TopicsPeopleBlogFeedsGet the weekly digest
SUN 04 OCT 2026 · 125 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

Select picks in the past month
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 & ClimateConsumerBanking & Capital MarketsManufacturing & IndustrialsMarketing & Sales TechRoboticsCybersecurityRetail & E-commerce

Saturday, 3 October 2026

10 pieces
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

17 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
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer
Stratechery
Dots and Question Marks↗AI · Enterprise
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market
Evan O'Donnell
Production on Autopilot↗DevTools · Infra
Erik Torenberg
Introducing Cosign↗Market
Joe Lonsdale
Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! ↗AI
Euclid Ventures
Too Slow, Too Poor, Too Proud↗AI · Enterprise · Market
99% Derisible · Yoni Rechtman
Do you know a guy?↗AI · Market
Sammy Abdullah
Q2 2026 Payback Period for SaaS Co’s Continues to be Excellent↗Enterprise
A16Z
The Case for the American Manufacturing Asset Class↗Defense · Industrials · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop ↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #213↗Market
Tomasz Tunguz · Tomasz Tunguz
Do We Grow Software or Do We Design It?↗DevTools · AI

Thursday, 1 October 2026

13 pieces
BIG by Matt Stoller · Matt Stoller
McDonald's Caught Cheating Consumers for Profit as Rage Over Cost of Living Burns↗Retail · Consumer
Making Connections by Jax · Jax Vullinghs
The next AI training ground is a laboratory↗Infra · Bio · DevTools
Saanya Ojha
Google Is So Back. Again.↗AI · Infra
Newcomer · Eric Newcomer
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as Speakers↗Market
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff↗Consumer · Industrials · AI
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General Partners↗Market
Lightspeed Venture Partners Blog
Introducing Financial Audit Bench: Evaluating Audit Capabilities of AI Agents↗AI · Enterprise
Earnest Sweat
Blue Cars↗Market
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra
Jamesin · Jamesin Seidel
Poker.↗Market
Lightspeed Venture Partners Blog
Steven Munsie↗AI · Market
Saastr
20VC x SaaStr: Anthropic’s S-1 Leaks, Instinct Hits $10 Billion in 33 Days, AMD Buys World Labs, and Meta Poaches MongoDB’s CEO↗AI · Market
← Prev12345…1370Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily