SUN 15 NOV 2026 · 148 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…

Friday, 4 October 2024

21 pieces
Deepwater Asset Mgmt
“We, Robot” Event Preview
A Wealth of Common Sense · Ben Carlson
“$500 is basically free these days”
Frankly Speaking · Frank Wang
Most security tools are too theoretical
99% Derisible · Yoni Rechtman
Fix First, Conquer Later.
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2024 IA40 Summit
Net Interest · Marc Rubinstein
The USA vs Visa
Not Boring · Packy McCormick
Weekly Dose of Optimism #114
Digital Native · Rex Woodbury
The Design of Everyday Things
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