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TUE 29 SEPT 2026 · 91 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

Friday, 25 September 2026

2 pieces
Deciens
Deciens Connect 2026: Field NotesFintech · Banking · AI
Net Interest · Marc Rubinstein
The Agents RevoltAI · Fintech · Insurance

Thursday, 24 September 2026

3 pieces
Turner Novak
🎧🍌 The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer LondonEnterprise · Fintech · HR
Antler
Why Antler Invested in HIFI's $37M Series AFintech · Crypto
Multicoin Capital
DeFi 2.0Crypto · Banking · Fintech

Wednesday, 23 September 2026

2 pieces
A16Z Crypto
The rise of the $100-billion RWA perp marketCrypto · Fintech
Conor Witt · Conor Witt
The Data Tapes Edition #53Banking · Fintech · Data

Thursday, 17 September 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Harness Margin OpportunityAI · Enterprise · Fintech

Wednesday, 16 September 2026

1 pieces
Newcomer · Eric Newcomer
MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & ComplianceFintech · Banking

Tuesday, 15 September 2026

2 pieces
Abraham Thomas
My Next AdventureFintech · AI
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwichFintech · Crypto

Monday, 14 September 2026

2 pieces
Radical VC
What AI Has to Understand Before It Can Beat the MarketAI · Fintech · Banking
A Wealth of Common Sense · Ben Carlson
People Hate Paying Taxes More Than They Like Making MoneyFintech

Sunday, 13 September 2026

1 pieces
Investing in AI · Rob May
The Owning Phase of AI Part 2: When Do The Economics Make SenseAI · Enterprise · Fintech

Wednesday, 9 September 2026

1 pieces
Fintech Ruminations
Faster rails, same old rulesFintech · Crypto

Thursday, 3 September 2026

3 pieces
My Climate Journey · Jason Jacobs
Our Investment in LightClimate · Fintech · Built World
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. AI · Retail · Fintech
A16Z Crypto
When throughput is not enough: What financial markets need from blockchainsCrypto · Banking · Fintech

Tuesday, 1 September 2026

2 pieces
Matt Brown
Investing in LightClimate · Fintech
Meritech
Meritech Software Pulse | 28-August-2026Enterprise · Data · Fintech

Sunday, 30 August 2026

1 pieces
A16Z Crypto
In Argentina, buying crypto means buying dollarsCrypto · Fintech

Friday, 28 August 2026

2 pieces
Sammy Abdullah
Increases in ACV are not freeEnterprise · Fintech
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Will California Go Broke?Gov · Market · Fintech

Thursday, 27 August 2026

1 pieces
Glasswing VC
AI Atlas: Mamba-3: Advancing Architecture, While Reducing CostAI · Infra · Fintech

Wednesday, 26 August 2026

1 pieces
Fintech Ruminations
The local leg: solving local liquidity in the stablecoin sandwichFintech · Crypto

Monday, 24 August 2026

2 pieces
Turner Novak
🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of FigureFintech · Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Alternative to AlternativesFintech · Banking

Friday, 21 August 2026

1 pieces
Deciens
Epistula #15: The Risks We ChooseMarket · Fintech

Thursday, 20 August 2026

1 pieces
First Round Review
Firsthand: How I Built a Brand with Heart at LovableAI · DevTools · Fintech

Wednesday, 19 August 2026

2 pieces
Saanya Ojha
The Hunt for Human ExhaustAI · Data · Fintech
Euclid Ventures
$100M, Zero Churn, All ChannelFintech · Market

Tuesday, 18 August 2026

1 pieces
Earnest Sweat
The Barrel Gets a PriceAI · Data · Fintech

Monday, 17 August 2026

1 pieces
Alex Lazarow · Alex Lazarow
Competition is for losers - the AI editionFintech · Market

Sunday, 16 August 2026

1 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic PerspectiveFintech · AI · Market

Friday, 14 August 2026

1 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #51Data · Fintech · Climate

Thursday, 13 August 2026

1 pieces
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech

Wednesday, 12 August 2026

1 pieces
A16Z
What It Takes to Get PaidEnterprise · Fintech · Data

Tuesday, 11 August 2026

2 pieces
Abraham Thomas
Looks, Brains, and MoneyFintech · Data
F Prime
Is Bloomberg the Bloomberg of Private Markets?Banking · Fintech · Data

Saturday, 8 August 2026

1 pieces
A16Z Crypto
Crypto cards hit $759 million a monthCrypto · Fintech
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