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SAT 07 NOV 2026 · 133 new pieces this week

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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…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 6 November 2023

9 pieces
Julia Hubo & Zeynep Yavuz
Business Critical Systems: Where Does the Value Accrue?
The Micromobility Newsletter · Team M
🔧 Introducing Mod Monday
Deconstructor of Fun
M&A Master Class: Chris Petrovic Teaches Acquiring Great Gaming Companies
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Betting on Duration
European Tech Weekly
European Tech Weekly - Week 44
Akash Bajwa
Software Market Genes
The Sociology of Business · Ana Andjelic
Why cultural obsessives matter
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Jet Blue-Spirit Trial Takes Flight, Realtors Get Grounded
Tomasz Tunguz · Tomasz Tunguz
What's Measured is Managed : Earnings Surprise in Public Software in Q3 2023

Sunday, 5 November 2023

9 pieces
Alfred Lin
Letter to Younger Self (as COO/CFO)
Michael Greeley
Hospital Sector is Under Siege..
Nathan Benaich · Nathan Benaich
🌆 Your guide to AI: November 2023
Day to Data
What's next for Databricks? The future of acquisitions for the $43B joggernaut
A Wealth of Common Sense · Ben Carlson
How to Become a Millionaire
Arpitrage · Arpit Gupta
Office to Residential Conversions
Lenny's Newsletter
Mastering product strategy and growing as a PM | Maggie Crowley (Toast, Drift, Tripadvisor)
Venture Prose
President
Femstreet
A framework for saying "no"; Why SaaS founders should embrace their inner scientist on the path to $1M ARR; Managing Ops teams at high-growth startups

Saturday, 4 November 2023

7 pieces
BIG by Matt Stoller · Matt Stoller
Labor Unions Are Industrial Policy
Erik Torenberg
A Schism in The Current Thing
Forerunner Ventures · Forerunner Ventures
The CQ: Introducing our New Head of Research (Who Will Look Quite Familiar)
Lenny's Newsletter
🧠 Community Wisdom: Having willingness-to-pay conversations, prioritizing customer problems, hiring tips for product designers, handling co-founder disagreements, and more
Kyle Harrison
Surviving The Death of Venture Capital
Pirate Wires · Mike Solana
Definitely Watch Scavenger's Reign
Ed Sim
What's 🔥 in Enterprise IT/VC #366

Friday, 3 November 2023

14 pieces
A Wealth of Common Sense · Ben Carlson
This is a Wonderful Market for Dollar Cost Averaging
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Entrepreneur First
Katalin Karikó: learning from failure
M25 Capital
Recapping the 2023 Club M25 Summit
Net Interest · Marc Rubinstein
Private Lending
Maersk Growth
Coming soon
Movements · Adam Feldman
Lime's Gen4 Seated Scooter: Saddle Up for a Smoother Ride | November 3rd, 2023
Clouded Judgement · Jamin Ball
Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software
Not Boring · Packy McCormick
Weekly Dose of Optimism
Thomas Reiner
Travel & Leisure Q3 Earnings Quotes
Deconstructor of Fun
Warcraft Rumble - the ULTIMATE Deconstruction
Sturgeon Capital
My time as a Sturgeon intern - Part I
Deconstructor of Fun
Deconstructing Warcraft Rumble
Deepwater Asset Mgmt
Apple’s Profitable Flywheel is Rock Solid

Thursday, 2 November 2023

1 pieces
BIG by Matt Stoller · Matt Stoller
The Middleman Economy: Why Realtors Just Took a Big Loss and Homebuyers Might Benefit
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