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SUN 27 SEPT 2026 · 97 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 TechRoboticsCybersecurityBanking & Capital MarketsRetail & E-commerceManufacturing & Industrials

Saturday, 26 September 2026

3 pieces
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

18 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
A16Z
How Silicon Valley Knows Its PeopleMarket
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.AI · Consumer · Retail
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin CostEnterprise · DevTools
Antler
What Your Portfolio Thinks About Disruption Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction LayerAI · Enterprise
Alex Oppenheimer
What’s Next?Market · Enterprise
Antler
The Problem With Putting AI in a Box AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #212Bio · Materials · Climate
Antler
Every Founder Study Starts at the End Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical CareHealth · Bio · AI

Thursday, 24 September 2026

19 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of ChartsMarket
Making Connections by Jax · Jax Vullinghs
Natural General IntelligenceAI · Climate
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?Market · AI
Thomas Reiner
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?Travel · AI
Deconstructor of Fun
How Playtika's best game became its biggest headacheGaming · Media
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same YearSemis · Infra
Guru Chahal
Could AI Have Been Einstein?AI
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer LondonEnterprise · Fintech · HR
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than HumanAI · Enterprise · DevTools
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good PerformanceEnterprise
QED
Why QED invested in FlamMedia · MarTech · AI
Antler
The solo signalMarket · AI
Antler
Why Antler Invested in HIFI's $37M Series AFintech · Crypto
The Micromobility Newsletter · Team M
America's Last Mile, Vehicle by VehicleSupply Chain · Mobility
David Talpalar
Interest Rates Actually Matter in Venture, TooMarket · Infra · AI
Earnest Sweat
Assigned But Not ReadMarket
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit RatingAI · Security · Enterprise
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