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SUN 20 SEPT 2026 · 97 new pieces this week

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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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Saturday, 19 September 2026

1 pieces
A16Z Crypto
Banks don’t need closed blockchains. So why do they keep choosing them?Crypto · Banking

Friday, 18 September 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
5% Bond YieldsBanking · Market
Sammy Abdullah
Negotiating the Investment Banker Engagement LetterBanking · Market

Thursday, 17 September 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How to Talk To Your Clients About Ray DalioBanking

Wednesday, 16 September 2026

1 pieces
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & ComplianceFintech · Banking

Monday, 14 September 2026

1 pieces
Radical VC
What AI Has to Understand Before It Can Beat the MarketAI · Fintech · Banking

Friday, 11 September 2026

1 pieces
Net Interest · Marc Rubinstein
The Five Deals That Made ApolloBanking · Insurance

Tuesday, 8 September 2026

1 pieces
Annelies Gamble
Scaling Agentic CommerceBanking · AI · Retail

Friday, 4 September 2026

2 pieces
Net Interest · Marc Rubinstein
Hot European SummerBanking · Market
Saastr
Goodnight & Goodbye, SVBBanking · Market

Thursday, 3 September 2026

1 pieces
A16Z Crypto
When throughput is not enough: What financial markets need from blockchainsCrypto · Banking · Fintech

Tuesday, 1 September 2026

2 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52Banking · Data · Climate
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking AboutAI · Banking · Market

Monday, 31 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Cash Was Easy…Now What?Banking

Friday, 28 August 2026

2 pieces
A Wealth of Common Sense · Ben Carlson
My Most Contrarian Opinion Right NowBanking
Net Interest · Marc Rubinstein
Untangling GuggenheimInsurance · Banking

Monday, 24 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to AlternativesFintech · Banking

Sunday, 23 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
The Most Hated Asset Class in the WorldBanking

Friday, 21 August 2026

1 pieces
Net Interest · Marc Rubinstein
Great ScottBanking

Tuesday, 11 August 2026

1 pieces
F Prime
Is Bloomberg the Bloomberg of Private Markets?Banking · Fintech · Data

Monday, 10 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Momentum Investing WorksBanking

Monday, 3 August 2026

2 pieces
Pear
Maximum: Investing in Randy Fernando, againFintech · Banking
Net Interest · Marc Rubinstein
Leopold’s FallBanking · Market

Saturday, 1 August 2026

1 pieces
A16Z Crypto
Marc Andreessen & Chris Dixon: Why America needs CLARITYCrypto · Banking · Fintech
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