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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

Tuesday, 18 August 2026

10 pieces
A Wealth of Common Sense · Ben Carlson
Getting Ahead Has Never Been EasyMarket
Continuations · Albert Wenger
Signing the Statement on SuperintelligenceAI · Market
OpenVC.app
How to Build an Investor Pipeline for Startup FundraisingMarket
Adrian Radu
The “Permission Gap” opportunity for startupsMarket
Lenny's Newsletter
Announcing Lenny’s Jobs: The best place in the world to find, vet, and land your dream jobMarket
Harlem Capital
The Anti-Portfolio: What Missing a $2 Billion Deal Teaches You About Winning the Next OneMarket
Harlem Capital
Why the Best VC Deals Start Outside the OfficeMarket
On My Mind · Michael Dempsey
Dear VCs, Just Give UpMarket
Deconstructor of Fun
The Man Behind Most Gaming DealsGaming · Market
Glasswing VC
Glasswing named one of America’s Top Venture Capital Firms of 2026 by TIME and StatistaMarket

Monday, 17 August 2026

7 pieces
Carried Away
The Rebuild, Part II: Outside the WallsMarket · AI
Carried Away
The Rebuild, Part I: A Museum of ItselfMarket
Continuations · Albert Wenger
Philosophy Mondays: Human Nature and Multiscale AnalysisMarket
Deconstructor of Fun
The Man Who Advises on Gaming’s Biggest DealsGaming · Market
Jared Heyman
On Rebel Theorem 5.0Market
Alex Lazarow · Alex Lazarow
Competition is for losers - the AI editionFintech · Market
A Wealth of Common Sense · Ben Carlson
Now THIS is a Bull MarketMarket

Sunday, 16 August 2026

1 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic PerspectiveFintech · AI · Market

Saturday, 15 August 2026

4 pieces
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and moreMarket
Kyle Harrison
The Unfalsifiable EconomyMarket
Stage 2
Do You Need a GTM Engineer? Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511AI · Infra · Market

Friday, 14 August 2026

6 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?Market
David Teten
Event Notes: The VC’s Guide to Using AI for Generating AlphaMarket · AI
Michelle Volz · Michelle Volz
To be or to doMarket
99% Derisible · Yoni Rechtman
What capital wantsMarket
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture InvestorMarket · AI
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup InvestmentsMarket · AI

Thursday, 13 August 2026

5 pieces
Making Connections by Jax · Jax Vullinghs
Enjoy the RideMarket · AI
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most ExpensiveBuilt World · Market
Earnest Sweat
The Longest Punt in HistoryMarket
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the MainstreamAI · Market
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech

Wednesday, 12 August 2026

5 pieces
Correlation Ventures
Super Unicorns. The Only Path to Riches in U.S. Venture?Market
Sammy Abdullah
Land a ‘Buffalo’ to Establish a New MarketMarket
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Depressed Day TradersMarket
Melody Koh · Melody Koh, Partner @ NextView
Consensus by ConstructionMarket · AI

Tuesday, 11 August 2026

2 pieces
Venture Upward · David Beisel
The Blue NoteMarket
Newcomer · Eric Newcomer
Kirsten Green, Katie Haun & the CEO of Sapiom Join the Machine Earning AI Summit AI · Market
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