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THU 12 NOV 2026 · 127 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 MarketsConsumerSemiconductors

Tuesday, 8 October 2024

24 pieces
On My Mind · Michael Dempsey
In-Distribution vs. Out-of-Distribution Ideas
A Wealth of Common Sense · Ben Carlson
When Luxuries Become Necessities
Sequoia
Partnering with Cove: The Next Gen of Assistants
Insight Partners
Driving innovation: How AI and venture capital are revolutionizing healthcare
Joe Connolly
Charting the Future of Virtual Care: From Access to Value
Nkechi Iregbulem
Investing in Third Dimension
Thomvest
Waiting on the World to Pay
Saastr
The Secrets to Selling and Scaling in Vertical SaaS with Slice’s CRO Loren Padelford
Point72 Ventures
Where conflicts are determined by logistics, startups are innovating to win
Greylock News
Orb Helps Companies Ship Pricing as Fast as Product
Lerer Hippeau
Please welcome Tildei, the marketing platform revolutionizing the customer-brand relationship
First Round Review
Replit’s Path to Product-Market Fit—The $1 Billion Side Project
Equal Ventures
The Power Law of Venture Fund Returns – If you ain’t first, you’re last
Ian's Blog: Nominal Returns · Ian Gutterman
Hurricane Milton – The End of the Florida Insurance Experiment?
Grounded
Workforce Wrap Up: September Edition
Not Boring · Packy McCormick
Burn the Playbooks
Grant Gregory
The Future of Fish, and Food
Lenny's Newsletter
Why cash is king
Saastr
Dear SaaStr: How Do You Break Into VC and Become Great At It?
Newcomer · Eric Newcomer
The Ongoing Startup Downturn & More PR People Than Reporters to Answer Their Emails
Moonfire VC
Revyze: Making learning fun
European Tech Weekly
European Tech Weekly - Week 40 - 2024
All Raise
Dancer to Deal-Maker: Elise King’s Journey To Venture Capital
Tomasz Tunguz · Tomasz Tunguz
How M&A Fosters Innovation

Monday, 7 October 2024

16 pieces
Madrona Ventures
IA Summit 2024: Fakes, Deepfakes, and the search for True
Emergence Capital
Adapt or Die: Five New Go-To-Market Rules for SaaS Survival
Reaction Wheel · Jerry Neumann
The Illusion of Acceleration
Saastr
Top 10+ Most Popular Vendors from 2024 SaaStr Annual. And Super Gold Leads Up +89%.
Pirate Wires · Mike Solana
How Wikipedia is Becoming a Massive Pay-to-Play Scheme
Janelle Teng
The Fed is bringing the punchbowl back… what happens to SaaS and AI multiples now?
Sammy Abdullah
Q3 SaaS Multiples Show Stability
Saastr
Most Great VP of Sales Were Fired Once In Their Career
Climate Tech VC
🌎 ADM’s CCS project can’t seal the deal #217
Marque VC
Marque Welcomes USAF Education with Industry Fellow
Radical VC
How Muon Space is Transforming Wildfire Detection with FireSat
The Sociology of Business · Ana Andjelic
Cultural methodology
Deconstructor of Fun
Savvy Moves: Saudi Arabias Gaming Vision
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Private Equity Deals with Ted Seides
Extantia Capital
The One Thing Climate Tech Founders Get Wrong: It’s Not the Product!
Akash Bajwa
Inference Time Scaling Laws
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