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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

1 pieces
Stratechery
Apps, Agents, and AggregationAI · Enterprise · MarTech

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

Saturday, 26 September 2026

2 pieces
Saastr
Everyone Should Publish the Deepest, Most Direct Competitive Evals They Can. Case Study: $100m ARR Gorgias for AI CXEnterprise · AI
Stage 2
Two Priorities at a Time: How GitHub's Sales Dev Leader FocusesEnterprise · MarTech

Friday, 25 September 2026

5 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Rise Of The Neo Neo LabAI · Enterprise
Sammy Abdullah
Public SaaS Continues to Perform with NDR of 110%Enterprise
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
Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction LayerAI · Enterprise
Alex Oppenheimer
What’s Next?Market · Enterprise

Thursday, 24 September 2026

4 pieces
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer LondonEnterprise · Fintech · HR
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
Sammy Abdullah
Q2 SaaS Metrics Continue Showing Good PerformanceEnterprise
Amir Kabir
Edition 64 | 2026 — When Software Needs a Credit RatingAI · Security · Enterprise

Tuesday, 22 September 2026

2 pieces
Saastr
Being a System of Record Helps With Retention. But Alone, It Won’t Equal GrowthEnterprise · AI
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee LensEnterprise · AI · Market

Monday, 21 September 2026

4 pieces
Guru Chahal
The Automation ParadoxAI · Enterprise · DevTools
Sammy Abdullah
AI Fueled Software’s Best Quarter in YearsEnterprise · AI · Data
Saastr
The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.Enterprise · Market
Tomasz Tunguz · Tomasz Tunguz
AI Comes for the If StatementAI · Infra · Enterprise

Sunday, 20 September 2026

3 pieces
Guru Chahal
What a European CIO Is Planning for in the AI EraEnterprise · AI
Kyle Harrison
The Mega-Million Dollar CustomerEnterprise · AI
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

Saturday, 19 September 2026

1 pieces
Sajith Pai
Skateboarding, TOFU, Love, CurrenciesMarket · AI · Enterprise

Friday, 18 September 2026

3 pieces
Euclid Ventures
What Veeva Can Teach Vertical AIAI · Enterprise
Stratechery
DoomforceAI · Enterprise · Gov
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per EmployeeAI · Enterprise · Semis

Thursday, 17 September 2026

3 pieces
Making Connections by Jax · Jax Vullinghs
Own the Harness, Rent the ModelAI · Enterprise
Saastr
5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price DropEnterprise · Market
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin OpportunityAI · Enterprise · Fintech

Wednesday, 16 September 2026

1 pieces
Insight Partners
How the context layer creates enterprise ROIEnterprise · AI

Tuesday, 15 September 2026

6 pieces
Meritech
Meritech Software Pulse | 11-September-2026Enterprise · AI
USV
Product in the Agentic AgeAI · Enterprise
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AIEnterprise · AI · Market
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS MadeAI · Enterprise
Tomasz Tunguz · Tomasz Tunguz
When Inbound Sells ItselfEnterprise · AI

Monday, 14 September 2026

2 pieces
Saastr
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. YetAI · Enterprise
Akash Bajwa
Agent Traffic: Infrastructure & Security Software SignalsAI · Infra · Enterprise

Sunday, 13 September 2026

2 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make SenseAI · Enterprise · Fintech
Saastr
SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not ContactsMarTech · Enterprise
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