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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

Friday, 28 August 2026

3 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a momentAI · Infra · DevTools
Newcomer · Eric Newcomer
Nvidia Is Carrying the AI Economy. Is That a Problem? AI · Infra · Enterprise
A16Z
The Machine Age FundAI · Infra · Semis

Thursday, 27 August 2026

4 pieces
Saanya Ojha
Nvidia vs. PhysicsAI · Infra · Semis
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
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

Wednesday, 26 August 2026

1 pieces
Saanya Ojha
Who Let the Ox Out?AI · Infra · Semis

Tuesday, 25 August 2026

1 pieces
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon AgentsAI · Infra

Monday, 24 August 2026

1 pieces
Saanya Ojha
Default to OpenAI · Infra

Sunday, 23 August 2026

2 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at StanfordAI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
The AI BullwhipAI · Infra · Industrials

Friday, 21 August 2026

3 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The MoatAI · Infra · Data
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

Wednesday, 19 August 2026

3 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis
A16Z
OpenRouter & Stripe: The Intelligence NetworkAI · Infra
Investing in AI · Rob May
My Brief Interview With Paddy Srinivasan, CEO of DigitalOcean, On Their AI GrowthAI · Infra · DevTools

Tuesday, 18 August 2026

2 pieces
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.Enterprise · AI · Infra
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.AI · Infra · DevTools

Monday, 17 August 2026

3 pieces
Radical VC
Teaching AI to Ask the Right QuestionsAI · Infra
Saanya Ojha
Smarter by the Day, Cheaper by the MinuteAI · Infra
Tomasz Tunguz · Tomasz Tunguz
When Models LearnAI · Infra

Sunday, 16 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI CostsAI · Infra · DevTools

Saturday, 15 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #511AI · Infra · Market

Friday, 14 August 2026

3 pieces
Radical VC
Applying RSI to the Organization, Not Just the ModelAI · Infra
A16Z
Charts of the Week: Head In The NeocloudsAI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise

Thursday, 13 August 2026

2 pieces
Madrona Ventures
Is AI a Bubble? What PitchBook’s EVP of Research Sees in the DataAI · Infra
Tomasz Tunguz · Tomasz Tunguz
The OpenAI Hack & the Question of IntentAI · Infra

Sunday, 9 August 2026

3 pieces
Radical VC
Radical Reads: Jeff Dean on Launching Discovery LoopAI · Infra
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion LeaseAI · Infra · Climate
Investing in AI · Rob May
World Models And The Companies That May Win This New SpaceAI · Infra · Robotics

Saturday, 8 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #510AI · Security · Infra

Friday, 7 August 2026

2 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, MayfieldAI · Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom TokensAI · Infra · DevTools

Wednesday, 5 August 2026

3 pieces
Radical VC
Our Investment in Discovery LoopAI · Infra
Radical VC
Our Investment in Discovery LoopAI · Infra · Bio
Tomasz Tunguz · Tomasz Tunguz
Spending Like a HyperscalerAI · Infra · Market

Tuesday, 4 August 2026

1 pieces
A16Z
Investing in VoltaAI · Infra · Travel
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