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TUE 22 SEPT 2026 · 76 new pieces this week

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Select picks in the past month
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

Thursday, 15 January 2026

3 pieces
Investing in AI · Rob May
The “Glass Box” of Precision Medicine: A Bottom-Up AI View of Tempus
Alfred Lin
Farmer to Banker
Tomasz Tunguz · Tomasz Tunguz
A Third Time Up the Roller Coaster

Wednesday, 14 January 2026

29 pieces
Into the Metaverse
The Blizzard is Coming
Into the Metaverse
The Blizzard is Coming
Amir Kabir
Edition 29 | 2026 — The End of Cheap Optionality
Sequoia
2026: This is AGI
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Is AI Disrupting the Future of Work?
Saanya Ojha
Claude Gives Us a Lot to (Co)Work With
Adrian Radu
Consumer 2025 Trends
Euclid Ventures
VERTICALS #13 - Levelset's $500M Exit
Sammy Abdullah
Where Have The Premium Multiples Gone?
Fintech Ruminations
DeFi’s missing primitive: Insurance
Saastr
Freemium is Back — The AI Edition! But You’ll Still Probably Need 50 Million Active Users for Freemium to Actually Work as a Business Model.
A16Z
How to hire a chief of staff
Sequoia
Blues Makes Every Thing Smarter
My Climate Journey · Jason Jacobs
What a Tour of China's Factory Floor Reveals About the Future of Clean Energy
Arpitrage · Arpit Gupta
Remote Work's Impact on Productivity
Antler
Antler Disrupt: Your unfair advantage for scaling AI innovation
Better Tomorrow Ventures
Team or TAM? Wrong question…
Saastr
ElevenLabs Just Hit $330M ARR in 24 Months. It Took Twilio 8 Years to Get There.
Brian Sugar
The Tax That Eats Its Own
The Sociology of Business · Ana Andjelic
What makes a brand iconic
Jamie Tomalin
Building In A K-Shaped World
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is the stock market invincible?
Earnest Sweat
The Streaming Wars of Venture Capital
Entrepreneur First
Personal Exceptionalism: why knowing you’re the exception to the rule matters
Antler
Antler Disrupt Spring 2026: Applications Officially Open
Alfred Lin
Farmer to Banker
Sequoia
2026: This is AGI
Sequoia
Blues Makes Every Thing Smarter
Tomasz Tunguz · Tomasz Tunguz
Dead Companies Walking

Tuesday, 13 January 2026

8 pieces
Lateral Thinking · Marco Demeireles
Turning Consensus
Annelies Gamble
Designing Your Retrieval Stack
Scale Venture Partners
The AI Ad Network: What a next‑gen DSP looks like when the interface is a conversation
A Wealth of Common Sense · Ben Carlson
Updating My Favorite Performance Chart For 2025
Equal Ventures
2025 Predictions Revisited: What I Got Right and Wrong
Andrew Ziperski
In Defense of Buybacks
Saanya Ojha
Apple Rents a Brain
Fred Wilson
An Updated Dentist Office Software Story
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