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SAT 14 NOV 2026 · 141 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 MarketsSemiconductorsConsumer

Thursday, 3 September 2026

9 pieces
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗AI · Retail · Fintech
A16Z
The Incumbents Are Coming↗AI · Enterprise
The Sociology of Business · Ana Andjelic
How brands make culture↗MarTech · Consumer
The Micromobility Newsletter · Team M
Micromobility America 2026: Here’s What’s Coming↗Mobility
Nongaap Investing · Mike
[P] Nongaap Research↗Deals
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Infra
A16Z Crypto
When throughput is not enough: What financial markets need from blockchains↗Crypto · Banking · Fintech
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI↗AI · Infra

Wednesday, 2 September 2026

22 pieces
Evan O'Donnell
Read, Don’t Rank↗AI · Enterprise
Radical VC
The Rise of NeoLabs↗AI · Market
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics
BIG by Matt Stoller · Matt Stoller
How the LSAT Become the Ticketmaster of Law School Admissions↗Edu · Legal
Saanya Ojha
Claude Takes Another Lap↗AI · Enterprise
Convective Field Notes
Introducing Resilience Week ↗Climate
Battery Ventures
Defying Gravity: The System of Record in the Age of AI↗Enterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent↗Enterprise · AI
A16Z
Apex: The Spacecraft Platform Company↗Defense · Semis
Phin Barnes
AI gutting what you love about work? Me too.↗Market
Sammy Abdullah
Yahoo’s Mistakes↗Market
Kevin Stevens
Software's Death Was Greatly Exaggerated↗Enterprise · AI
Saastr
Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.↗Enterprise · MarTech
Earnest Sweat
Ringless↗Market
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterprise↗Enterprise · AI
Day by Jay · Jackie DiMonte
The Series A is dead, Long live the Series A ↗Market
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack↗AI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael Burry↗AI · Market
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power Profile↗AI · Infra · Data
Sequoia
The Cognitive Revolution↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Thought It Means↗AI

Tuesday, 1 September 2026

9 pieces
Vickram Pradhan
Breakthroughs in Cancer Care; Clinical vs. Operational vs. Commercial Innovation in Healthcare↗Bio · Health
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine Capitalism↗AI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #52↗Banking · Data · Climate
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”↗Robotics · AI
Annelies Gamble
Science's Observability Problem↗Bio · AI
Teddy Blank · Teddy Blank
The Golden Age of Biomedical Devices Has Arrived↗Bio · Health · AI
NextView VC
Magical Thinking and Our Investment in Fambot↗Consumer · AI
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
Patrick Salyer
The new Series A is the old Series B.↗Market
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