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…

Wednesday, 19 August 2026

2 pieces
Tomasz Tunguz · Tomasz Tunguz
Previously UnmanufacturableAI · DevTools
Tomasz Tunguz · Tomasz Tunguz
Previously UnmanufacturableAI · Enterprise · DevTools

Tuesday, 18 August 2026

2 pieces
Tomasz Tunguz · Tomasz Tunguz
Birds Don't Fly Like Planes. Neither Does AI.AI · Infra · DevTools

Monday, 17 August 2026

3 pieces
Acrew Capital
Why We Backed Wispr: The Interface That Finally ListensDevTools · Enterprise · AI
Turner Novak
🎧🍌 Rebuilding for the AI Era | Shensi Ding, MergeAI · DevTools · Enterprise

Sunday, 16 August 2026

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

Friday, 14 August 2026

1 pieces

Thursday, 13 August 2026

2 pieces
Antler
AinaAI · DevTools · Consumer

Wednesday, 12 August 2026

1 pieces

Sunday, 9 August 2026

1 pieces

Friday, 7 August 2026

2 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Every Sector Will Have a ‘Claude Code Moment'AI · DevTools
Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom TokensAI · Infra · DevTools

Thursday, 6 August 2026

2 pieces

Wednesday, 5 August 2026

1 pieces

Tuesday, 4 August 2026

1 pieces
Insight Partners
Behind the investment: ConvexAI · DevTools · Enterprise

Sunday, 2 August 2026

1 pieces
Kenneth Auchenberg
Why platform Dashboard UIs end up as tragedy of the commonsEnterprise · DevTools · AI
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