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SAT 03 OCT 2026 · 122 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

Saturday, 3 October 2026

6 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 moreMarket
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 reflectionAI
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 EarningsSecurity · Enterprise
Saastr
SaaStr AI App of the Week: Chargebee. The Billing System Behind How Gorgias, CodeRabbit, Lambda and Zapier Price AIEnterprise · 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

11 pieces
Earnest Sweat
The StealMarket
A Wealth of Common Sense · Ben Carlson
Why is Consumer Sentiment so Low?Market
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait ForeverInfra · Semis · Market
Evan O'Donnell
Production on AutopilotDevTools · Infra
Erik Torenberg
Introducing CosignMarket
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 ProudAI · 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 ExcellentEnterprise
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 #213Market

Thursday, 1 October 2026

23 pieces
BIG by Matt Stoller · Matt Stoller
McDonald's Caught Cheating Consumers for Profit as Rage Over Cost of Living BurnsRetail · Consumer
Making Connections by Jax · Jax Vullinghs
The next AI training ground is a laboratoryInfra · 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 SpeakersMarket
Turner Novak
🎧🍌 From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie SiminoffConsumer · Industrials · AI
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital SummitClimate · Infra · Industrials
yCombinator
Vivian Midha Shen and Raphael Schaad Join YC as General PartnersMarket
Earnest Sweat
Blue CarsMarket
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum BuildsSemis · Infra
Jamesin · Jamesin Seidel
Poker.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 CEOAI · Market
A16Z
Investing in doxxnetAI · Security
Guru Chahal
What Role Will Frontier Models Play in Robotics?Robotics · AI
Greylock News
Introducing Parallax: The AI Energy CompanyClimate · Infra
Sammy Abdullah
Q2 2026 SaaS Revenue Growth Held Steady at 21% YOYEnterprise · AI
The Micromobility Newsletter · Team M
NYC Proposes 23 New E-Bike BillsMobility · Gov
Brian Sugar
Who UnderstandMarket
A Wealth of Common Sense · Ben Carlson
Where is the Stock Market Volatility?Banking
Saastr
The 10 Most Important Learnings From a16z’s Latest State of Markets: Horizontal B2B Trades at 2.7x Revenue, New Startups Are Growing 500%+, and 55% of Unicorns Have Under 2 Years of RunwayAI · Enterprise · Market
The Sociology of Business · Ana Andjelic
Revenge of analogTravel
Saastr
You’ll Know if That New VP is Going to Fail at the First Board Meeting. Here Are The Clear Tells.Market
A16Z
Investing in ArmadinSecurity · AI
Mountside Ventures
Stasher raises £3m to scale the global network changing how travellers store their luggageTravel · Marketplace
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