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WED 30 SEPT 2026 · 85 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 ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsCybersecurityBanking & Capital MarketsRetail & E-commerce

Tuesday, 29 September 2026

5 pieces
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in AtomicSupply Chain · Industrials
The Sociology of Business · Ana Andjelic
Market to the MiddleMarTech
Breadcrumb VC
Local AI Models: The Catalyst for the Great ResetAI · Infra · Semis
Akshay Mehra
How Did We Get Here?AI · Bio · Defense
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike KriegerAI · DevTools

Monday, 28 September 2026

10 pieces
Nikunj Kothari
Deployment GapRobotics · Industrials · Market
7wire Ventures
7wire Ventures Presents: Top of the Ladder Featuring Karoo Health Co-Founder & CEO Ian KoonsHealth
Radical VC
The Era of Superhuman ForecastingAI · Fintech
Continuations · Albert Wenger
Philosophy Mondays: Reflection and ApplicationMarket
Climate Tech VC
🌏 Overheard at NYCW '26 #315Climate · Infra · Market
A16Z
OpenAI Understands Something Important and RareAI · Market
USV
Introducing SupertakeFintech · AI
Michael Greeley
Guten Tag, Germany – Alles Gut…Market · Climate · Defense
Stratechery
Apps, Agents, and AggregationAI · Enterprise · MarTech
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets CheaperInfra · AI

Sunday, 27 September 2026

11 pieces
Antler
The Path to Series A in GermanyMarket
A Wealth of Common Sense · Ben Carlson
Strange TimesMarket
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & MusesAI · Infra
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in healthHealth · Market
Alex Lazarow · Alex Lazarow
Why we invested in &you and the venture case for functional health in Southeast AsiaHealth
Alex Lazarow · Alex Lazarow
Why We Invested in ProsperHealth
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?AI · Market
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly GrahamAI · HR
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.Enterprise · DevTools
Earnest Sweat
Commit Early, Commit OftenMarket

Saturday, 26 September 2026

6 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI doomerism, speeding up discovery in a big org, verifying engineering answers as a new PM, where analytics adds the most value, and moreAI · Data
Kyle Harrison
Sailing TailwindsDefense · Market · AI
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CXEnterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader FocusesEnterprise · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #517AI · Infra
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026Market

Friday, 25 September 2026

8 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are LosersMarket
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStrAI · Market
Deciens
Deciens Connect 2026: Field NotesFintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents RevoltAI · Fintech · Insurance
Saanya Ojha
What Meta Is Getting Right With MuseAI · Consumer
Stratechery
Begun, the Aggregator Wars HaveAI · Marketplace · Retail
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo LabAI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%Enterprise
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