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THU 24 SEPT 2026 · 84 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 & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsData & Analytics

Wednesday, 23 September 2026

16 pieces
Nikunj Kothari
The Amplification GapAI · Market
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash BuildsAI · Climate
Newcomer · Eric Newcomer
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group LeadersAI
A16Z Crypto
The rise of the $100-billion RWA perp marketCrypto · Fintech
Saanya Ojha
So Over. So Back. So Cheap.AI
A16Z
Introducing the a16z Ops Engineering FellowshipAI · Market
Conor Witt · Conor Witt
The Data Tapes Edition #53Banking · Fintech · Data
First Round Review
Parsing “Can” from “Should”: How Netflix's Product Team Got Thousands of Creatives to Trust an AI OverhaulMedia · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?Insurance · AI
Saastr
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New BusinessAI · MarTech
A16Z
Should We Send Our Kids to HAA?Edu · Market
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
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the MiddleAI · Infra · Market

Tuesday, 22 September 2026

18 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
USV
Joining USVMarket
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture CapitalistsMarket
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
Selina Wang
The Case for Industrial BatteriesClimate · AI
Saanya Ojha
Open SeasonAI
Insight Partners
Behind the investment: Snorkel AIAI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTSIndustrials · AI · Infra
Erik Torenberg
Introducing Horowitz Andreessen AcademyEdu · Market
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal GrowthEnterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee LensEnterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen AcademyEdu · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your productAI · DevTools
Jess Schram
The Durable MajorityMarket · AI
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

6 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
Antler
Attributes over experienceMarket
Radical VC
Introducing Radical Breakouts FundMarket · AI
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup TruckClimate · Industrials · Gov
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