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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

4 pieces
Nikunj Kothari
Deployment GapRobotics · Industrials · Market
Climate Tech VC
🌏 Overheard at NYCW '26 #315Climate · Infra · Market
A16Z
OpenAI Understands Something Important and RareAI · Market
Michael Greeley
Guten Tag, Germany – Alles Gut…Market · Climate · Defense

Sunday, 27 September 2026

6 pieces
Antler
The Path to Series A in GermanyMarket
A Wealth of Common Sense · Ben Carlson
Strange TimesMarket
Saastr
The Irreplaceables. The Employees to Never Let Go. Even If You Have to Invent a Role.HR · Market
Alex Lazarow · Alex Lazarow
What we are backing in healthHealth · Market
Investing in AI · Rob May
Should Investors Be Concerned About The Recent AI Safety Incidents?AI · Market
Earnest Sweat
Commit Early, Commit OftenMarket

Saturday, 26 September 2026

2 pieces
Kyle Harrison
Sailing TailwindsDefense · Market · AI
OpenVC.app
Startup Valuation: What Founders Are Actually Seeing in 2026Market

Friday, 25 September 2026

7 pieces
A Wealth of Common Sense · Ben Carlson
Most Stocks Are LosersMarket
Saastr
Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStrAI · Market
A16Z
How Silicon Valley Knows Its PeopleMarket
Antler
What Your Portfolio Thinks About Disruption Market · AI
Alex Oppenheimer
What’s Next?Market · Enterprise
Antler
The Problem With Putting AI in a Box AI · Market
Antler
Every Founder Study Starts at the End Market

Thursday, 24 September 2026

7 pieces
Euclid Ventures
Venture Is Not an Asset Class, It Is a Handful of ChartsMarket
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
Hunter Walk
I used to respond to every cold email but now AI slop is killing my inboxMarket
A Wealth of Common Sense · Ben Carlson
Can You Be a Boglehead Tech Investor?Market · AI
Antler
The solo signalMarket · AI
David Talpalar
Interest Rates Actually Matter in Venture, TooMarket · Infra · AI
Earnest Sweat
Assigned But Not ReadMarket

Wednesday, 23 September 2026

7 pieces
Nikunj Kothari
The Amplification GapAI · Market
NextView VC
Alpha Lives UpstreamMarket · AI
A16Z
Introducing the a16z Ops Engineering FellowshipAI · Market
A16Z
Should We Send Our Kids to HAA?Edu · Market
Not Boring · Packy McCormick
Would We Send Our Kids to HAA?Edu · Market
Earnest Sweat
The Souls of Seed FolkMarket
Tomasz Tunguz · Tomasz Tunguz
The Most Important Market in AI is the MiddleAI · Infra · Market

Tuesday, 22 September 2026

7 pieces
Earnest Sweat
The Essay TestMarket
USV
Joining USVMarket
USV
Joining USVMarket
Newcomer · Eric Newcomer
Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture CapitalistsMarket
Erik Torenberg
Introducing Horowitz Andreessen AcademyEdu · Market
Thomas Reiner
Tech Dilution is Creeping Up Again + The Per-Employee LensEnterprise · AI · Market
A16Z
Incubating The Horowitz Andreessen AcademyEdu · Market
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