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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

Tuesday, 11 August 2026

22 pieces
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit ↗AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting Hard↗AI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed Engineers↗Enterprise · AI
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis
Into the Metaverse
The Friends We Made Along the Way↗Crypto · AI
A Wealth of Common Sense · Ben Carlson
Rich Man, Poor Man↗Market
Abraham Thomas
Looks, Brains, and Money↗Fintech · Data
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock↗Security · AI
A16Z
Some Simple Economics of Open versus Closed AI↗AI
Better Tomorrow Ventures
2Q26 Newsletter↗Market
Sammy Abdullah
Big Themes and CEO Quotes from Q2 SaaS Earnings Calls↗Enterprise
Victor Gutwein · Victor Gutwein
2026 Best of the Midwest: Startup City Rankings↗Market
Lenny's Newsletter
How to make people care about your startup↗Market
Craft Ventures
Triple Down with Horizon3: The Autonomous Security Platform for the “AI vs AI” era↗Security
F Prime
Is Bloomberg the Bloomberg of Private Markets?↗Banking · Fintech · Data
Venture Unlocked · Samir Kaji
From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park Commons↗Market
Vickram Pradhan
Disappearing FDA Specialists, Hinge Health Acquires Cylinder, and Meta's Legal Woes↗Health · Bio · Gov
Saastr
Pylon’s Founders at SaaStr AI Day: A 1,000-Person Support Team Deflected 50% of Its Tickets. Headcount Didn’t Change.↗Enterprise
The Sociology of Business · Ana Andjelic
4 types of brand worlds↗Consumer · Media · Retail
Tomasz Tunguz · Tomasz Tunguz
A Winner in Every Category
OpenVC.app
How FOMO.ai Raised $2.2M To Replace Marketing Agencies with AI↗MarTech
Tomasz Tunguz · Tomasz Tunguz
A Winner in Every Category↗Enterprise · AI

Monday, 10 August 2026

17 pieces
Nikunj Kothari
Everything is downstream of ambition↗Market
Earnest Sweat
Distribution Is King↗Enterprise · Market
Harlem Capital
Inside Primary VC: Building New York’s Best Seed Firm↗Market
Saanya Ojha
Zuck’s Great Open-Source Reset↗AI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: Implications↗AI · Market
Lenny's Newsletter
🎙️ How I AI: Build an AI code review bot in 30 minutes + Claude Code for normal people↗DevTools · AI
Climate Tech VC
🌎 Long duration energy storage finds its buyer #308↗Climate
Saastr
How Mailchimp Went From $1B+ ARR to … Shrinking Inside Intuit. A Death Spiral in the Age of AI?↗Enterprise · MarTech
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI
A16Z
Can Agents Use a Computer Yet? We've Got the Data↗AI · Enterprise
Deconstructor of Fun
Why the Best Founders Are Neither American nor European↗AI · Gaming
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025↗Mobility · Climate · Market
Lenny's Newsletter
Claude Code for normal people: skills, voice mode, and how to collaborate with AI↗AI · DevTools
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?↗AI · Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Momentum Investing Works↗Banking
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: A Judge Condemns Facebook for Enabling Mass Sexual Exploitation of Kids↗Market
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity Gap↗Security · AI

Sunday, 9 August 2026

1 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI · Infra
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