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TUE 29 SEPT 2026 · 86 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

Wednesday, 9 September 2026

4 pieces
Startup Hacks · Alex Iskold
On moats and barriers to entryEnterprise · AI
Melody Koh · Melody Koh, Partner @ NextView
The Third LayerAI · Market
makers + builders · Parul Singh
Your Harness Is the ProductAI
Lightspeed Venture Partners · Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar
Helping Legal Teams Own Their Intelligence: Our Series H Investment in HarveyLegal · AI

Tuesday, 8 September 2026

13 pieces
Saanya Ojha
Of Alien Minds and Prisoner’s DilemmasAI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)AI · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.AI · Infra · Insurance
Annelies Gamble
Scaling Agentic CommerceBanking · AI · Retail
Greylock News
Introducing Antioch: The Simulation Platform for Physical AIAI · Robotics
Radical VC
A World Model for Spatial IntelligenceAI · Infra · Robotics
QED
LLM incentives and the application layerAI · Enterprise
Not Boring · Packy McCormick
Everyone is Reading Lonesome DoveMedia · AI
Lenny's Newsletter
How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)AI
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with MistralAI · Infra · Market
Sapphire Ventures
AI (In)SecuritySecurity · AI
Jump Capital · Yelena Shkolnik
The Center Cannot HoldAI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?AI · Enterprise

Monday, 7 September 2026

7 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor DayAI · Market
Lenny's Newsletter
🎙️ How I AI: GPT-6 Astra is a banger + Stripe’s AI playbook + Grok Bot vs. OpenClaw: why I replaced my entire agent stackAI · Enterprise
Saastr
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.Enterprise · AI
Lenny's Newsletter
Build your own company brain: the enterprise AI playbook from Stripe’s engineering team | Sharadh KrishnamurthyEnterprise · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & LosersAI · Market
Akash Bajwa
Does Concentration Risk Matter In AI?AI · Semis · Infra
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI ConsumptionAI · Infra

Sunday, 6 September 2026

6 pieces
Saastr
Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open TasksAI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (09/04/2026): Swarms, Safeguards & SupremacyAI
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M AI · Semis · Mobility
Saastr
Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)Enterprise · AI
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.AI · Enterprise · Market

Saturday, 5 September 2026

5 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?AI · Infra
Lenny's Newsletter
🧠 Community Wisdom: Driving AI adoption when habits are the bottleneck, leveling up from APM to a mid-level PM role, converting a wave of new users to subscription, and moreAI · MarTech
Saastr
California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and VendorsEnterprise · AI
Continuations · Albert Wenger
Why AI Consciousness MattersAI
Ed Sim
What’s 🔥 in AI/Infra/VC #514AI · Infra · Security

Friday, 4 September 2026

5 pieces
Obvious
The Holy Grail of Autonomy is Coming into ViewMobility · AI
Saanya Ojha
Hallelujah, It’s Raining ModelsAI · Infra
My Climate Journey · Jason Jacobs
AI Is Outgrowing the GridClimate · AI · Industrials
A16Z
Investing in GimletAI
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.AI · Market
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