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WED 30 SEPT 2026 · 84 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

Monday, 10 August 2026

6 pieces
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI
A16Z
Can Agents Use a Computer Yet? We've Got the DataAI · Enterprise
Deconstructor of Fun
Why the Best Founders Are Neither American nor EuropeanAI · Gaming
Lenny's Newsletter
Claude Code for normal people: skills, voice mode, and how to collaborate with AIAI · DevTools
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?AI · Market
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI

Sunday, 9 August 2026

7 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery LoopAI · Infra
Radical VC
Radical Reads: Jeff Dean on Launching Discovery LoopAI
Feld Thoughts · Brad Feld
The Argument Against AI Writing Is At Least 2,400 Years OldAI · Media
Continuations · Albert Wenger
The Cost of Capital in the AGI AgeAI · Market
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion LeaseAI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New SpaceAI · Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR MultiplesAI · Market

Saturday, 8 August 2026

4 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!Security · AI
Stage 2
How to Use Claude to Define Your Ideal Customer ProfileAI · MarTech
Ed Sim
What’s 🔥 in AI/Infra/VC #510AI · Security · Infra
Saastr
Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.Enterprise · AI

Friday, 7 August 2026

8 pieces
Glenn Borok
Airtable didn't get acquired - it got divorcedEnterprise · AI · Market
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, MayfieldAI · Infra · Semis
Memory Leak
Optical Interconnect — A PrimerAI · Semis
Euclid Ventures
THE VERTICAL MUSEUM · EXHIBIT 02Health · AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'AI · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom TokensAI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #205Climate · AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat RoomAI · Security

Thursday, 6 August 2026

5 pieces
Greycroft.com
Defense Startup: AI Turns 2 Months Of Engineering Into 20 MinutesDefense · Industrials · AI
Amir Kabir
Edition 57 | 2026 — Why Trust Doesn't Scale AutomaticallyAI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind SpotMarket · AI
Saastr
I Bought 30+ APIs This Year. Only Exa Asked How It Went. Copy Them.DevTools · Enterprise · AI
A16Z
Knowing When to Stop: The Art of Making a Loop Converge AI · DevTools

Wednesday, 5 August 2026

8 pieces
Radical VC
Our Investment in Discovery LoopAI · Infra
David Cahn
New Podcast: How The AI Bet Pays Off + AI Lab Strategy GameAI
Euclid Ventures
Venture Capital's Blackstone ProblemAI · Market · Enterprise
Radical VC
Our Investment in Discovery LoopAI · Infra · Bio
Saastr
“Our AI Agent Rewrote Our App Without Telling Us” The Agents #12 is Here!AI · Enterprise
Pear
Request for Startups: Ideas from iconic founders & leadersAI · Enterprise
Lenny's Newsletter
Build an AI code review bot in 30 minutes with Vercel EveDevTools · AI
Tomasz Tunguz · Tomasz Tunguz
Spending Like a HyperscalerAI · Infra · Market

Tuesday, 4 August 2026

2 pieces
Annelies Gamble
Measuring the road to AGIAI
Insight Partners
Behind the investment: ConvexAI · DevTools · Enterprise
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