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WED 11 NOV 2026 · 139 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 MarketsSemiconductorsConsumer

Wednesday, 2 October 2024

2 pieces
Saastr
Dear SaaStr: Why Do Founders Hire So Many Terrible VPs?
Matt Turck
Quick S-1 Teardown: Cerebras

Tuesday, 1 October 2024

32 pieces
Matt Turck
Quick S-1 Teardown: Cerebras
Greylock News
Introducing Resolve: An AI Production Engineer↗DevTools · Infra
Saastr
How to Build Pipeline and GTM Alignment in 2024 with Datadog’s CMO Sara Varni
25iq · Tren Griffin
A Dozen Things I’ve Learned from Jenny Lee about Investing and Business
Equal Ventures
Looking Back at the 2024 Climate Capital Summit
Greylock News
Greylock-backed Resolve AI raises $35 million in seed funding to help engineers
99% Derisible · Yoni Rechtman
How many ways can you make money?
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Is India the Next Economic Giant?
A Wealth of Common Sense · Ben Carlson
The Biggest Risk in Real Estate
Sequoia
A Startup Founder To Scaleup CEO’s Journey from $0 to $25billion (Halliganisms)
Obvious Ventures
5 Takeaways from Climate Week 2024 
Sammy Abdullah
SaaS team building advice with Bob Marsh
The Idea Maze · Rob Go
Tom Petit - Didero
Saastr
Your Core CAC vs. Your Expansion CAC: One Trophy, But Two Goals
Newcomer · Eric Newcomer
Listen: Open AI's 'Great Man,' AI Regulation & Drugs
Greylock News
Introducing Resolve: An AI Production Engineer
Insight Partners
AWARD: GrowthCap Top Software Investors of 2024
Lenny's Newsletter
A PM’s guide to influence
VersionOne VC
Q3 2024 Portfolio in Review
Not Boring · Packy McCormick
Cuby: The House Factory Factory
Sequoia
Partnering with Eon: Cloud Backup Reinvented
Deconstructor of Fun
4 x Reasons Why Squad Busters Suffers While Brawl Stars Soars
Deconstructor of Fun
4 x Reasons Why Squad Busters Suffers While Brawl Stars Soars
Terra Nova
S32’s Wesley Tillu: Investing in the Age of AI Acceleration
Saastr
Dear SaaStr: What Are Some No-No’s When It Comes to Working with VCs?
Nongaap Investing · Mike
[PQ] RBRK: Rubrik's Cube
Hunter Walk
I Once Feared Professional Irrelevance. Now I Embrace It.
Optimistic about Labor in an AI Age
Optimist Ventures: Opening Day
AfterWork Reading
Investment Notes: Enrola
OpenVC.app
The Startup Lifecycle Stages: From Garage to Unicorn
OpenVC.app
Serial Founder, Angel Investor & VC: Max Fleitmann
Tomasz Tunguz · Tomasz Tunguz
Where is the Budget for AI Coming From?

Monday, 30 September 2024

6 pieces
Tanay Jaipuria · Tanay Jaipuria
OpenAI and Anthropic Revenue Breakdown
First Round Review
How to Measure Product-Market Fit
Jared Hecht
Home On The Internet
Jared Hecht
Home On The Internet
Jared Hecht
Home On The Internet
Brian Gong
Re-Imagining Core Systems in Legacy Industries
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