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SUN 15 NOV 2026 · 151 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…
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Wednesday, 16 October 2024

15 pieces
Apoorv's notes
Palantir: The Founder Foundry
Apoorv's notes
Palantir: The Founder Foundry
Saastr
5 Interesting Learnings from RingCentral at $2.43 Billion in ARR
Alex Lazarow · Alex Lazarow
Igniting Your Startup Potential
Julien Lepleux
Industrializing advanced nuclear part 1
F Prime
The Effects of RIA Stack Fragmentation
NextView VC
Flowchart: How a Seed VC Makes Investment Decisions
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The 1990s Really Were Better
Kyle Poyar's Growth Unhinged · Kyle Poyar
What I learned from tracking 443 SaaS pricing pages
Saastr
Dear SaaStr: Should I Fire a Sales Rep That Lied To Several Customers?
Digital Native · Rex Woodbury
The Second $100B AI Company
New Economies · Ollie Forsyth
The LegalTech AI Landscape
Crucible Capital
Crucible
Venture Unlocked · Samir Kaji
Meet the Expert: Venture Fund Banking with Sam Heshmati and Vincent Timoney of Citizens Private Bank
Tomasz Tunguz · Tomasz Tunguz
The Premise of a New S-Curve in AI

Tuesday, 15 October 2024

23 pieces
David Teten
Simplectica Long/Short Hedge Fund Tech Stack
Newcomer · Eric Newcomer
Listen: Bullish on AI, Bullish on Self-Driving, But Apprehensive About OpenAI & Tesla (with Jon McNeill)
Marque VC
Fall 2024 Cohort of Marque Ventures Fellows
Battery Ventures
From Idea to Reality: Our Early-Stage Playbook for Generative AI Companies Serving the Enterprise
Stratechery
Elon Dreams and Bitter Lessons
My Climate Journey · Jason Jacobs
The Need for Alternatives to Lithium-Ion Batteries in Stationary Energy Storage
Sammy Abdullah
Measuring Economies of Scale SaaS: Life-Time vs. Current Cash Efficiency
Venture Upward · David Beisel
Demystify the Legalese
A Wealth of Common Sense · Ben Carlson
A Staggering Amount of Wealth Creation
Ryan Shannon · VC @ Radical Ventures
Entering the Era of Actual AI deployments
Saastr
My Best Advice for CROs/VPs of Sales That Are Ready to Be CEOs
Scale Venture Partners
Announcing our investment in Galileo
Equal Ventures
Breaking the Seed Stage Misconception
USV
USV Microfiche #4↗Market · AI · Health
The Micromobility Newsletter · Team M
California Takes Step to Ban Kids from Riding E-Bikes
Climate Tech VC
🌎 UK's cap-and-floor plans for LDES #218
Saastr
The Latest Sponsor Feedback and Event Trends from the 10th SaaStr Annual
Ben Yoskovitz
The Importance of Business Models to Building Great Products
Lenny's Newsletter
Why no productivity hack will solve your overwhelm
Jamesin · Jamesin Seidel
What's working in AI? Analysis of Seed to Series-A startups.
Saastr
Dear SaaStr: What Role Do Founders Play Once They Hire an Outside CEO?
OpenVC.app
Russ Shaw CBE - From Harvard to O2, Skype and nurturing London's Tech Scene
Tomasz Tunguz · Tomasz Tunguz
Why Lifetime Value is Relevant Again in Software

Monday, 14 October 2024

2 pieces
Tanay Jaipuria · Tanay Jaipuria
Cerebras S-1 Breakdown
Collaborative Fund
A Message From the Past (Thoughts on Nostalgia)
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