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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

Tuesday, 15 September 2026

5 pieces
Saastr
What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?Enterprise · Market
Sammy Abdullah
39 SaaS CEO’s on what they’re seeing with AIEnterprise · AI · Market
Carried Away
Alpha Lives UpstreamMarket
Lenny's Newsletter
60+ new creative growth ideasMarTech · Market
Investing in AI · Rob May
Investing in AI The Book, Is Live. Here Is Your Free CopyMarket

Monday, 14 September 2026

6 pieces
USV
Sticking Around @ USVMarket
USV
Sticking Around @ USVMarket
Sammy Abdullah
Startup Knowledge from the Internet PioneersMarket
A16Z
Product Management is Still All About Telling StoriesAI · Market
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Why Aren’t There More IPOs?Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Just Stop the Anthropic IPO AlreadyAI · Market

Sunday, 13 September 2026

3 pieces
Michael Greeley
Post Office: Handle with Care…Gov · Market
Hunter Walk
AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”AI · Market
Kyle Harrison
How I WriteMarket

Saturday, 12 September 2026

3 pieces
Saastr
Is the Era of the Sales-Guy CEO … Over in B2B?AI · Enterprise · Market
Ed Sim
What’s 🔥 in AI/Infra/VC #515AI · Security · Market
Venture Prose
Two pilots in a planeMarket

Friday, 11 September 2026

10 pieces
Chamath Palihapitiya · Chamath Palihapitiya
We’ve moved.Market
A Wealth of Common Sense · Ben Carlson
Millionaires EverywhereMarket
Crucible Capital
The Era of Compounding CapitalMarket
Simon Wu
The So-Called M&A Recovery Is a Handful of CompaniesAI · Enterprise · Market
99% Derisible · Yoni Rechtman
Be dumb. Waste Money. Win.Market
BIG by Matt Stoller · Matt Stoller
Is Artificial Intelligence Going to Kill Us All?AI · Market
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t MagicalMarket · Enterprise
A16Z
Catching the (Venture) BusMarket · AI
Ian's Blog: Nominal Returns · Ian Gutterman
My September 11th ExperienceInsurance · Market
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? Market · Retail

Thursday, 10 September 2026

9 pieces
Nikunj Kothari
Divorced from realityAI · Market
Equal Ventures
Weapons of Mass (Capital) Deployment Market · Climate
A Wealth of Common Sense · Ben Carlson
A Short History of Trend-Following and MomentumMarket
Newcomer · Eric Newcomer
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound VenturesMarket
Saanya Ojha
Race You to the ApocalypseAI · Infra · Market
Jared Heyman
On why to ignore TechCrunch at YC Demo DayMarket
Harlem Capital
🎓 Harlem Capital Intern Yearbook: September 2026Market
Not Boring · Packy McCormick
An Ode to Counter-PositioningAI · Market
Earnest Sweat
The Unmarked RunMarket

Wednesday, 9 September 2026

4 pieces
Antler
European Founder Report 2026: A Tale of Two TiersMarket · AI
Fabrice Grinda
Population Decline Is Real. So Is the Reversal.Market
Kevin Stevens
Weekend SoftwareAI · Enterprise · Market
Saastr
What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”Market · AI
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