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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, 31 August 2026

9 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling CostsAI · Enterprise
Nikunj Kothari
The New ValleyAI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 2: ImplicationsAI · Market
Adrian Radu
The Great AI Talent ConcentrationAI · Market
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workdayAI · Enterprise · DevTools
Madrona Ventures
Introducing the 2026 Intelligent Applications 40AI · Market
Lenny's Newsletter
How I turned Claude into a self-improving PM assistant | Daniel Blum (PM, Melio)AI · Enterprise
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Did America Just Set Up an FDA for Big Tech?AI · Gov
Tomasz Tunguz · Tomasz Tunguz
The Price of Entry to the FrontierAI

Sunday, 30 August 2026

8 pieces
Kevin Stevens
Every Overbuild Ends the Same WayAI · Climate
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the FrontierAI · Security
Hunter Walk
Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.Market · Enterprise · AI
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & WorkflowsAI · Infra · Enterprise
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $30 Trillion MoonshotAI · Enterprise
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)AI · Enterprise · DevTools
Investing in AI · Rob May
How To Think About The Negative ROI on AI InvestmentAI · Infra
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself AgainRetail · AI

Friday, 28 August 2026

11 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a momentAI · Infra · DevTools
Vickram Pradhan
Is Healthcare a Safe Haven if the AI Trade Unwinds?Health · AI
Saanya Ojha
The Claudeforce AwakensEnterprise · AI
Kevin Stevens
The Interface Was Never the MoatAI · Enterprise · Industrials
Saastr
When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013Enterprise · AI · MarTech
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? AI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data RetentionAI · Enterprise · Data
A16Z
The Machine Age FundAI · Infra · Semis
Peter G Schmidt · Peter G Schmidt
State of the Venture Market - 2026Market · AI
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Unleashing CreativityAI · Robotics

Thursday, 27 August 2026

12 pieces
Newcomer · Eric Newcomer
Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index VenturesAI · Enterprise
Sammy Abdullah
The Best Quotes from Salesforce’s Q2 Earnings Call on AIEnterprise · AI
Saanya Ojha
Nvidia vs. PhysicsAI · Infra · Semis
Jamie Tomalin
AVs as a Bellwether for AutonomyMobility · AI
Nkechi Iregbulem
Investing in TransfyrBio · AI
Saastr
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for SeedAI · Infra · Enterprise
Phin Barnes
Natural ValueAI · Enterprise · Market
Saastr
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last PlaceEnterprise · AI · Data
A16Z
You are not a model. Don’t price per token.AI · Enterprise · Market
David Talpalar
The Power of the AI Harness: Long Live the Application LayerAI
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing CostAI · Infra · Fintech
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model FactoryAI · Infra · Climate
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