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SAT 10 OCT 2026 · 125 new pieces this week

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Jess Schram
The Durable Majority↗
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI↗
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made↗
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerMarketing & Sales TechManufacturing & IndustrialsRoboticsBanking & Capital MarketsSemiconductorsCybersecurity

Saturday, 10 October 2026

7 pieces
BIG by Matt Stoller · Matt Stoller
How Pharma Middlemen Turned the Federal Trade Commission into the Failed Trade Commission
Saastr
Atlassian’s Head of AI: We Bolted AI Onto 20+ Apps, Almost Didn’t Ship Chat, and Flipped Our Hiring Toward Juniors↗Enterprise · AI
Stage 2
Your Churn Problem Started in the Comp Plan↗Enterprise · MarTech
Lenny's Newsletter
🧠 Community Wisdom: Community Wisdom Top Contributors Summer Class 2026 + ML recommendation systems, getting back into product after being fired, deciding when to quit a side project, and more↗Deals
Net Interest · Marc Rubinstein
When Saturday Comes↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #519↗AI · Infra · Market
Saastr
SaaStr AI App of the Week: Remote. The $300M Payroll Platform Your AI Agent Can Run↗HR · Enterprise

Friday, 9 October 2026

19 pieces
A Wealth of Common Sense · Ben Carlson
The Winners & Losers of Higher Interest Rates↗Banking
Making Connections by Jax · Jax Vullinghs
Credibility is the scarce resource↗AI · MarTech
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
Saanya Ojha
Please Be Nice to Claude↗AI · Market
Turner Novak
🎧🍌 This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures↗AI · Robotics · Defense
Newcomer · Eric Newcomer
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗AI · Infra
A16Z
This Week in Charts: Are Prediction Markets Politically Biased? ↗Crypto · Data · Infra
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
A16Z
Investing in TypeSafe AI↗Infra · DevTools
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
AlleyCorp
AlleyCorp in Q3: CEO Summit + Valar, Valon and Thyme Care Raises↗Market
99% Derisible · Yoni Rechtman
Data beyond brokerage↗AI · Data · Market
Sammy Abdullah
SaaS Multiples Continue to Show a Premium for Growth Over Profitability↗Enterprise
Saastr
It Takes 12 Years to IPO. Then Another 2-3 for Your VCs to Get Liquid. And Founders Can Generally Only Sell About ~4% a Year.↗Market
Eclipse · Seth Winterroth
Built for the Compute Ownership Era↗Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress↗AI · Infra
Not Boring · Packy McCormick
Weekly Dose of Optimism #214↗Industrials · Defense · Bio
First Round Review
References are the most underrated tool in hiring↗HR
Kwokchain · Kevin Kwok
Abstract Warfare: How TSMC Made Its Own Market↗Semis · Infra

Thursday, 8 October 2026

14 pieces
Andrew Ziperski
Unburdened By What Has Been↗Market · AI
Antler
Beyond the Wrapper: Google Cloud and Antler on Building AI-Native Startups in EMEA↗AI · Market
Investing in AI · Rob May
AvePoint: The $15 Feature That Could Eat a $3B Company↗Enterprise · AI
A Wealth of Common Sense · Ben Carlson
Better Investment Right Now: Stocks or Bonds?↗Market
Lightspeed Venture Partners Blog
Adil Haque↗Market
Newcomer · Eric Newcomer
After Missing AI’s Early Days, Lightspeed Remade Itself. Now It’s Poised to Score with Anthropic.↗Market · AI
Joe Lonsdale
Ep 165: OPM Director Scott Kupor on Shrinking Government, Bringing Merit Back, and Why America’s Best Minds Should Join the U.S. Tech Force↗Gov · Market
Earnest Sweat
The Pitch Count↗Market
Saastr
20VC x SaaStr with MongoDB’s Dev Ittycheria: OpenAI Reaccelerates to a $70B Run Rate, a CRO Jumps to a Direct Competitor, and Agents Start Picking Your Vendors↗AI · Enterprise · Market
Sammy Abdullah
Q3 2026 SaaS Multiples Jump↗Enterprise
Phin Barnes
The Executive Search Operating System↗HR · Market
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra
A16Z
You Need a New CFO↗Enterprise · AI
USV
The Next Chapter of USV↗AI · Infra · Market
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