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TUE 22 SEPT 2026 · 88 new pieces this week

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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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Wednesday, 11 February 2026

38 pieces
Supercruise
Resilient Growth In Startups At The Right Time
Antler
The Tao of Alpha
Antler
The Sheer Brilliance of Incubation
Antler
The Most Underrated Pitch Skill is Concision
Antler
Seed Stage Risk is Gorgeous
Antler
A Quick Primer on TAM
Antler
The Best Pitches Devolve into Dialog
My Climate Journey · Jason Jacobs
AI for Heavy Industry: How Archimetis Is Cutting Energy Waste in Steel, Refining, and Chemicals
LDV
Gardin’s Optics-Powered AI Agriculture Platform Increases Greenhouse ROI Across Customers
Amir Kabir
Edition 33 | 2026 — Insurance Is the Canary for Macro Stress
The Sociology of Business · Ana Andjelic
Popular culture is contradiction in terms
Minutes
Tool Shaped Objects
David Cahn
The Opening, Midgame and Endgame in Startups
Vickram Pradhan
Healthcare Payor Q4 2025 Earnings Roundup
Sequoia
The Opening, Midgame and Endgame in Startups
Antler
Your Proof-of-Concept Proves Nothing
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Updates, Investments, Market Trends, & AI Opportunities
Alex Lazarow · Alex Lazarow
Innovation in an Age of Fracture
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Blazel
Felicis
Expanding Our Investing Team with Two Partner Promotions, and a New Venture Partner!
Conor Witt · Conor Witt
The Data Tapes Edition #39
Conor Witt · Conor Witt
The Data Tapes Edition #38
Euclid Ventures
Verticals #17 — Reducing Switching Costs with AI
Casey Accidental
Magic Tricks, Moats, and the Three-Body Problem of AI Networks
Uncork Capital
Commercializing the only proven fusion science: our investment in Inertia
A16Z
"I'm out, who's with me?": 'Exit' as an organizing idea
Insight Partners
GitGuardian Raises $50M Series C to Address Non-Human Identities Crisis and AI Agent Security Gap
Saastr
Atlassian Is Growing 23% at $6.4B in Revenue. RPO Is Accelerating 44%. And the Stock Is Down 70%. What’s Really Going On.
Insight Partners
WINN.AI Raises $18 Million Series A to Close the Gap Between Sales Strategy and Real-Time Execution
Insight Partners
How Gameto is reshaping women’s healthcare and making up for lost time
Insight Partners
AWARD: The Top Growth Equity Firms of 2025
makers + builders · Parul Singh
OpenClaw cracks the 4 minute mile
Abe Murray
AlleyCorp Deep Tech | February 2026 Newsletter
Lenny's Newsletter
Claude Opus 4.6 vs. GPT-5.3 Codex: How I shipped 93,000 lines of code in 5 days
A Wealth of Common Sense · Ben Carlson
Animal Spirits: What Would You Do With $3 Million?
Brian Sugar
Well Done SF, Well Done
Sequoia
The Opening, Midgame and Endgame in Startups
Who is Nnamdi? · Nnamdi Iregbulem
Tokens Aren't Fungible

Tuesday, 10 February 2026

2 pieces
BIG by Matt Stoller · Matt Stoller
The Beginning of the End for Big Corporate Medicine
A Wealth of Common Sense · Ben Carlson
Markets Are Now a Beauty Contest on Steroids
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