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TUE 22 SEPT 2026 · 82 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, 23 January 2026

19 pieces
Apoorv's notes
Why we invested in Baseten
Venture Prose
Would You Have the Courage
Caitlin Bolnick
1.23.26: winning local communities as hidden bottleneck to scaling AI
Net Interest · Marc Rubinstein
The Last Active Manager
yCombinator
Congratulations to EquipmentShare on Going Public
Newcomer · Eric Newcomer
Brex Sale to Capital One: A Letdown for Late-Stage Investors But a Big Win for Founders
Fred Wilson
Can AI Grow Corn?
Saastr
If AI GTM Tools Were Half as Good As Cursor or Replit, It Would Be a Different World Today. They Will Get There.
Sammy Abdullah
The Payback Period on Q3 SaaS Net Loss
QED
State of the consumer Q1 2026: Stability with softening edges
A16Z
Charts of the Week: The Almighty Consumer and AI Capex
99% Derisible · Yoni Rechtman
Phoebe: $9.5M for the self-driving network of agents to fix healthcare labor
Dash Media
☀️ EP. 32 · Vision, Grit, and Community Impact | Edreform in 10
Clouded Judgement · Jamin Ball
Clouded Judgement 1.23.26 - The Year of Multi-Modal
Saastr
a16z’s State of Markets: $4.7T in Private Unicorns,
Not Boring · Packy McCormick
Weekly Dose of Optimism
Investing in AI · Rob May
If The US Loses The AI Race, Blame Immigration Policy
Antler
Agentic commerce: Unleashing the autonomous economy
Equal Ventures
Equal Ventures’ “State of the Economy”

Thursday, 22 January 2026

21 pieces
Short-Formed · Anu Atluru
Notes on Not Posting
Antler
Building the Nervous System for AI: Mark Englund of FiberSense | The Further, Faster Podcast
Saastr
20VC x SaaStr Are Back: If Figma Isn’t Good Enough, What Hope Is There? Plus OpenAI Ads, Elon vs. Sam, and the $9B Replit Bet
Matt Brown
Vertical software already won the context graph
Hunter Walk
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game.
Hunter Walk
GitHub Cofounder on Becoming a VC: “For me this is much more than a financial game. I want to fund founders that want to create a better future for PEOPLE.” Five Questions With Tom Preston-Werner.
Turner Novak
🎧🍌 The State of AI with Nathan Benaich, Founder of Air Street Capital
Lowercarbon
Europe Unplugs from the Pipeline
A Wealth of Common Sense · Ben Carlson
Should You Stop Working When You Become Financially Independent?
Aashay Sanghvi
The Story Behind Haystack's Investment in Blockit
Sequoia
The Most Precious Resource
Saanya Ojha
The Death of SaaS Has Been Greatly Exaggerated
Fawzi Itani
Mastering The Meta
Insight Partners
Postman’s three rules for building intelligent enterprises in the AI Agent era
Jason Stoffer
Whatnot: Live Shopping Finally Works
The Micromobility Newsletter · Team M
Bolt's Patent On E-Scooter Charging Stations
Saastr
We Built Our Own AI VP of Marketing. Here’s What It Actually Does.
Ian's Blog: Nominal Returns · Ian Gutterman
Refilling the Cookie Jar
A16Z
State of Markets
Sammy Abdullah
Q3 2025 Rule of 40 Data from Publics
Not Boring · Packy McCormick
The Venezuela Opportunity
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