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SAT 14 NOV 2026 · 141 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 MarketsSemiconductorsConsumer

Wednesday, 26 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI

Tuesday, 25 August 2026

19 pieces
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
David Teten
The Republic Is Your Largest Unhedged Position↗Market
Euclid Ventures
The Verticalist Summit Is Back↗Market
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changing↗AI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
How Will This Cycle End?↗Market
Carried Away
No Guitars on This Track↗Market
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon Agents↗AI · Infra
Equal Ventures
“With a little help from my friends” – Announcing the EMC Selection Committee↗Market
Adrian Radu
Tech IPO Performance↗Market
Saanya Ojha
Not in My Backyard, Not on My Grid↗Climate · AI
Obvious
10 Emerging Robotics Infrastructure Themes↗Robotics · AI · DevTools
Sammy Abdullah
The 13 Commandments of Customer Success↗Enterprise
Fabrice Grinda
My Health and Longevity Protocol↗Health
A16Z
Intelligence is the Primitive. Applications are the Diffusion Layer.↗AI · Enterprise
Insight Partners
How Insight Partners’ Government Advisory Board helps companies scale in government markets↗Gov · Defense
Lenny's Newsletter
How to figure out your next career move↗HR
The Sociology of Business · Ana Andjelic
The Stone Island Test↗Consumer · Retail
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate
Jamesin · Jamesin Seidel
Analysis of NeoLab Raises↗AI · Market

Monday, 24 August 2026

20 pieces
David Teten
Launching a philanthropic co-investment vehicle to back a healthier democratic republic↗Market
Continuations · Albert Wenger
Universal Moral Core Principle 2↗AI · Market
NextView VC
Consensus by Construction↗Market
NextView VC
Some Assembly Required↗Market
Saanya Ojha
Default to Open↗AI · Infra
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical World↗Robotics · AI
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month ↗AI · DevTools
Turner Novak
🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of Figure↗Fintech · Market
Climate Tech VC
🌎 Volts meet midterm votes #310↗Climate · Gov
Radical VC
World Models in Robotics↗Robotics · AI
A16Z
The Oracle Problem: an invisible bottleneck to AI and medicine↗Health · AI
Sammy Abdullah
What Big Funds look for in a CEO↗Market
The Micromobility Newsletter · Team M
LIME’s Marketcap is at $2.6B, Stock up 58% 🚀↗Mobility
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)↗Enterprise · DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to Alternatives↗Fintech · Banking
Stratechery
Autonomy and Innovation↗AI · Security · Market
Michael Greeley
Prior Authorization: No More “Please Hold” …↗Health · Insurance
Deconstructor of Fun
6 Brutal Lessons From First 100 Days As CEO↗Gaming · Market
Antler
Synthium↗AI · Robotics
Deconstructor of Fun
Retention in an AI Companion Game Deconstructed↗Gaming · AI
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