗AI · MarTech
Feld Thoughts · Brad Feld
The Real Luxuries In Life↗Market
Kyle Harrison
Dynasties Die In The Dark↗Market
Jared Heyman
On the YC S26 batch — Return of the Atoms↗Market
Saastr
California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and Vendors↗Enterprise · AI
Continuations · Albert Wenger
Why AI Consciousness Matters↗AI
Ed Sim
What’s 🔥 in AI/Infra/VC #514↗AI · Infra · Security
Joe Lonsdale
Texas Should Shut Down the Education Cartel ↗Edu · Gov

Friday, 4 September 2026

20 pieces
A Wealth of Common Sense · Ben Carlson
Will Young People Ever Buy a House?↗Built World
Selina Wang
The Robotics Demo to Production Gap↗Robotics · Industrials
Earnest Sweat
The Weird Dot↗Market
Obvious
The Holy Grail of Autonomy is Coming into View↗Mobility · AI
Saanya Ojha
Hallelujah, It’s Raining Models↗AI · Infra
Net Interest · Marc Rubinstein
Hot European Summer↗Banking · Market
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · Infra
My Climate Journey · Jason Jacobs
AI Is Outgrowing the Grid↗Climate · AI · Industrials
A16Z
Investing in Gimlet↗AI
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.↗AI · Market
Turner Novak
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy↗Market
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B↗AI · Enterprise · DevTools
A16Z
Charts of the Week: Experience > Skills↗AI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent Depth↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209↗AI · Infra · Climate
Saastr
Goodnight & Goodbye, SVB↗Banking · Market
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them All↗AI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra
makers + builders · Parul Singh
Goodnight “Inflection Points”↗Market
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & Leverage↗AI · Infra

Thursday, 3 September 2026

9 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve built↗AI · DevTools
Newcomer · Eric Newcomer
India Quotient Shows How the VC Power Law Can Make or Break a Fund↗Market
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets Bigger↗Market
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...↗Market
Euclid Ventures
Forward-Deployed Everything↗AI · Market
My Climate Journey · Jason Jacobs
Our Investment in Light↗Climate · Fintech
My Climate Journey · Jason Jacobs
Our Investment in Light↗Climate · Fintech · Built World
Sammy Abdullah
Software Multiples Continue to Rise↗Enterprise
Saastr
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake↗Enterprise
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