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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
Nikunj Kothari
Deployment GapRobotics · Industrials · Market

Monday, 21 September 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
Agility Robotics: Inside the First US Humanoid Company to Go PublicRobotics · Industrials · AI

Friday, 18 September 2026

1 pieces
99% Derisible · Yoni Rechtman
Safetymogging and marginmaxxing the accelecels AI · Infra · Robotics

Wednesday, 16 September 2026

1 pieces
Bilal Zuberi
When Physical Work Becomes ProgrammableRobotics · Industrials · Supply Chain

Thursday, 10 September 2026

1 pieces
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 QuestionRobotics · Industrials · AI

Wednesday, 9 September 2026

1 pieces
Medha Agarwal
From Models to Machines: The Physical AI Market MapAI · Robotics · Industrials

Tuesday, 8 September 2026

2 pieces
Greylock News
Introducing Antioch: The Simulation Platform for Physical AIAI · Robotics
Radical VC
A World Model for Spatial IntelligenceAI · Infra · Robotics

Friday, 4 September 2026

1 pieces
Selina Wang
The Robotics Demo to Production GapRobotics · Industrials

Wednesday, 2 September 2026

1 pieces
Amir Kabir
Edition 61 | 2026 — The Economics of ReliabilityAI · Infra · Robotics

Tuesday, 1 September 2026

1 pieces
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”Robotics · AI

Monday, 31 August 2026

1 pieces
Tanay Jaipuria · Tanay Jaipuria
How Matic got robots into 10,000 homesRobotics · Industrials

Friday, 28 August 2026

1 pieces
Making Connections by Jax · Jax Vullinghs
Unleashing CreativityAI · Robotics

Thursday, 27 August 2026

1 pieces
Extantia Capital
Putting humanoids to work on Europe’s factory floorsRobotics · Industrials · Market

Wednesday, 26 August 2026

2 pieces
Emergence Capital
The robots are ready. Are the assemblers?Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an ActionInsurance · AI · Robotics

Tuesday, 25 August 2026

1 pieces
Obvious
10 Emerging Robotics Infrastructure ThemesRobotics · AI · DevTools

Monday, 24 August 2026

3 pieces
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical WorldRobotics · AI
Radical VC
World Models in RoboticsRobotics · AI
Antler
SynthiumAI · Robotics

Sunday, 23 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
Bitcoin’s Best Week Since 2024Crypto · Robotics · Industrials

Saturday, 22 August 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #512AI · Robotics

Friday, 21 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #207Bio · AI · Robotics

Monday, 17 August 2026

1 pieces
Pear
Our investment in Gravis RoboticsRobotics · Industrials · Built World

Friday, 14 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #206Defense · Robotics · Climate

Sunday, 9 August 2026

1 pieces
Investing in AI · Rob May
World Models And The Companies That May Win This New SpaceAI · Infra · Robotics

Wednesday, 5 August 2026

1 pieces
Cathay
The Pragmatic Robotics BoomRobotics · Industrials

Tuesday, 4 August 2026

1 pieces
Jamesin · Jamesin Seidel
Some things I've been thinking about - Fintech · AI · Robotics

Monday, 3 August 2026

2 pieces
Tanay Jaipuria · Tanay Jaipuria
The Simulation Stack in RoboticsRobotics · AI
Abe Murray
AlleyCorp Deep Tech | July 2026 NewsletterMarket · Defense · Robotics

Sunday, 2 August 2026

1 pieces
Radical VC
A Functional Taxonomy of World ModelsAI · Infra · Robotics
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