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WED 30 SEPT 2026 · 84 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

Wednesday, 26 August 2026

1 pieces
BIG by Matt Stoller · Matt Stoller
Why Political Moderates Are LosingGov · Market

Tuesday, 25 August 2026

7 pieces
David Teten
The Republic Is Your Largest Unhedged PositionMarket
Euclid Ventures
The Verticalist Summit Is BackMarket
A Wealth of Common Sense · Ben Carlson
How Will This Cycle End?Market
Carried Away
No Guitars on This TrackMarket
Equal Ventures
“With a little help from my friends” – Announcing the EMC Selection CommitteeMarket
Adrian Radu
Tech IPO PerformanceMarket
Jamesin · Jamesin Seidel
Analysis of NeoLab RaisesAI · Market

Monday, 24 August 2026

9 pieces
David Teten
Launching a philanthropic co-investment vehicle to back a healthier democratic republicMarket
Continuations · Albert Wenger
Universal Moral Core Principle 2AI · Market
NextView VC
Consensus by ConstructionMarket
NextView VC
Some Assembly RequiredMarket
Turner Novak
🎧🍌 Brex’s 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of FigureFintech · Market
Sammy Abdullah
What Big Funds look for in a CEOMarket
Stratechery
Autonomy and InnovationAI · Security · Market
Deconstructor of Fun
6 Brutal Lessons From First 100 Days As CEOGaming · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Living in an Age of Cheating Means Having Your Time Stolen ConstantlyMarket

Sunday, 23 August 2026

2 pieces
OpenVC.app
The 23 Types of Startup Investors & How to Approach EachMarket
OpenVC.app
Why Health Startups Need Their Own Residency ProgramHealth · Market

Saturday, 22 August 2026

3 pieces
Lenny's Newsletter
🧠 Community Wisdom: Favorite Lenny’s Product Pass tools, how AI is reshaping hiring, what to prioritize when you join a new company, and moreMarket
Kyle Harrison
Getting In The Right RoomsMarket
A16Z Crypto
The habits of AI writing, and what to do about themMarket

Friday, 21 August 2026

7 pieces
Deciens
Epistula #15: The Risks We ChooseMarket · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a SuccessMarket
On My Mind · Michael Dempsey
The Forest is Always DarkMarket
99% Derisible · Yoni Rechtman
Our 2Q letter to LPsAI · Market
Continuations · Albert Wenger
Slowing Down the Race to SuperintelligenceAI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund ModelAI · Market
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their storyRetail · Market

Thursday, 20 August 2026

6 pieces
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agendaAI · Market
Earnest Sweat
Everyone Shoots Threes NowAI · Market
A Wealth of Common Sense · Ben Carlson
Why the Stock Market Has to CrashMarket
Sammy Abdullah
Software Multiples Are Up, And Staying UpEnterprise · Market
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
A16Z
Rise of the Borderless FounderMarket

Wednesday, 19 August 2026

4 pieces
Automatter
The Rise and Fall of the Venture SyndicateMarket
A16Z
Meet the a16z Talent Engineer FellowsHR · Market · AI
Euclid Ventures
$100M, Zero Churn, All ChannelFintech · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Bear Case on AIMarket

Tuesday, 18 August 2026

1 pieces
Saanya Ojha
Damned If You Diffuse, Damned If You Don’tAI · Market
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