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THU 12 NOV 2026 · 127 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 MarketsConsumerSemiconductors

Thursday, 10 October 2024

18 pieces
Frankly Speaking · Frank Wang
What happens to password managers?
AlleyCorp
AlleyCorp in Q3: The AI Hype Continues
Dash Media
🎙️ Ep 26 · 2x Emmy Award Winner Jack Ford | Ed on the Edge
MaC Venture Capital
To The Moon: Volta Space Technologies and Lunar Power
Sammy Abdullah
Profitability isn’t required for SaaS M&A
Radical VC
Exclusive: Geoffrey Hinton on his Nobel Prize
Saastr
The Quiet Liquidity Crisis in SaaS
From Cell to System · Morgan Cheatham
What should happen to 23andMe?
A Wealth of Common Sense · Ben Carlson
Defining Bull and Bear Markets
Harlem Capital
Winds of Change: Disrupting the Incumbents
Lenny's Newsletter
Behind the product: NotebookLM | Raiza Martin (Senior Product Manager, AI @ Google Labs)
Saastr
Dear SaaStr: I’m at $50m ARR Losing $10m A Year. How Do I Get to Break-Even Fast?
USV
Low-Fi Computing↗Consumer · Market
Nathan Benaich · Nathan Benaich
🪩 The State of AI Report 2024 🪩
Ada Ventures
Are Childcare Challenges Stopping Founders from Scaling?
Pirate Wires · Mike Solana
Wikipedia Editors at War Over Calling UK Grooming Gangs “Moral Panic”
Madrona Ventures
IA Summit 2024 Fireside Chat: From SaaS to Agents With Mustafa Suleyman
Tomasz Tunguz · Tomasz Tunguz
A Challenge to SaaS Orthodoxy

Wednesday, 9 October 2024

19 pieces
Lotus Capital
A Look Into Healthcare Robotics Emerging Market 
Newcomer · Eric Newcomer
The Bear Case for OpenAI at $157 Billion
Mouro Capital
Why We Invested in xFarm: Cultivating the Future of Fintech in Agriculture
M25 Capital
Why We Invested in Top Tier Lessons
Jake Epstein
Cybersecurity's Cold War
Sequoia
Generative AI’s Act o1
Equal Ventures
The Power Law of Venture Fund Returns — If you ain’t first, you’re last
Revolution Ventures
Forging Forward: Scenes and Sentiments from Rise of the Rest’s 2024 Founder Retreat
Mike Maples Jr.
RIP Old-School Marketing
Lerer Hippeau
How Air Cut 90% of Marketing Spend and Tripled Revenue in 18 Months
Saastr
Jason + Henry Schuck, CEO of ZoomInfo on ” AI and How SaaS Has Radically Changed”
Sammy Abdullah
Growth VS Profitability’s Valuation Impact
Spark Capital
Welcome, Stream!
Saastr
5 Interesting Learnings from Zscaler at $2.5 Billion in ARR
Kevin Stevens
Identify Your Monkey
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Money Buys Happiness
Kyle Poyar's Growth Unhinged · Kyle Poyar
The emerging startup playbook
Saastr
Dear SaaStr: How Many Options Should I Give to the First Non-Founder Employees?
Madrona Ventures
Perseverance Over Speed: Creating a New Category with Impinj’s Chris Diorio

Tuesday, 8 October 2024

3 pieces
Greylock News
Orb Helps Companies Ship Pricing as Fast as Product↗Enterprise · AI
AVC · Fred Wilson
Twelve Days In Korea and Japan
Venture Prose
poolside & a story of loyalty
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