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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

Wednesday, 23 September 2026

6 pieces
A16Z
Introducing the a16z Ops Engineering FellowshipAI · Market
First Round Review
Parsing “Can” from “Should”: How Netflix's Product Team Got Thousands of Creatives to Trust an AI OverhaulMedia · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy Life Insurance Before It Destroys Humanity?Insurance · AI
Saastr
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New BusinessAI · MarTech
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wobbly House of CardsAI
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the MiddleAI · Infra · Market

Tuesday, 22 September 2026

10 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?AI · DevTools
Lenny's Newsletter
I left Claude for months. Opus 5.5 is why I'm backAI
Selina Wang
The Case for Industrial BatteriesClimate · AI
Saanya Ojha
Open SeasonAI
Insight Partners
Behind the investment: Snorkel AIAI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTSIndustrials · AI · Infra
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal GrowthEnterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee LensEnterprise · AI · Market
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your productAI · DevTools
Jess Schram
The Durable MajorityMarket · AI

Monday, 21 September 2026

12 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: ImplicationsAI · Market
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go PublicRobotics · Industrials · AI
Guru Chahal
The Automation ParadoxAI · Enterprise · DevTools
Radical VC
Introducing Radical Breakouts FundMarket · AI
Saanya Ojha
Agents of ChaosAI · Infra
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories AI · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in YearsEnterprise · AI · Data
The Sociology of Business · Ana Andjelic
Post-FrictionAI · Consumer
Climate Tech VC
🌎 See you at New York Climate Week! #314Climate · AI
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)DevTools · AI
Stratechery
Frontier OverhangsAI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If StatementAI · Infra · Enterprise

Sunday, 20 September 2026

5 pieces
Guru Chahal
What a European CIO Is Planning for in the AI EraEnterprise · AI
Saanya Ojha
Weekly Wrap Sheet (09/18/2026): Pacing, Personal AI & PermissionsAI · Consumer
Kyle Harrison
The Mega-Million Dollar CustomerEnterprise · AI
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B MarkAI · Enterprise · DevTools
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To ResearchAI · Market

Saturday, 19 September 2026

4 pieces
Net Interest · Marc Rubinstein
Brookfield of DreamsAI
Saastr
A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The AgentsAI · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #516AI · Infra · Market
Sajith Pai
Skateboarding, TOFU, Love, CurrenciesMarket · AI · Enterprise

Friday, 18 September 2026

3 pieces
Joe Lonsdale
Ep 162: Brian Chau Built an AI That Uncovers Fraud — It Just Found a $21 Billion Racial Wealth TransferMedia · AI
Euclid Ventures
What Veeva Can Teach Vertical AIAI · Enterprise
Saanya Ojha
The Open Questions in the Race to Run Your LifeAI · Consumer
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