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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

Friday, 25 September 2026

2 pieces
Stratechery
Begun, the Aggregator Wars HaveAI · Marketplace · Retail
Newcomer · Eric Newcomer
Agents Promise to Remake the Web. As Instinct & Muse Take Off, We’ll Begin to See How it Looks.AI · Consumer · Retail

Wednesday, 23 September 2026

1 pieces
Brian Sugar
The Definition of DoneConsumer · Retail

Thursday, 17 September 2026

1 pieces
Collaborative Fund
Why we're investing in Dr. Max'sConsumer · Retail

Tuesday, 15 September 2026

1 pieces
Madrona Ventures
Big Finds, Small Prices: Why We Invested in BuywanderRetail · Marketplace

Friday, 11 September 2026

1 pieces
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? Market · Retail

Thursday, 10 September 2026

2 pieces
A16Z
Investing in HighstockMarketplace · Retail · AI
The Micromobility Newsletter · Team M
The Long Road to America's Drone Delivery NetworkMobility · Supply Chain · Retail

Tuesday, 8 September 2026

3 pieces
Annelies Gamble
Scaling Agentic CommerceBanking · AI · Retail
The Sociology of Business · Ana Andjelic
Six faces of luxuryConsumer · Travel · Retail
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Enshittification of the American HamburgerRetail

Thursday, 3 September 2026

1 pieces
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. AI · Retail · Fintech

Sunday, 30 August 2026

2 pieces
Jessie Harris
Fourth and Long: How Football Season Feeds the Consumer EconomyConsumer · Retail · AgFood
Below the Line by Kevin LaBuz · Kevin LaBuz
#173 – E-commerce Looks Like Itself AgainRetail · AI

Thursday, 27 August 2026

1 pieces
Adrian Radu
Consumer discovery & recommendations are brokenConsumer · Marketplace · Retail

Tuesday, 25 August 2026

1 pieces
The Sociology of Business · Ana Andjelic
The Stone Island TestConsumer · Retail

Friday, 21 August 2026

1 pieces
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their storyRetail · Market

Thursday, 20 August 2026

1 pieces
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.Market · Retail · AI

Monday, 17 August 2026

1 pieces
Lenny's Newsletter
🎙️ How I AI: How a solo founder used Codex and ChatGPT to launch a fashion brand without engineersConsumer · Retail · AI

Friday, 14 August 2026

1 pieces
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by JuneAI · Enterprise · Retail

Thursday, 13 August 2026

1 pieces
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise

Tuesday, 11 August 2026

1 pieces
The Sociology of Business · Ana Andjelic
4 types of brand worldsConsumer · Media · Retail

Sunday, 9 August 2026

2 pieces
Saastr
Atlassian Just Deleted Loom’s Free Creator Seats. They Were Also Loom’s Distribution.Enterprise · Retail
Jessie Harris
Buzzin' on BubblesConsumer · Retail

Friday, 7 August 2026

2 pieces
Greycroft.com
Reflecting On Our Whatnot Investment ThesisMarketplace · Retail
Saastr
5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3xRetail · Fintech

Sunday, 2 August 2026

1 pieces
Jessie Harris
Modern Innovation: How Form Factor Fuels GrowthConsumer · Retail
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