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WED 07 OCT 2026 · 83 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 & IndustrialsBanking & Capital MarketsMarketing & Sales TechRoboticsSemiconductorsCybersecurity

Tuesday, 6 October 2026

4 pieces
A16Z
Investing in General Medicine↗Health
Sammy Abdullah
SaaS R&D as a Percent of Revenue Held Steady at 24% in Q2 2026↗Enterprise
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

14 pieces
Tanay Jaipuria · Tanay Jaipuria
How Personal Agents Get Paid↗AI · Marketplace · Edu
Harlem Capital
🎓 Harlem Capital Intern Yearbook – October 2026↗Market
Radical VC
AMD Acquires World Labs↗AI · Semis · Market
Climate Tech VC
🌎 Fervo flips the switch #316↗Climate
Sammy Abdullah
Q2 2026 SaaS Gross Profit Margin Holds at 77%↗Enterprise
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
Menlo VC
Menlo’s Investment in Factory: The System That Builds Software↗AI · DevTools · Enterprise
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
USV
Joining USV: Finding the Evergreens↗Market · AI · Crypto
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: How Seed and Pesticide Makers Act Like the Mafia↗AgFood · Industrials
Tomasz Tunguz · Tomasz Tunguz
Inference Is the Most Important Market in Software↗Infra · Enterprise

Sunday, 4 October 2026

7 pieces
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech
Hunter Walk
Mercury’s CEO on their Principles of Writing (and AI Usage)↗Fintech · Enterprise
Investing in AI · Rob May
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments↗AI · Market
Saanya Ojha
🧾 Weekly Wrap Sheet (10/02/2026): Agents, Aggregators & Argon↗AI · Enterprise
A Wealth of Common Sense · Ben Carlson
The Biggest Risk Everyone Already Knows About↗AI
Saastr
Astra 6 Replaced a Core Engine of SaaStr Connect With Two Words, “DO IT,” Twice in Under an Hour. Then It Said “I Did Not Make That Edit.”↗AI · Enterprise · DevTools
Lenny's Newsletter
OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux↗AI

Saturday, 3 October 2026

11 pieces
Feld Thoughts · Brad Feld
New Zealand, Colorado, and a Lunch in Boulder↗Market
Lenny's Newsletter
🧠 Community Wisdom: Getting value from personal AI agents without handing over your inbox, the ego threat of going from IC to manager, uncommon perks to negotiate for, and more↗Market
Kyle Harrison
The Virtue of an Artificial Intelligence↗AI · Market
Saastr
We Vibe Coded Our Own Calendly. Our AI Agent Pushed Us To Do It, and It Was Right.↗AI · Enterprise
Venture Prose
AI-Free Morning reflection↗AI
Abraham Thomas
Trust Is The Scarce Asset↗AI · Fintech
Saastr
Why Okta Tripled on … 11% Growth. 5 Interesting Learnings From One of the Biggest Re-Ratings in B2B This Year: 14% cRPO Growth, 30% of Bookings From New Products, and ~50x Forward Earnings↗Security · Enterprise
Net Interest · Marc Rubinstein
The Art of Doing Financial Engineering↗Infra · Banking
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market
Saastr
SaaStr AI App of the Week: Chargebee. The Billing System Behind How Gorgias, CodeRabbit, Lambda and Zapier Price AI↗Enterprise · Fintech
Saastr
We Got a $240,000 Estimate for Agent API Access. Our Agent Suggested a $5 Postgres Instance.↗Enterprise · AI

Friday, 2 October 2026

4 pieces
Earnest Sweat
The Steal↗Market
Entrepreneur First
Portfolio News | September 2026↗Market
A Wealth of Common Sense · Ben Carlson
Why is Consumer Sentiment so Low?↗Market
Teddy Blank · Teddy Blank
Cluster Luck↗Market
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