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THU 01 OCT 2026 · 96 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 TechRoboticsBanking & Capital MarketsManufacturing & IndustrialsCybersecuritySemiconductors

Tuesday, 29 September 2026

2 pieces
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 DaysSemis · MarTech · AI
Breadcrumb VC
Local AI Models: The Catalyst for the Great ResetAI · Infra · Semis

Thursday, 24 September 2026

1 pieces
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same YearSemis · Infra

Friday, 18 September 2026

1 pieces
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, 10 September 2026

1 pieces
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum worldAI · Crypto · Semis

Monday, 7 September 2026

1 pieces
Akash Bajwa
Does Concentration Risk Matter In AI?AI · Semis · Infra

Sunday, 6 September 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M AI · Semis · Mobility

Thursday, 3 September 2026

1 pieces
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?AI · Semis

Wednesday, 2 September 2026

1 pieces
A16Z
Apex: The Spacecraft Platform CompanyDefense · Semis

Monday, 31 August 2026

1 pieces
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.Enterprise · Semis

Friday, 28 August 2026

1 pieces
A16Z
The Machine Age FundAI · Infra · Semis

Thursday, 27 August 2026

1 pieces
Saanya Ojha
Nvidia vs. PhysicsAI · Infra · Semis

Wednesday, 26 August 2026

4 pieces
Saanya Ojha
Who Let the Ox Out?AI · Infra · Semis
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?AI · Semis · Industrials
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b QuarterSemis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b QuarterSemis · AI

Sunday, 23 August 2026

1 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at StanfordAI · Infra · Semis

Wednesday, 19 August 2026

1 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis

Tuesday, 11 August 2026

1 pieces
Saanya Ojha
The AI Revolution will be SecuritizedAI · Semis

Sunday, 9 August 2026

1 pieces
Saastr
Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?Enterprise · Semis

Saturday, 8 August 2026

1 pieces
Kyle Harrison
We Made Bell Labs IllegalMarket · Climate · Semis

Friday, 7 August 2026

3 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, MayfieldAI · Infra · Semis
Memory Leak
Optical Interconnect — A PrimerAI · Semis
Not Boring · Packy McCormick
Weekly Dose of Optimism #205Climate · AI · Semis

Tuesday, 4 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' ParadoxAI · Infra · Semis

Sunday, 2 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory TradeSemis · AI · Market

Saturday, 1 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Why I Love the Stock MarketSemis · AI
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