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WED 30 SEPT 2026 · 84 new pieces this week

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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 & ClimateConsumerMarketing & Sales TechRoboticsCybersecurityBanking & Capital MarketsManufacturing & IndustrialsRetail & E-commerce

Friday, 14 August 2026

3 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise
Radical VC
Applying RSI to the Organization, Not Just the ModelAI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?AI

Thursday, 13 August 2026

18 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AIAI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStrEnterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the RideMarket · AI
Saanya Ojha
Watermark My WordsAI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series CAI · Data
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the MainstreamAI · Market
Antler
AinaAI · DevTools · Consumer
Antler
Sophiie AIAI · Enterprise
A16Z
This Essay is 10% AI GeneratedAI
Antler
JurisphereLegal · AI
Antler
IndustrialMind.aiIndustrials · AI
Antler
CrayonLabsAI · Enterprise
Antler
Dodge.aiEnterprise · AI
Antler
Infer.soAI
A16Z
Investing in ValsAI
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the DataAI · Infra
David Talpalar
The Big Data Center DebateAI · Climate
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of IntentAI · Infra

Wednesday, 12 August 2026

7 pieces
Saanya Ojha
Revenge of the WrappersAI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, ActionMedia · AI
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part IAI · Security · Insurance
Melody Koh · Melody Koh, Partner @ NextView
Consensus by ConstructionMarket · AI
Menlo VC
Built to Run: Doubling Down for Lovable’s $400M Series CDevTools · AI · Enterprise
Sequoia
Partnering with Preview: Lights, Inference, ActionMedia · AI

Tuesday, 11 August 2026

9 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.Climate · AI
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit AI · Market
Annelies Gamble
The Frictions That Make AI Forecasting HardAI · Health
Newcomer · Eric Newcomer
Decagon Hit $100 Million Betting Against Forward Deployed EngineersEnterprise · AI
Saanya Ojha
The AI Revolution will be SecuritizedAI · Semis
Into the Metaverse
The Friends We Made Along the WayCrypto · AI
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the StockSecurity · AI
A16Z
Some Simple Economics of Open versus Closed AIAI
Tomasz Tunguz · Tomasz Tunguz
A Winner in Every CategoryEnterprise · AI

Monday, 10 August 2026

3 pieces
Saanya Ojha
Zuck’s Great Open-Source ResetAI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: ImplicationsAI · Market
Lenny's Newsletter
🎙️ How I AI: Build an AI code review bot in 30 minutes + Claude Code for normal peopleDevTools · AI
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