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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

Sunday, 16 August 2026

9 pieces
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders Now↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (08/14/2026): Weights, Wall Street, Wrappers & Watermarks↗AI · Enterprise · DevTools
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI Costs↗AI · Infra · DevTools
Investing in AI · Rob May
Is There An Inference Glut Coming?↗AI
Saastr
The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)↗Enterprise
Jessie Harris
The Lost Art of Handwriting↗Consumer
Lenny's Newsletter
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber↗AI · Enterprise
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why Is The Fastest-Rising…↗AI
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]↗AI · Gov · Industrials

Saturday, 15 August 2026

8 pieces
Adrian Radu
The Cost of AI Talent↗AI · HR
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and more↗Market
A16Z Crypto
Before Bitcoin: The ideas that made blockchains possible↗Crypto
A16Z Crypto
Before Bitcoin: The ideas that made blockchains possible↗Crypto · AI
Kyle Harrison
The Unfalsifiable Economy↗Market
Saastr
Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.↗AI · Enterprise
Stage 2
Do You Need a GTM Engineer? ↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

20 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?↗Market
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Infra
David Teten
Event Notes: The VC’s Guide to Using AI for Generating Alpha↗Market · AI
Conor Witt · Conor Witt
The Data Tapes Edition #51↗Data · Fintech · Climate
Net Interest · Marc Rubinstein
Financing the AI Boom 3↗AI
Michelle Volz · Michelle Volz
To be or to do↗Market
Memory Leak
Memory Leak — #49↗Deals
99% Derisible · Yoni Rechtman
What capital wants↗Market
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures Market↗AI · Climate
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗Market · AI
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June↗AI · Enterprise · Retail
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup Investments↗Market · AI
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
A16Z
Cursor + SpaceXAI: the fastest iterating team wins↗AI · DevTools · Data
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise
Saastr
Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for Agents↗Data · MarTech
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?↗AI

Thursday, 13 August 2026

3 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AI↗AI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
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