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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…
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Thursday, 24 September 2026

1 pieces
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit RatingAI · Security · Enterprise

Wednesday, 16 September 2026

1 pieces
Amir Kabir
Edition 63 | 2026 — Risk Budgets for MachinesAI · Security

Saturday, 12 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #515AI · Security · Market

Friday, 11 September 2026

1 pieces
Newcomer · Eric Newcomer
For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk AI · Security

Thursday, 10 September 2026

1 pieces
Greylock News
Rogue Agents: Deciphering Agent IntentAI · Security · Enterprise

Wednesday, 9 September 2026

1 pieces
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AIAI · Security · Insurance

Tuesday, 8 September 2026

2 pieces
Lightspeed Venture Partners · Ravi Mhatre, Guru Chahal
Our Investment in CylakeSecurity
Sapphire Ventures
AI (In)SecuritySecurity · AI

Saturday, 5 September 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #514AI · Infra · Security

Friday, 4 September 2026

1 pieces
A16Z
Charts of the Week: Experience > SkillsAI · Security · Media

Tuesday, 1 September 2026

1 pieces
Saanya Ojha
PHASEONE[big] and the SwarmAI · Security

Sunday, 30 August 2026

1 pieces
Steven Sinofsky
242. Armageddon by Anthropomorphism: On Security and the FrontierAI · Security

Wednesday, 26 August 2026

1 pieces
A16Z
Faking a brand is easy. Making it stop is hard.Security · MarTech

Monday, 24 August 2026

1 pieces
Stratechery
Autonomy and InnovationAI · Security · Market

Thursday, 20 August 2026

1 pieces
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part IIAI · Insurance · Security

Wednesday, 12 August 2026

1 pieces
Amir Kabir
Edition 58 | 2026 — The Machine Risk Economy: Part IAI · Security · Insurance

Tuesday, 11 August 2026

2 pieces
Saastr
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the StockSecurity · AI
Craft Ventures
Triple Down with Horizon3: The Autonomous Security Platform for the “AI vs AI” eraSecurity

Monday, 10 August 2026

2 pieces
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI
Sequoia
Partnering with Corma: Closing the Defensive Cybersecurity GapSecurity · AI

Saturday, 8 August 2026

2 pieces
Guru Chahal
OpenAI HuggingFace attack: A Watershed Moment for Cybersecurity!Security · AI
Ed Sim
What’s 🔥 in AI/Infra/VC #510AI · Security · Infra

Friday, 7 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Secret Chat RoomAI · Security

Thursday, 6 August 2026

1 pieces
Amir Kabir
Edition 57 | 2026 — Why Trust Doesn't Scale AutomaticallyAI · Security

Monday, 3 August 2026

2 pieces
Craft Ventures
Building a Cyber GTM Machine: A Guide for Founders Heading Into a Growth RoundSecurity
Acrew Capital
Investing in Horizon3: hacking the enterprise before the attackers doSecurity · AI

Sunday, 2 August 2026

1 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (07/31/2026): Sandboxes, Switchboards & SpendAI · Infra · Security

Saturday, 1 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #509Security · AI · Infra
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