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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

Tuesday, 1 September 2026

19 pieces
Lolita Taub
🌛 Dark factories, AI decks, immigrant founders, $1.5M+ funding opportunities, and more↗Market
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid ↗Climate · AI
Saanya Ojha
PHASEONE[big] and the Swarm↗AI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, Revisited↗Market · AI
Sammy Abdullah
9 Major Themes from Q2 SaaS Earnings Calls↗Enterprise · AI
Carried Away
Three Beach Minimum↗Market · AI
Matt Brown
Investing in Light↗Climate · Fintech
Saastr
ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.↗Enterprise
A16Z
“Enshittification” Isn’t Real↗Media · Market
Madrona Ventures
Revenue Teams Don’t Need Another Tool, They Need the Truth – Our Investment in SciFin↗Enterprise · Market
Lenny's Newsletter
How to turn your AI into a world-class designer↗AI · DevTools · MarTech
Ben Yoskovitz
Launching Wordspine: A Fun, Free Daily Word Game↗Gaming
Heartcore
👩🏻‍💻 Heartcore Insights↗AI
Sierra Ventures
Sierra Ventures Inception Investment in Thrixel↗AI · Gaming
Meritech
Meritech Software Pulse | 28-August-2026↗Enterprise · Data · Fintech
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis
Sequoia
Partnering with Empirik: Building the Autonomous Infrastructure Engineer↗Enterprise · AI
Sequoia
Partnering with Air: Securing the AI Supply Chain↗Security · Infra
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Think It Means↗AI

Monday, 31 August 2026

20 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling Costs↗AI · Enterprise
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homes↗Robotics · Industrials
Nikunj Kothari
The New Valley↗AI · Market
Equal Ventures
Announcing the Additions of Jon and Sophia to the Equal Ventures Team ↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: Implications↗AI · Market
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.↗Enterprise · Semis
Adrian Radu
The Great AI Talent Concentration↗AI · Market
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workday↗AI · Enterprise · DevTools
Madrona Ventures
Introducing the 2026 Intelligent Applications 40↗AI · Market
A16Z
Expanding the a16z Growth Fund and Platform↗Market
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market
Saastr
We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going Back↗Enterprise · MarTech
The Micromobility Newsletter · Team M
Nextbike Adds 1K E-Bikes to its Berlin Fleet↗Mobility
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?↗Banking
Deconstructor of Fun
Mattel Wants Studios to Pitch the Uncomfortable↗Media · Gaming
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?↗AI · Gov
A Wealth of Common Sense · Ben Carlson
Jerry Seinfeld’s Evergreen Career Advice↗Media
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the Frontier↗AI
Kenneth Auchenberg
Build the damn best product.↗Market

Sunday, 30 August 2026

1 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate
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