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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, 30 August 2026

12 pieces
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the Frontier↗AI · Security
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market · Enterprise · AI
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.↗Market
Kojo Osei
A bottom-up model of AI demand↗AI · Infra
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & Workflows↗AI · Infra · Enterprise
A16Z Crypto
In Argentina, buying crypto means buying dollars↗Crypto · Fintech
A16Z Crypto
In Argentina, buying crypto means buying dollars↗Crypto · Fintech
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion Moonshot↗AI · Enterprise
Jessie Harris
Fourth and Long: How Football Season Feeds the Consumer Economy↗Consumer · Retail · AgFood
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)↗AI · Enterprise · DevTools
Investing in AI · Rob May
How To Think About The Negative ROI on AI Investment↗AI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself Again↗Retail · AI

Saturday, 29 August 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Building without clear PM requirements, selling a product before building it, pricing fast-moving B2B SaaS, a year of job hunting, and more↗Market
Kyle Harrison
Humility Hard Hats↗Market
Stage 2
How Is AI Changing the Way We Hire?↗HR
Ed Sim
What’s 🔥 in AI/Infra/VC #513↗Enterprise

Friday, 28 August 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right Now↗Banking
Janelle Teng
AI/Data infra + dev tools M&A is having a moment↗AI · Infra · DevTools
Vickram Pradhan
Is Healthcare a Safe Haven if the AI Trade Unwinds?↗Health · AI
Saanya Ojha
The Claudeforce Awakens↗Enterprise · AI
Sammy Abdullah
Increases in ACV are not free↗Enterprise · Fintech
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!↗Climate · Market
Kevin Stevens
The Interface Was Never the Moat↗AI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013↗Enterprise · AI · MarTech
Net Interest · Marc Rubinstein
Untangling Guggenheim↗Insurance · Banking
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? ↗AI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?↗Gov · Market · Fintech
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention↗AI · Enterprise · Data
A16Z
The Machine Age Fund↗AI · Infra · Semis
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026↗Market · AI
Saastr
50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.↗Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #208↗Health · Bio · Defense
Uma Chalik
4 BUCKET LIST RETREATS↗Travel
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Unleashing Creativity↗AI · Robotics

Thursday, 27 August 2026

5 pieces
The Sociology of Business · Ana Andjelic
RIP Dolly, the tiny rollneck, and the first round of Tasteful speakers is here↗Media · Travel
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ventures↗AI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AI↗Enterprise · AI
Earnest Sweat
The Corner Three↗Market
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis
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