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THU 08 OCT 2026 · 78 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 & ClimateConsumerManufacturing & IndustrialsMarketing & Sales TechBanking & Capital MarketsRoboticsSemiconductorsCybersecurity

Thursday, 8 October 2026

3 pieces
Phin Barnes
The Executive Search Operating System↗HR · Market
Amir Kabir
Edition 66 | 2026 — Autonomy Needs a Safety Case↗AI · Defense · Robotics
Brian Sugar
Lobsters: Lisa Turns 50↗Market

Wednesday, 7 October 2026

7 pieces
Saanya Ojha
OpenAI Did the Math↗AI · Data
Lateral Thinking · Marco Demeireles
Undercovered↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Alex Lazarow · Alex Lazarow
Five Counterintuitive Strategies for Founders Outside Silicon Valley↗Market
Euclid Ventures
AI Is Making Sales More Human↗MarTech · Market
Saastr
We Run Monaco, Agentforce and Artisan for Outbound. Why We Still Also Built Our Own “AI ABM” Tool for Our Top Accounts↗MarTech · AI
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Sudden Wealth Syndrome↗Market

Tuesday, 6 October 2026

10 pieces
A Wealth of Common Sense · Ben Carlson
The Rich Are Getting Richer. So Is Everyone Else↗Market
Saanya Ojha
Anthropic’s Road to IPO↗Infra · AI
Newcomer · Eric Newcomer
9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More↗Fintech · AI
Euclid Ventures
False Profits↗Market · AI
A16Z
Investing in General Medicine↗Health
Annelies Gamble
Why AI Capability Isn't Always Translating to Value in Industrials↗Industrials · AI
Sammy Abdullah
SaaS R&D as a Percent of Revenue Held Steady at 24% in Q2 2026↗Enterprise
Saastr
How Much of Your Customer Support Can AI Really Resolve? The Best Get About 70%. The Median Is 48%. Here’s the Real Data From 13 Vendors↗Enterprise · AI
White Star Capital
Cash that never sleeps: why we invested in Spiko↗Fintech · Banking · Crypto
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools

Monday, 5 October 2026

20 pieces
Tanay Jaipuria · Tanay Jaipuria
How Personal Agents Get Paid↗AI · Marketplace · Edu
Minutes
Asset Light Software↗Enterprise · AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – October 2026↗Market
Feld Thoughts · Brad Feld
Founded Colorado↗Market · Gov
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
Saanya Ojha
Claude Goes to Church↗AI
Deconstructor of Fun
Why Great Hires Fail at Startups.↗Market · HR
Climate Tech VC
🌎 Fervo flips the switch #316↗Climate
Lenny's Newsletter
🎙️ How I AI: 8 real Jev use cases + How OpenAI uses ChatGPT Sites (live at DevDay!) + Claire’s DevDay recap↗AI · DevTools
Sammy Abdullah
Q2 2026 SaaS Gross Profit Margin Holds at 77%↗Enterprise
Saastr
You’ll Probably End Up With 40% Of Your Revenue from “International.” Invest Earlier There.↗Enterprise · Market
A16Z
Top 100 Consumer AI Apps - Seventh Edition ↗AI · Consumer
The Sociology of Business · Ana Andjelic
Merch Guide is out. Here’s who gets it right↗Media · MarTech · Consumer
The Micromobility Newsletter · Team M
NYC Upgrades Bike Access as Cycling Surges 112% 📈↗Mobility
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
Lenny's Newsletter
How OpenAI uses ChatGPT Sites (live at DevDay!) | Kath Korevec (Product Lead)↗AI · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate↗Built World
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer
Stratechery
Apple and a Hacker’s Future↗AI · DevTools
Akash Bajwa
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps↗AI · Enterprise · Market
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