FRI 13 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…

Thursday, 3 October 2024

28 pieces
Nikunj Kothari
Agency
Notorious PLG · Zach DeWitt
Notorious: AI Growing Faster than SaaS
Ian's Blog: Nominal Returns · Ian Gutterman
The Paradox of Workers Comp
Pirate Wires · Mike Solana
Let the Birdmen Fly
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Check Those References
A Wealth of Common Sense · Ben Carlson
5 Years of Spending in Retirement
Tomasz Tunguz · Tomasz Tunguz
Fulfilling Crypto's Original Promise
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