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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
Sierra Ventures
From a Billion Users to the AI Frontier: A Conversation with Instagram Co-Founder and Anthropic Labs’ Mike KriegerAI · DevTools

Sunday, 27 September 2026

1 pieces
Saastr
SaaStr AI App of the Week: Larridin. The Median Engineer Now Bills $213 a Week in AI Coding Tokens. Larridin Tells You What It Bought.Enterprise · DevTools

Friday, 25 September 2026

1 pieces
Saastr
5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin CostEnterprise · DevTools

Thursday, 24 September 2026

2 pieces
Saastr
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than HumanAI · Enterprise · DevTools
Tomasz Tunguz · Tomasz Tunguz
Thinking in Systems, Shipping in LoopsAI · DevTools

Tuesday, 22 September 2026

2 pieces
Lenny's Newsletter
Opus 5.5 vs. GPT-6 Sol: which model won my blind taste test?AI · DevTools
Lenny's Newsletter
Advanced evals: How to find (and fix) hidden AI failures in your productAI · DevTools

Monday, 21 September 2026

3 pieces
Guru Chahal
The Automation ParadoxAI · Enterprise · DevTools
Lenny's Newsletter
🎙️ How I AI: Meta’s Muse review + How Warp ships 2,000 PRs a month with AI factories AI · DevTools
Lenny's Newsletter
How Warp ships 2,000 PRs a month with AI factories | Zach Lloyd (CEO, Warp)DevTools · AI

Sunday, 20 September 2026

1 pieces
Saastr
20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B MarkAI · Enterprise · DevTools

Tuesday, 15 September 2026

1 pieces
Ben Yoskovitz
AI Built the Product. It Didn’t Launch It.DevTools · Data

Monday, 14 September 2026

2 pieces
Lenny's Newsletter
🎙️ How I AI: How two SpaceXAI designers use Grok Bot to do their jobsAI · DevTools
Lenny's Newsletter
How Grok Bot designers use AI agents to build personal sites and product prototypes | John Bai & Peng ZhengAI · DevTools

Thursday, 10 September 2026

1 pieces
Kenneth Auchenberg
The end of human abstractionAI · DevTools · Enterprise

Wednesday, 9 September 2026

2 pieces
A16Z
Investing in CognitionAI · DevTools
Sammy Abdullah
Q2 2026 SaaS Earnings: The Best Quarter in YearsEnterprise · DevTools · Data

Tuesday, 8 September 2026

1 pieces
Jump Capital · Yelena Shkolnik
The Center Cannot HoldAI · Enterprise · DevTools

Friday, 4 September 2026

4 pieces
Saastr
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7BAI · Enterprise · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 9.4.26 - Recurrent DepthAI · Infra · DevTools
Feld Thoughts · Brad Feld
Overwatch: One Home Automation Dashboard to Rule Them AllAI · DevTools · Built World
makers + builders · Parul Singh
AGI, unevenly distributedAI · DevTools · Infra

Thursday, 3 September 2026

1 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve builtAI · DevTools

Wednesday, 2 September 2026

1 pieces
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stackAI · DevTools · Enterprise

Tuesday, 1 September 2026

1 pieces
Lenny's Newsletter
How to turn your AI into a world-class designerAI · DevTools · MarTech

Monday, 31 August 2026

1 pieces
Lenny's Newsletter
🎙️ How I AI: How this PM uses Claude to handle 70% to 80% of his workdayAI · Enterprise · DevTools

Sunday, 30 August 2026

1 pieces
Lenny's Newsletter
AI’s third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)AI · Enterprise · DevTools

Friday, 28 August 2026

2 pieces
Janelle Teng
AI/Data infra + dev tools M&A is having a momentAI · Infra · DevTools
Building Rome(s) · Aadil Maan
Road to Staff+ TPM: Estimating Work In An AI World (Guest Post)Enterprise · DevTools · AI

Tuesday, 25 August 2026

2 pieces
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changingAI · DevTools · Enterprise
Obvious
10 Emerging Robotics Infrastructure ThemesRobotics · AI · DevTools

Monday, 24 August 2026

4 pieces
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month AI · DevTools
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)Enterprise · DevTools · AI
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?AI · DevTools

Thursday, 20 August 2026

2 pieces
Next Big Thing · Nikhil Basu Trivedi
SkydiveAI · DevTools
First Round Review
Firsthand: How I Built a Brand with Heart at LovableAI · DevTools · Fintech

Wednesday, 19 August 2026

3 pieces
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock PopEnterprise · DevTools
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
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