FeedsGet the weekly digest
TUE 29 SEPT 2026 · 86 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

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, 18 September 2026

10 pieces
Stratechery
DoomforceAI · Enterprise · Gov
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels AI · Infra · Robotics
Newcomer · Eric Newcomer
War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out AI · Infra · Market
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per EmployeeAI · Enterprise · Semis
A16Z
Charts of the Week: So Many Apps, So Little TimeAI · Market
BIG by Matt Stoller · Matt Stoller
AI Is an Elite Crime Spree AI
Jamesin · Jamesin Seidel
Another Instinct ArticleAI · Consumer
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile IslandAI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 NewsletterAI · Climate · Defense
Not Boring · Packy McCormick
Weekly Dose of Optimism #211Health · Bio · AI

Thursday, 17 September 2026

4 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the ModelAI · Enterprise
Saanya Ojha
The Interface to EverythingAI · Consumer
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPOAI · Infra · Market
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin OpportunityAI · Enterprise · Fintech

Wednesday, 16 September 2026

6 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for MachinesAI · Security
Know Your Growth
Steering a Rocket Ship: Inside Profound’s Meteoric GrowthAI · MarTech
Insight Partners
How the context layer creates enterprise ROIEnterprise · AI
Lenny's Newsletter
Muse review: The personal AI agent that gets consumer UX rightAI · Consumer
Menlo VC
2026: The State of Consumer AIAI · Consumer
A Wealth of Common Sense · Ben Carlson
Why Are Valuations Falling in a Bull Market?AI

Tuesday, 15 September 2026

11 pieces
Thomas Reiner
AV Fleet Tracker Bottoms Up: 5.5k+ Vehicles | PA Dispatch No. 15Mobility · AI
Annelies Gamble
When AI Measures What Instruments MissAI · Climate
Saanya Ojha
The Audacity of CautionAI
Meritech
Meritech Software Pulse | 11-September-2026Enterprise · AI
Abraham Thomas
My Next AdventureFintech · AI
USV
Product in the Agentic AgeMarket · AI
USV
Product in the Agentic AgeAI · Enterprise
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AIEnterprise · AI · Market
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS MadeAI · Enterprise
Madrona Ventures
When Agents Meet in the Middle: Why We Invested in Jack & JillHR · AI
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells ItselfEnterprise · AI

Monday, 14 September 2026

9 pieces
Radical VC
What AI Has to Understand Before It Can Beat the MarketAI · Fintech · Banking
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobsAI · DevTools
Continuations · Albert Wenger
Universal Moral Core Principle 3AI
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. YetAI · Enterprise
A16Z
Product Management is Still All About Telling StoriesAI · Market
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng ZhengAI · DevTools
Akash Bajwa
Agent Traffic: Infrastructure & Security Software SignalsAI · Infra · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO AlreadyAI · Market
Tomasz Tunguz · Tomasz Tunguz
What Does Pacing Mean?AI
← Prev12345…13Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily