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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, 9 August 2026

12 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery Loop↗AI
A Wealth of Common Sense · Ben Carlson
Making it to New All-Time Highs↗Market
Feld Thoughts · Brad Feld
The Argument Against AI Writing Is At Least 2,400 Years Old↗AI · Media
Continuations · Albert Wenger
The Cost of Capital in the AGI Age↗AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate
Saastr
Atlassian Just Deleted Loom’s Free Creator Seats. They Were Also Loom’s Distribution.↗Enterprise · Retail
Jessie Harris
Buzzin' on Bubbles↗Consumer · Retail
Lenny's Newsletter
The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor↗DevTools · HR
Investing in AI · Rob May
World Models And The Companies That May Win This New Space↗AI · Infra · Robotics
Saastr
Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?↗Enterprise · Semis
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR Multiples↗AI · Market

Saturday, 8 August 2026

9 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!↗Security · AI
Lenny's Newsletter
🧠 Community Wisdom: Crafting outreach that reads as authentic, finding design partners, what counts as a moat when anyone can build, making a product vision stick, and more↗Deals
A16Z Crypto
Crypto cards hit $759 million a month↗Crypto · Fintech
A16Z Crypto
Crypto cards hit $759 million a month↗Crypto · Fintech
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis
Saastr
The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole Thing↗Market
Stage 2
How to Use Claude to Define Your Ideal Customer Profile↗AI · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #510↗AI · Security · Infra
Saastr
Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.↗Enterprise · AI

Friday, 7 August 2026

19 pieces
Glenn Borok
Airtable didn't get acquired - it got divorced↗Enterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow Economy↗Market · MarTech
Newcomer · Eric Newcomer
The Big Cheese Hits Theaters Today in NYC ↗Media
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? ↗Market
Janelle Teng
A Spoonful of Reality for 'Bent' Valuations↗Enterprise
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Memory Leak
Optical Interconnect — A Primer↗AI · Semis
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons↗Enterprise · Market
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02↗Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'↗AI · DevTools
Earnest Sweat
The Songwriting Credit↗Market
Sammy Abdullah
Don’t be First-to-Market↗Market
Greycroft.com
Reflecting On Our Whatnot Investment Thesis↗Marketplace · Retail
Saastr
5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3x↗Retail · Fintech
A16Z
Charts of the Week: Bookslop↗Media · Industrials · Defense
99% Derisible · Yoni Rechtman
No revenue is enough revenue↗Market
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens↗AI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis
Madrona Ventures
Seattle Tech Week 2026: The Most Seattle Tech Week Yet↗Market
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