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TUE 22 SEPT 2026 · 84 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

Friday, 30 January 2026

16 pieces
Nikunj Kothari
Loyalty Is Dead In Tech
Building Rome(s) · Aadil Maan
Practical Almanac for Technical Program Managers
A Wealth of Common Sense · Ben Carlson
Housing Price Inflation
Caitlin Bolnick
1.30.26: The Case for AI in Supply Chain
Net Interest · Marc Rubinstein
Secondaries Rising
A16Z
Leaders, gainers and unexpected winners in the Enterprise AI arms race
7wire Ventures
Why We Invested in When
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Traditional AdTech is Dead. Long Live AdTech For AI 📣
Sammy Abdullah
SaaS Performs Well in Recessions
Newcomer · Eric Newcomer
Anthropic’s Throwdown on AI Safety Almost Got Lost in a Crazy News Cycle. It Demands Our Attention.
Saastr
The Best AI Startups Do the Training For You. It’s On You to Make the Agent Awesome — Not Your Customers.
Clouded Judgement · Jamin Ball
Clouded Judgement 1.30.26 - Software is Dead...Again!
Emergence Capital
A Team Built to Win Big. Also Inside: A Turning Point For Open-Weight AI models.
Not Boring · Packy McCormick
Weekly Dose of Optimism #178
Saastr
Want Leads? Sponsor the Next SaaStr AI Day. And Then SaaStr AI Annual 2026 in May!
Antler
Introducing Antler One

Thursday, 29 January 2026

24 pieces
Saanya Ojha
Dario Dissects the Power and Peril of AI
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #19: Studio Launch
Mike Maples Jr.
Reality Doesn’t Negotiate
South Park Commons
Ten Years of SPC
Insight Partners
How Precisely helps enterprises trust the data behind agentic AI
Saastr
20VC x SaaStr This Week: The $5 Billion Exit That Felt Weird, Why Inference Costs Are the Final Nail for Mid Growth SaaS, and Andreessen’s 2/3 AI Domination
Chamath Palihapitiya · Chamath Palihapitiya
What Can Quantum Computers Actually Do
My Climate Journey · Jason Jacobs
Autonomous Firefighting Aircraft Exist. Here's How They Work.
Euclid Ventures
The Fundability Trap
Equal Ventures
The 6th “S” of Venture Capital
Insight Partners
Celebrating ScaleUp Milestones – 2026
Maveron
The Invisible Rebuild: How AI Is Quietly Reshaping the Backbone of CPG
Melody Koh · Melody Koh, Partner @ NextView
The Confidence Gap
Saastr
ICONIQ’s Latest State of AI Report: PLG vs. SLG in the Age of AI; The Real Data on Inference Spend; and The Spike in FDEs
A Wealth of Common Sense · Ben Carlson
Is Diversification Finally Working Again?
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - 3 Interviews Is Plenty
Sammy Abdullah
Learnings from Blackberry’s Failure
The Micromobility Newsletter · Team M
London Part 2: The Regulatory and Operator Landscape
Stage 2
Driving Awareness with Answer Engine Optimization with Sydney Sloan, CMO Advisor to G2
Stage 2
Driving Awareness with Answer Engine Optimization with Sydney Sloan, CMO Advisor to G2
Lenny's Newsletter
Marc Andreessen: The real AI boom hasn’t even started yet
Jared Hecht
Lessons From My Dad
David Talpalar
As Growth VCs Fight for Top of Market Access, Where do Early-Stage Companies Fit In?
Earnest Sweat
Let the Great Ones Leave
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