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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, 13 August 2026

24 pieces
Lowercarbon
Kerosene’s Last Ride↗Mobility · Climate
Saanya Ojha
Watermark My Words↗AI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series C↗AI · Data
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most Expensive↗Built World · Market
Earnest Sweat
The Longest Punt in History↗Market
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%↗Retail · Enterprise
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Antler
Aina↗AI · DevTools · Consumer
Antler
Sophiie AI↗AI · Enterprise
A16Z
This Essay is 10% AI Generated↗AI
Antler
Jurisphere↗Legal · AI
Sammy Abdullah
Tech Company Layoffs Done The Right Way↗HR
Antler
IndustrialMind.ai↗Industrials · AI
Antler
CrayonLabs↗AI · Enterprise
Antler
Dusq↗Health
Antler
Dodge.ai↗Enterprise · AI
Antler
Infer.so↗AI
A16Z
Investing in Vals↗AI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data↗AI · Infra
The Micromobility Newsletter · Team M
One City, Two Systems: Inside New York's Micromobility Divide and the Road to 2029↗Mobility · Marketplace
David Talpalar
The Big Data Center Debate↗AI · Climate
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?↗Enterprise · Market · Fintech
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of Intent↗AI · Infra

Wednesday, 12 August 2026

14 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?↗Market
Saanya Ojha
Revenge of the Wrappers↗AI · Enterprise
BIG by Matt Stoller · Matt Stoller
The Secret Society of Nerds Who Control Congress and Ruin Our Health Care↗Health · Gov
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI
Sammy Abdullah
Land a ‘Buffalo’ to Establish a New Market↗Market
A16Z
What It Takes to Get Paid↗Enterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.↗AI · Enterprise · Market
First Round Review
Firsthand: Six Years at Vanta, My Reinvention is the Only Constant↗Enterprise
Not Boring · Packy McCormick
Base Power Company: Chapter 3↗Climate · Industrials
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part I↗AI · Security · Insurance
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Depressed Day Traders↗Market
Melody Koh · Melody Koh, Partner @ NextView
Consensus by Construction↗Market · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series C↗DevTools · AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, Action↗Media · AI

Tuesday, 11 August 2026

2 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI
Venture Upward · David Beisel
The Blue Note↗Market
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