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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

Friday, 4 September 2026

7 pieces
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7BAI · Enterprise · DevTools
A16Z
Charts of the Week: Experience > SkillsAI · Security · Media
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent DepthAI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209AI · Infra · Climate
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them AllAI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributedAI · DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & LeverageAI · Infra

Thursday, 3 September 2026

6 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve builtAI · DevTools
Euclid Ventures
Forward-Deployed EverythingAI · Market
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. AI · Retail · Fintech
A16Z
The Incumbents Are ComingAI · Enterprise
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AIAI · Infra

Wednesday, 2 September 2026

13 pieces
Evan O'Donnell
Read, Don’t RankAI · Enterprise
Radical VC
The Rise of NeoLabsAI · Market
Amir Kabir
Edition 61 | 2026 — The Economics of ReliabilityAI · Infra · Robotics
Saanya Ojha
Claude Takes Another LapAI · Enterprise
Battery Ventures
Defying Gravity: The System of Record in the Age of AIEnterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning AgentEnterprise · AI
Kevin Stevens
Software's Death Was Greatly ExaggeratedEnterprise · AI
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterpriseEnterprise · AI
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stackAI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael BurryAI · Market
Entrepreneur First
Portfolio News | Summer 2026Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power ProfileAI · Infra · Data
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Thought It MeansAI

Tuesday, 1 September 2026

14 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine CapitalismAI · Market
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”Robotics · AI
Annelies Gamble
Science's Observability ProblemBio · AI
Teddy Blank · Teddy Blank
The Golden Age of Biomedical Devices Has ArrivedBio · Health · AI
NextView VC
Magical Thinking and Our Investment in FambotConsumer · AI
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking AboutAI · Banking · Market
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid Climate · AI
Saanya Ojha
PHASEONE[big] and the SwarmAI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, RevisitedMarket · AI
Sammy Abdullah
9 Major Themes from Q2 SaaS Earnings CallsEnterprise · AI
Carried Away
Three Beach MinimumMarket · AI
Lenny's Newsletter
How to turn your AI into a world-class designerAI · DevTools · MarTech
Heartcore
👩🏻‍💻 Heartcore InsightsAI
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Think It MeansAI
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