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SAT 14 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 24 August 2026

3 pieces
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Living in an Age of Cheating Means Having Your Time Stolen Constantly↗Market
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?↗AI · DevTools

Sunday, 23 August 2026

11 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024↗Crypto · Robotics · Industrials
A Wealth of Common Sense · Ben Carlson
The Most Hated Asset Class in the World↗Banking
OpenVC.app
The 23 Types of Startup Investors & How to Approach Each↗Market
Saanya Ojha
Weekly Wrap Sheet (08/21/2026): Costs, Control & Corpora↗AI
Jessie Harris
The Experience Economy ↗Consumer
OpenVC.app
Why Health Startups Need Their Own Residency Program↗Health · Market
Lenny's Newsletter
How to close $100K+ enterprise deals, step by step | Jen Abel↗MarTech · Enterprise
Investing in AI · Rob May
The Speed of Thought: What If Intelligence Has a Universal Limit?↗AI
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Infra · Industrials
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Climate · Defense

Saturday, 22 August 2026

6 pieces
Lenny's Newsletter
🧠 Community Wisdom: Favorite Lenny’s Product Pass tools, how AI is reshaping hiring, what to prioritize when you join a new company, and more↗Market
Kyle Harrison
Getting In The Right Rooms↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market
A16Z Crypto
The habits of AI writing, and what to do about them↗Market
Stage 2
How to Layer Enterprise Sales into a PLG Company↗Enterprise · HR
Ed Sim
What’s 🔥 in AI/Infra/VC #512↗AI · Robotics

Friday, 21 August 2026

16 pieces
Deciens
Epistula #15: The Risks We Choose↗Market · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a Success↗Market
Glenn Borok
Data Centers Are Losing a Fight They Should Be Winning↗Climate · Built World · Supply Chain
Net Interest · Marc Rubinstein
Great Scott↗Banking
On My Mind · Michael Dempsey
The Forest is Always Dark↗Market
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The Moat↗AI · Infra · Data
99% Derisible · Yoni Rechtman
Our 2Q letter to LPs↗AI · Market
Continuations · Albert Wenger
Slowing Down the Race to Superintelligence↗AI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund Model↗AI · Market
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their story↗Retail · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #207↗Bio · AI · Robotics
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.↗Enterprise · AI
A16Z
Charts of the Week: Winds of Thematic Change↗AI · Data · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Thursday, 20 August 2026

4 pieces
Next Big Thing · Nikhil Basu Trivedi
Skydive↗AI · DevTools
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 seconds↗AI · Consumer
Newcomer · Eric Newcomer
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion Valuation↗AI
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agenda↗AI · Market
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