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TUE 29 SEPT 2026 · 86 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

Tuesday, 29 September 2026

1 pieces
Breadcrumb VC
Local AI Models: The Catalyst for the Great ResetAI · Infra · Semis

Monday, 28 September 2026

2 pieces
Climate Tech VC
🌏 Overheard at NYCW '26 #315Climate · Infra · Market
Tomasz Tunguz · Tomasz Tunguz
How GPU Prices Can Double While AI Gets CheaperInfra · AI

Sunday, 27 September 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/25/2026): Mischief, Margins, Markdowns & MusesAI · Infra

Saturday, 26 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #517AI · Infra

Thursday, 24 September 2026

2 pieces
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same YearSemis · Infra
David Talpalar
Interest Rates Actually Matter in Venture, TooMarket · Infra · AI

Wednesday, 23 September 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the MiddleAI · Infra · Market

Tuesday, 22 September 2026

2 pieces
Insight Partners
Behind the investment: Snorkel AIAI · Infra · Data
Annelies Gamble
AI Infrastructure for Manufacturing - Notes from IMTSIndustrials · AI · Infra

Monday, 21 September 2026

2 pieces
Saanya Ojha
Agents of ChaosAI · Infra
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If StatementAI · Infra · Enterprise

Saturday, 19 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #516AI · Infra · Market

Friday, 18 September 2026

2 pieces
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

Thursday, 17 September 2026

1 pieces
Investing in AI · Rob May
Stress Testing Anthropic’s Revenue Pre-IPOAI · Infra · Market

Monday, 14 September 2026

1 pieces
Akash Bajwa
Agent Traffic: Infrastructure & Security Software SignalsAI · Infra · Enterprise

Sunday, 13 September 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (09/11/2026): Prophets, Proofs, Prisoners & PowerAI · Infra

Friday, 11 September 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #210AI · Infra · Health

Thursday, 10 September 2026

2 pieces
Saanya Ojha
Race You to the ApocalypseAI · Infra · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center AttachedAI · Infra

Tuesday, 8 September 2026

4 pieces
Saanya Ojha
Of Alien Minds and Prisoner’s DilemmasAI · Infra · Market
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.AI · Infra · Insurance
Radical VC
A World Model for Spatial IntelligenceAI · Infra · Robotics
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with MistralAI · Infra · Market

Monday, 7 September 2026

2 pieces
Akash Bajwa
Does Concentration Risk Matter In AI?AI · Semis · Infra
Tomasz Tunguz · Tomasz Tunguz
The Three Waves of AI ConsumptionAI · Infra

Saturday, 5 September 2026

2 pieces
Peter G Schmidt · Peter G Schmidt
Why is there a $500M AI Model Training Company in North Canton, OH?AI · Infra
Ed Sim
What’s 🔥 in AI/Infra/VC #514AI · Infra · Security

Friday, 4 September 2026

5 pieces
Saanya Ojha
Hallelujah, It’s Raining ModelsAI · Infra
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent DepthAI · Infra · DevTools
Not Boring · Packy McCormick
Weekly Dose of Optimism #209AI · Infra · Climate
makers + builders · Parul Singh
AGI, unevenly distributedAI · DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & LeverageAI · Infra

Thursday, 3 September 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AIAI · Infra

Wednesday, 2 September 2026

3 pieces
Amir Kabir
Edition 61 | 2026 — The Economics of ReliabilityAI · Infra · Robotics
Entrepreneur First
Portfolio News | Summer 2026Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power ProfileAI · Infra · Data

Sunday, 30 August 2026

2 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (08/28/2026): Weights, Watts, Whodunits, Windfalls & WorkflowsAI · Infra · Enterprise
Investing in AI · Rob May
How To Think About The Negative ROI on AI InvestmentAI · Infra
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