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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, 11 August 2026

5 pieces
A Wealth of Common Sense · Ben Carlson
Rich Man, Poor ManMarket
Better Tomorrow Ventures
2Q26 NewsletterMarket
Victor Gutwein · Victor Gutwein
2026 Best of the Midwest: Startup City RankingsMarket
Lenny's Newsletter
How to make people care about your startupMarket
Venture Unlocked · Samir Kaji
From the early days of Facebook and learning from Zuck to building a $2B+ VC franchise w/South Park CommonsMarket

Monday, 10 August 2026

8 pieces
Nikunj Kothari
Everything is downstream of ambitionMarket
Earnest Sweat
Distribution Is KingEnterprise · Market
Harlem Capital
Inside Primary VC: Building New York’s Best Seed FirmMarket
Saanya Ojha
Zuck’s Great Open-Source ResetAI · Market
Continuations · Albert Wenger
Universal Moral Core Principle 1: ImplicationsAI · Market
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025Mobility · Climate · Market
Arpitrage · Arpit Gupta
7. AI: A Normal Technology?AI · Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: A Judge Condemns Facebook for Enabling Mass Sexual Exploitation of KidsMarket

Sunday, 9 August 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
Making it to New All-Time HighsMarket
Continuations · Albert Wenger
The Cost of Capital in the AGI AgeAI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Harness' ARR MultiplesAI · Market

Saturday, 8 August 2026

2 pieces
Kyle Harrison
We Made Bell Labs IllegalMarket · Climate · Semis
Saastr
The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole ThingMarket

Friday, 7 August 2026

8 pieces
Glenn Borok
Airtable didn't get acquired - it got divorcedEnterprise · AI · Market
A Wealth of Common Sense · Ben Carlson
The One Wish Willow EconomyMarket · MarTech
Peter G Schmidt · Peter G Schmidt
Why Does Cincinnati Have an Open? Market
Newcomer · Eric Newcomer
SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending SpoonsEnterprise · Market
Earnest Sweat
The Songwriting CreditMarket
Sammy Abdullah
Don’t be First-to-MarketMarket
99% Derisible · Yoni Rechtman
No revenue is enough revenueMarket
Madrona Ventures
Seattle Tech Week 2026: The Most Seattle Tech Week YetMarket

Thursday, 6 August 2026

8 pieces
A Wealth of Common Sense · Ben Carlson
Investing is a Game of SurvivalMarket
Pear
New grad hiring: Why slope, not experience is worth paying forMarket · HR
Youssef Kalad
What's a career, anyway?Market · HR
Ian's Blog: Nominal Returns · Ian Gutterman
Situationally Aware, Permanent Blind SpotMarket · AI
Shruti Gandhi · Shruti Gandhi
HappyRobot, Sapiom, and AgencyMarket
Brian Sugar
The Room Reads FirstConsumer · Market
Northside Ventures
Where is the White Space for Canadian Defence Founders?Defense · Market
Making Connections by Jax · Jax Vullinghs
More book recommendationsMarket

Wednesday, 5 August 2026

6 pieces
Euclid Ventures
Venture Capital's Blackstone ProblemAI · Market · Enterprise
Sammy Abdullah
Stop Worrying About CompetitorsMarket
Saastr
Airtable Just Sold for $2.25B at 2.7x ARR. It Raised $1.4B and Was Once Worth $11.7B. This Was … MarketEnterprise · Market
Harlem Capital
Harlem Capital Intern Yearbook: August 2026Market
White Star Capital
White Star Capital holds final close of $250m USD for Fund IVMarket
A Wealth of Common Sense · Ben Carlson
Animal Spirits: When Genius Failed, AgainMarket
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