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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

Thursday, 20 August 2026

11 pieces
Earnest Sweat
Everyone Shoots Threes Now↗AI · Market
Newcomer · Eric Newcomer
The Story of a Cap Table: OpenRouter↗AI
A Wealth of Common Sense · Ben Carlson
Why the Stock Market Has to Crash↗Market
Phin Barnes
Raise less and build software↗AI · Enterprise
Sammy Abdullah
Software Multiples Are Up, And Staying Up↗Enterprise · Market
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.↗Market · Retail · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Accelerant Extinguishes Its Stock Listing↗Insurance · Enterprise
A16Z
Rise of the Borderless Founder↗Market
The Micromobility Newsletter · Team M
ALSO Raises $150M Series D 🚀↗Mobility · AI
First Round Review
Firsthand: How I Built a Brand with Heart at Lovable↗AI · DevTools · Fintech
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part II↗AI · Insurance · Security

Wednesday, 19 August 2026

19 pieces
Automatter
The Rise and Fall of the Venture Syndicate↗Market
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer Fellows↗HR · Market · AI
A16Z
OpenRouter & Stripe: The Intelligence Network↗AI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?↗AI · Legal · Insurance
Saanya Ojha
The Hunt for Human Exhaust↗AI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model Routing↗AI
Euclid Ventures
$100M, Zero Churn, All Channel↗Fintech · Market
Deconstructor of Fun
WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing Channel↗Gaming · MarTech · Media
Sammy Abdullah
Controlling SaaS Churn↗Enterprise
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop↗Enterprise · DevTools
The Sociology of Business · Ana Andjelic
Cultural liquidity↗Consumer · MarTech
Insight Partners
The enterprise AI bottleneck is about context, not capability↗AI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI Growth↗AI · Infra · DevTools
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AI↗Market
Madrona Ventures
Celebrating Highspot↗Enterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously Unmanufacturable↗AI · Enterprise · DevTools
Sequoia
Own Your Intelligence: A How-To Guide↗AI

Tuesday, 18 August 2026

10 pieces
Earnest Sweat
The Barrel Gets a Price↗AI · Data · Fintech
Convective Field Notes
Can insurance protect the world from wildfires? ↗Insurance · Climate · Built World
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest take↗AI · DevTools
Saanya Ojha
Damned If You Diffuse, Damned If You Don’t↗AI · Market
Meritech
Meritech Software Pulse | 14-August-2026↗Enterprise
Annelies Gamble
America’s Role in the Next Golden Age of Chemical Synthesis↗AI · Bio · Industrials
A Wealth of Common Sense · Ben Carlson
Getting Ahead Has Never Been Easy↗Market
Continuations · Albert Wenger
Signing the Statement on Superintelligence↗AI · Market
OpenVC.app
How to Build an Investor Pipeline for Startup Fundraising↗Market
Simon Wu
Gross Margin Isn’t Telling You What You Think It Is↗AI · Enterprise
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