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WED 23 SEPT 2026 · 80 new pieces this week

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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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Wednesday, 23 September 2026

6 pieces
Saanya Ojha
So Over. So Back. So Cheap.AI
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?Insurance · AI
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?Edu · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wobbly House of CardsAI
Brian Sugar
The Definition of DoneConsumer · Retail
Earnest Sweat
The Souls of Seed FolkMarket

Tuesday, 22 September 2026

10 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?AI · DevTools
Earnest Sweat
The Essay TestMarket
Lenny's Newsletter
I left Claude for months. Opus 5.5 is why I'm backAI
A Wealth of Common Sense · Ben Carlson
Why Didn’t We Get a Housing Bubble?Built World · Banking
Saanya Ojha
Open SeasonAI
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTSIndustrials · AI · Infra
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee LensEnterprise · AI · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your productAI · DevTools
A16Z
Introducing the Horowitz Andreessen AcademyEdu · Market
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over HollywoodMedia · Market

Monday, 21 September 2026

18 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: ImplicationsAI · Market
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go PublicRobotics · Industrials · AI
Guru Chahal
The Automation ParadoxAI · Enterprise · DevTools
Radical VC
Introducing Radical Breakouts FundMarket · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup TruckClimate · Industrials · Gov
Saanya Ojha
Agents of ChaosAI · Infra
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories AI · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in YearsEnterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.Enterprise · Market
The Sociology of Business · Ana Andjelic
Post-FrictionAI · Consumer
Deconstructor of Fun
From Zero Offers To Record RevenueGaming · Market · Media
Climate Tech VC
🌎 See you at New York Climate Week! #314Climate · AI
The Micromobility Newsletter · Team M
Get an Inside Look at McKinsey's Mobility Consumer Pulse - Save Your SpotMobility
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)DevTools · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate FactorMarket
Stratechery
Frontier OverhangsAI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Why the Senate Is Weirdly Obsessed with College Sports Instead of Real ProblemsGov
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If StatementAI · Infra · Enterprise

Sunday, 20 September 2026

6 pieces
Guru Chahal
What a European CIO Is Planning for in the AI EraEnterprise · AI
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & PermissionsAI · Consumer
Kyle Harrison
The Mega-Million Dollar CustomerEnterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B MarkAI · Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the EconomyMarket
Lenny's Newsletter
90 minutes of unfiltered product advice from Snap and Discord’s product chief | Peter SellisMarket
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Open Season
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Agents of Chaos
Saanya Ojha
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