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TUE 22 SEPT 2026 · 76 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, 16 January 2026

11 pieces
A16Z
The Palantirization of everything
Maveron
What 2025 Taught Us About Building for 2026
Saastr
We’ve Built 12+ Vibe Coded Apps Used 800,000+ Times. I Love It. But I Still Have To Maintain Them Every Single Day.
Dash Media
☀️ EP. 31 · The New Normal of Choice in Florida | Edreform in 10
Sammy Abdullah
What we learned from Snapchat’s story
Thomas Reiner
Vibe Coding an OTA, Thoughts on AI | PA Dispatch No. 9
Clouded Judgement · Jamin Ball
Clouded Judgement 1.16.26 - Platform of Platforms
Not Boring · Packy McCormick
Many Small Steps for Robots, One Giant Leap for Mankind
BIG by Matt Stoller · Matt Stoller
Will Google Become Our AI-Powered Central Planner?
Saastr
Meritech’s Look at 2025 Exits: M&A at $587B Hits a Decade+ High … But IPOs Were a Whimper
Tomasz Tunguz · Tomasz Tunguz
Software That Debugs Itself While I Sleep

Thursday, 15 January 2026

29 pieces
Saastr
20VC x SaaStr This Week: Anthropic at $350B, OpenAI’s Existential Risk, and Why a16z’s $15B Fund Actually Makes Mathematical Sense
Mike Maples Jr.
The Problem with Most Problems
Collaborative Fund
The Power of Constraints
Felicis
Researchers, Builders, and What I’m Paying Attention to in 2026
The Micromobility Newsletter · Team M
Dance Revenue Jumps 29% to €8M in 2024
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #18: Automating
1517 Fund
Founders - stop using AI to write your investor emails.
A Wealth of Common Sense · Ben Carlson
Why Are Credit Card Rates So High?
Hunter Walk
“I deeply regret not paying more attention to AI as a field before the release of ChatGPT.
Hunter Walk
“I deeply regret not paying more attention to AI as a field before the release of ChatGPT. Like everyone, I’m certainly paying attention now!” More Truths and Advice from Sources Founder reporter Alex Health
Janelle Teng
2026 Predictions
Fred Wilson
Free Your Music
Insight Partners
Insight Partners Appoints Amir Malayery as Managing Director to Lead Secondaries Strategy
Thomas Reiner
Carnival Cruise (CCL) - Q4 2025 Earnings Call
Thomas Reiner
Delta Airlines (DAL) - Q4 2025 Earnings Call
Thomas Reiner
Allegiant Travel (ALGT) - M&A Call on Acquisition of Sun Country Airlines
A16Z
Software's YouTube Moment is Happening Now
Apoorv's notes
Congrats Parloa!
Apoorv's notes
Congrats Parloa!
Saastr
The Dark Side of Hot Seed Rounds in the Age of AI: When Founders Just Keep the Money
Sammy Abdullah
AI alone does not drive the highest valuations
Patrick Salyer
The CEO Job Changes After Product-Market Fit
Ian's Blog: Nominal Returns · Ian Gutterman
The Ten Biggest Events of the Insurance Quarter Century
Minutes
Grok, show me the first man without sin.
Antler
Why German tech is hitting its stride
Lenny's Newsletter
How to show up in any room with a low heart rate: Silicon Valley’s missing etiquette playbook | Sam Lessin
Saastr
How Filevine Went from SaaS to AI-Native at $200M+ ARR — And Now Makes More Revenue from AI Than SaaS (A Roadmap for the Rest of Us)
David Talpalar
A Year of Global Trade in Review
The Sociology of Business · Ana Andjelic
"Now" is a remix
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