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FRI 02 OCT 2026 · 95 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 TechRoboticsManufacturing & IndustrialsBanking & Capital MarketsCybersecuritySemiconductors

Friday, 2 October 2026

1 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop AI · Enterprise

Thursday, 1 October 2026

9 pieces
Newcomer · Eric Newcomer
Igor Babuschkin + Founders of Legora, Factory, Fireworks AI, Etched & Crosby Join the Cerebral Valley AI Summit as SpeakersMarket
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie SiminoffConsumer · Industrials · AI
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum BuildsSemis · Infra
A16Z
Investing in doxxnetAI · Security
The Sociology of Business · Ana Andjelic
Revenge of analogTravel
A16Z
Investing in ArmadinSecurity · AI
Fintech Ruminations
The inevitability of local stablecoinsCrypto · Fintech
Peter G Schmidt · Peter G Schmidt
Episode 6: Cummins, Inc.Industrials · Climate
Amir Kabir
Edition 65 | 2026 — When AI Gets a BodyAI · Robotics · Security

Wednesday, 30 September 2026

13 pieces
Newcomer · Eric Newcomer
Early Optimism Reigns on Agentic Commerce + Personal Agents at the Machine Earning AI SummitAI · Fintech · Banking
Saanya Ojha
OpenAI Dev Day: Dots, Decisions, DistributionAI · Enterprise · DevTools
Sierra Ventures
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to AgentsAI · Enterprise
Lenny's Newsletter
OpenAI Dev Day 2026: The releases that actually matterAI · DevTools
Sammy Abdullah
Q2 SaaS Operating Margins Hold Steady at -4%Enterprise
Saastr
“This Is a Pretty Fancy Dinner. That Probably Means I’m Overpaying.” A Dreamforce Lesson From a Top 5 CustomerEnterprise · AI
Insight Partners
Behind the investment: MetaviewHR
Carried Away
VC Grip StrengthMarket · AI
Lenny's Newsletter
Jev: 8 real use cases for the fastest, cheapest model I’ve ever used | John LindquistDevTools · AI
A16Z
State of Markets IIAI · Semis · Industrials
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Will Higher Rates Kill the Stock MarketMarket
Harlem Capital
Accountants Who Know AI: Why We Backed MAVIHR · Market
Melody Koh · Melody Koh, Partner @ NextView
Persistent Without JudgmentAI · DevTools

Tuesday, 29 September 2026

17 pieces
Tanay Jaipuria · Tanay Jaipuria
Agentic Commerce and IncentivesRetail · Marketplace · AI
Pear
Listen Labs is joining Salesforce: Why we believed in the human insights layerEnterprise · AI
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"Climate · Industrials · Gov
Emergence Capital
Five frontier launches and one unanswered questionAI · Infra
A16Z Crypto
There’s a market for more marketsCrypto · Fintech · Banking
Lerer Hippeau
Please welcome Brodie Sports Group, the largest recreational basketball league in North AmericaConsumer · Marketplace
A16Z
Who Gets Paid When AI Does the Shopping?AI · Marketplace · Retail
Annelies Gamble
Closing the Loop Between AI Design and the Wet LabBio · AI
My Climate Journey · Jason Jacobs
The Power We Need Already Exists. It's Just Going to Waste.Climate · Infra
Madrona Ventures
A Reasoning Flywheel for the Physical Economy: Why We Invested in AtomicSupply Chain · Industrials
Supercruise
We’ve Seen This Movie Before. We Know How It Ends.AI · Market
Steven Sinofsky
243. Government(s) Controlling AI Sounds Safer, But…AI · Gov
Saanya Ojha
Meta Gets Down to BusinessAI · Enterprise
A Wealth of Common Sense · Ben Carlson
A Brutal Bond MarketBanking
Sammy Abdullah
SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026Enterprise
Equal Ventures
Announcing Garrett Koehn as our Newest Venture PartnerMarket
Euclid Ventures
SaaSpocalypse Now What?Enterprise · Market
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