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MON 28 SEPT 2026 · 91 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 TechRoboticsCybersecurityBanking & Capital MarketsRetail & E-commerceManufacturing & Industrials

Monday, 28 September 2026

1 pieces
7wire Ventures
7wire Ventures Presents: Top of the Ladder Featuring Karoo Health Co-Founder & CEO Ian KoonsHealth

Sunday, 27 September 2026

9 pieces
A Wealth of Common Sense · Ben Carlson
Strange TimesMarket
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & MusesAI · Infra
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in healthHealth · Market
Alex Lazarow · Alex Lazarow
Why we invested in &you and the venture case for functional health in Southeast AsiaHealth
Alex Lazarow · Alex Lazarow
Why We Invested in ProsperHealth
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly GrahamAI · HR
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.Enterprise · DevTools
Earnest Sweat
Commit Early, Commit OftenMarket

Saturday, 26 September 2026

5 pieces
Lenny's Newsletter
🧠 Community Wisdom: AI doomerism, speeding up discovery in a big org, verifying engineering answers as a new PM, where analytics adds the most value, and moreAI · Data
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CXEnterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader FocusesEnterprise · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #517AI · Infra
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026Market

Friday, 25 September 2026

18 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are LosersMarket
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStrAI · Market
Deciens
Deciens Connect 2026: Field NotesFintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents RevoltAI · Fintech · Insurance
Saanya Ojha
What Meta Is Getting Right With MuseAI · Consumer
Stratechery
Begun, the Aggregator Wars HaveAI · Marketplace · Retail
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo LabAI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%Enterprise
A16Z
How Silicon Valley Knows Its PeopleMarket
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.AI · Consumer · Retail
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin CostEnterprise · DevTools
Antler
What Your Portfolio Thinks About Disruption Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction LayerAI · Enterprise
Alex Oppenheimer
What’s Next?Market · Enterprise
Antler
The Problem With Putting AI in a Box AI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #212Bio · Materials · Climate
Antler
Every Founder Study Starts at the End Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical CareHealth · Bio · AI

Thursday, 24 September 2026

7 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of ChartsMarket
Making Connections by Jax · Jax Vullinghs
Natural General IntelligenceAI · Climate
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?Market · AI
Thomas Reiner
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?Travel · AI
Deconstructor of Fun
How Playtika's best game became its biggest headacheGaming · Media
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Aspiring for Intelligence
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