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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

Monday, 28 September 2026

2 pieces
Climate Tech VC
🌏 Overheard at NYCW '26 #315Climate · Infra · Market
Michael Greeley
Guten Tag, Germany – Alles Gut…Market · Climate · Defense

Friday, 25 September 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #212Bio · Materials · Climate

Thursday, 24 September 2026

1 pieces
Making Connections by Jax · Jax Vullinghs
Natural General IntelligenceAI · Climate

Wednesday, 23 September 2026

1 pieces
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash BuildsAI · Climate

Tuesday, 22 September 2026

1 pieces
Selina Wang
The Case for Industrial BatteriesClimate · AI

Monday, 21 September 2026

2 pieces
Lowercarbon
The West’s New Reclamation Project Fits in a Pickup TruckClimate · Industrials · Gov
Climate Tech VC
🌎 See you at New York Climate Week! #314Climate · AI

Friday, 18 September 2026

2 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile IslandAI · Climate
Abe Murray
AlleyCorp Deep Tech | September 2026 NewsletterAI · Climate · Defense

Tuesday, 15 September 2026

1 pieces
Annelies Gamble
When AI Measures What Instruments MissAI · Climate

Monday, 14 September 2026

1 pieces
Climate Tech VC
🌎 LPO's new terms #312Climate · Gov

Thursday, 10 September 2026

1 pieces
Equal Ventures
Weapons of Mass (Capital) Deployment Market · Climate

Tuesday, 8 September 2026

1 pieces
Climate Tech VC
🌎 Back to school #312Climate · Data · Market

Friday, 4 September 2026

2 pieces
My Climate Journey · Jason Jacobs
AI Is Outgrowing the GridClimate · AI · Industrials
Not Boring · Packy McCormick
Weekly Dose of Optimism #209AI · Infra · Climate

Thursday, 3 September 2026

1 pieces
My Climate Journey · Jason Jacobs
Our Investment in LightClimate · Fintech · Built World

Tuesday, 1 September 2026

3 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52Banking · Data · Climate
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid Climate · AI
Matt Brown
Investing in LightClimate · Fintech

Monday, 31 August 2026

1 pieces
Climate Tech VC
🌎 How founders are raising in 2026 #311Climate · Market

Sunday, 30 August 2026

1 pieces
Kevin Stevens
Every Overbuild Ends the Same WayAI · Climate

Friday, 28 August 2026

1 pieces
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!Climate · Market

Thursday, 27 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model FactoryAI · Infra · Climate

Tuesday, 25 August 2026

2 pieces
Saanya Ojha
Not in My Backyard, Not on My GridClimate · AI
Not Boring · Packy McCormick
An American Engineer in ChinaIndustrials · AI · Climate

Monday, 24 August 2026

1 pieces
Climate Tech VC
🌎 Volts meet midterm votes #310Climate · Gov

Sunday, 23 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The AI BullwhipAI · Climate · Defense

Friday, 21 August 2026

3 pieces
Glenn Borok
Data Centers Are Losing a Fight They Should Be WinningClimate · Built World · Supply Chain
A16Z
Charts of the Week: Winds of Thematic ChangeAI · Data · Climate
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.AI · Infra · Climate

Monday, 17 August 2026

2 pieces
Climate Tech VC
🌎 Micro-reactor funding goes macro #309Climate · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Most Important Thing Nobody OwnsClimate

Friday, 14 August 2026

3 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #51Data · Fintech · Climate
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures MarketAI · Climate
Not Boring · Packy McCormick
Weekly Dose of Optimism #206Defense · Robotics · Climate

Thursday, 13 August 2026

2 pieces
Lowercarbon
Kerosene’s Last RideMobility · Climate
David Talpalar
The Big Data Center DebateAI · Climate

Wednesday, 12 August 2026

1 pieces
Not Boring · Packy McCormick
Base Power Company: Chapter 3Climate · Industrials

Tuesday, 11 August 2026

1 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.Climate · AI
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