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WED 30 SEPT 2026 · 85 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 TechRoboticsManufacturing & IndustrialsCybersecurityBanking & Capital MarketsRetail & E-commerce

Sunday, 23 August 2026

2 pieces
Tomasz Tunguz · Tomasz Tunguz
The AI BullwhipAI · Infra · Industrials
Tomasz Tunguz · Tomasz Tunguz
The AI BullwhipAI · Climate · Defense

Saturday, 22 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #512AI · Robotics

Friday, 21 August 2026

10 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The MoatAI · Infra · Data
99% Derisible · Yoni Rechtman
Our 2Q letter to LPsAI · Market
Continuations · Albert Wenger
Slowing Down the Race to SuperintelligenceAI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund ModelAI · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #207Bio · AI · Robotics
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.Enterprise · AI
A16Z
Charts of the Week: Winds of Thematic ChangeAI · Data · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.AI · Infra · Climate

Thursday, 20 August 2026

11 pieces
Next Big Thing · Nikhil Basu Trivedi
SkydiveAI · DevTools
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 secondsAI · Consumer
Newcomer · Eric Newcomer
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion ValuationAI
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agendaAI · Market
Earnest Sweat
Everyone Shoots Threes NowAI · Market
Newcomer · Eric Newcomer
The Story of a Cap Table: OpenRouterAI
Phin Barnes
Raise less and build softwareAI · Enterprise
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.Market · Retail · AI
The Micromobility Newsletter · Team M
ALSO Raises $150M Series D 🚀Mobility · AI
First Round Review
Firsthand: How I Built a Brand with Heart at LovableAI · DevTools · Fintech
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part IIAI · Insurance · Security

Wednesday, 19 August 2026

12 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer FellowsHR · Market · AI
A16Z
OpenRouter & Stripe: The Intelligence NetworkAI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?AI · Legal · Insurance
Saanya Ojha
The Hunt for Human ExhaustAI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model RoutingAI
Insight Partners
The enterprise AI bottleneck is about context, not capabilityAI · Enterprise · DevTools
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI GrowthAI · Infra · DevTools
Madrona Ventures
Celebrating HighspotEnterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously UnmanufacturableAI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously UnmanufacturableAI · Enterprise · DevTools
Sequoia
Own Your Intelligence: A How-To GuideAI

Tuesday, 18 August 2026

4 pieces
Earnest Sweat
The Barrel Gets a PriceAI · Data · Fintech
Lenny's Newsletter
I tested Grok Bot, Grok 4.6, and Cursor Origin - here’s my honest takeAI · DevTools
Saanya Ojha
Damned If You Diffuse, Damned If You Don’tAI · Market
Annelies Gamble
America’s Role in the Next Golden Age of Chemical SynthesisAI · Bio · Industrials
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