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TUE 29 SEPT 2026 · 86 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 MarketsManufacturing & IndustrialsRetail & E-commerce

Tuesday, 29 September 2026

3 pieces
Breadcrumb VC
Local AI Models: The Catalyst for the Great ResetAI · Infra · Semis
Akshay Mehra
How Did We Get Here?AI · Bio · Defense
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike KriegerAI · DevTools

Monday, 28 September 2026

4 pieces
A16Z
OpenAI Understands Something Important and RareAI · Market
USV
Introducing SupertakeFintech · AI
Stratechery
Apps, Agents, and AggregationAI · Enterprise · MarTech
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets CheaperInfra · AI

Sunday, 27 September 2026

3 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & MusesAI · Infra
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?AI · Market
Lenny's Newsletter
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly GrahamAI · HR

Saturday, 26 September 2026

4 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
Kyle Harrison
Sailing TailwindsDefense · Market · AI
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CXEnterprise · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #517AI · Infra

Friday, 25 September 2026

11 pieces
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
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
Antler
What Your Portfolio Thinks About Disruption Market · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction LayerAI · Enterprise
Antler
The Problem With Putting AI in a Box AI · Market
7wire Ventures
From Documentation to Decision: AI’s Next Chapter in Clinical CareHealth · Bio · AI

Thursday, 24 September 2026

10 pieces
Making Connections by Jax · Jax Vullinghs
Natural General IntelligenceAI · Climate
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
Guru Chahal
Could AI Have Been Einstein?AI
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than HumanAI · Enterprise · DevTools
QED
Why QED invested in FlamMedia · MarTech · AI
Antler
The solo signalMarket · AI
David Talpalar
Interest Rates Actually Matter in Venture, TooMarket · Infra · AI
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit RatingAI · Security · Enterprise
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in LoopsAI · DevTools

Wednesday, 23 September 2026

5 pieces
Nikunj Kothari
The Amplification GapAI · Market
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash BuildsAI · Climate
NextView VC
Alpha Lives UpstreamMarket · AI
Newcomer · Eric Newcomer
Less than One Week Until the Machine Earning AI Summit: See Our Speakers & Discussion Group LeadersAI
Saanya Ojha
So Over. So Back. So Cheap.AI
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