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SUN 20 SEPT 2026 · 92 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 ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Saturday, 19 September 2026

6 pieces
Net Interest · Marc Rubinstein
Brookfield of DreamsAI
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?Crypto · Banking
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The AgentsAI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516AI · Infra · Market
Vickram Pradhan
Painkiller Problems at the Pentagon, the ICHRA rebrand, and Return of the JuulHealth · Bio · Defense
Sajith Pai
Skateboarding, TOFU, Love, CurrenciesMarket · AI · Enterprise

Friday, 18 September 2026

17 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, IndianaIndustrials · Market
Joe Lonsdale
Ep 162: Brian Chau Built an AI That Uncovers Fraud — It Just Found a $21 Billion Racial Wealth TransferMedia · AI
Euclid Ventures
What Veeva Can Teach Vertical AIAI · Enterprise
Saanya Ojha
The Open Questions in the Race to Run Your LifeAI · Consumer
Stratechery
DoomforceAI · Enterprise · Gov
A Wealth of Common Sense · Ben Carlson
5% Bond YieldsBanking · Market
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels AI · Infra · Robotics
Sammy Abdullah
Negotiating the Investment Banker Engagement LetterBanking · Market
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out AI · Infra · Market
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per EmployeeAI · Enterprise · Semis
A16Z
Charts of the Week: So Many Apps, So Little TimeAI · Market
BIG by Matt Stoller · Matt Stoller
AI Is an Elite Crime Spree AI
Jamesin · Jamesin Seidel
Another Instinct ArticleAI · Consumer
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile IslandAI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 NewsletterAI · Climate · Defense
Not Boring · Packy McCormick
Weekly Dose of Optimism #211Health · Bio · AI
Brian Sugar
I Wish I'd Thought of ThatMarket

Thursday, 17 September 2026

15 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the ModelAI · Enterprise
Earnest Sweat
Pull Up Your CalendarMarket
Saanya Ojha
The Interface to EverythingAI · Consumer
Insight Partners
Helping founders achieve “exceptional”Market
Phin Barnes
Budding vs. splitting: A better model for growing an engineering org Market
Pear
Now accepting applications: Pear Prime 2027Market
Sammy Abdullah
An Investment Banker’s Advice on M&A from his BookMarket
Turner Novak
🎧🍌 Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter OneMarket
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price DropEnterprise · Market
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPOAI · Infra · Market
The Micromobility Newsletter · Team M
Vision Zero Reimagined: NYC Puts Micromobility in the MixMobility
Antler
Pre-Seed funding in Australia dries up at the end of the year, here’s how to plan for itMarket
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How to Talk To Your Clients About Ray DalioBanking
Collaborative Fund
Why we're investing in Dr. Max'sConsumer · Retail
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin OpportunityAI · Enterprise · Fintech

Wednesday, 16 September 2026

2 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for MachinesAI · Security
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & ComplianceFintech · Banking
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