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TUE 22 SEPT 2026 · 75 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

Wednesday, 7 January 2026

7 pieces
Sammy Abdullah
SaaS Spend as a Percent of Revenue needs an update
Insight Partners
AWARD: GrowthCap Top 40 Under 40 Growth Investors of 2025
Saastr
5 Interesting Learnings From Motive at $500,000,000 ARR. And The Match Up With Samsara.
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Tax the Billionaires
Abhishek Singh
Contrarian View on Why India, Not China, Should Excite Long-Term Investors
Akash Bajwa
2026 Predictions
Tomasz Tunguz · Tomasz Tunguz
The Text Box Isn't Enough

Tuesday, 6 January 2026

26 pieces
Short-Formed · Anu Atluru
The Freaks Are the Last to Go
Minutes
the decline and fall of the american technology industry
A Wealth of Common Sense · Ben Carlson
It Happened Again
Collaborative Fund
A Few Things I’m Pretty Sure About
Equal Ventures
Equal Ventures Hiring Event Operations Lead
Collin Wallace
"AI Slop" Might Just Be Your Bad Work Unfiltered (And That's Probably Good News)
Thomas Reiner
Platform & Leisure Multiples Entering 2026 | PA Dispatch No. 8
Newcomer · Eric Newcomer
EXCLUSIVE: BlueYard Capital Returns Data Shows a 7x Markup on its First Fund
Lolita Taub
🗓️ Special Edition: I’m opening my calendar in 2026 to you.
South Park Commons
SPC Founder Fellowship Spring 2026
Annelies Gamble
Construction Safety as the Wedge
Saanya Ojha
Preparing for the Unpredictable
First Round Review
The 30 Best Pieces of Company Building Advice We Heard in 2025
Jack Arenas
Asymmetry of Verification
Felicis
LMArena: Benchmarking and Advancing The Progress of All AI Models
Equal Ventures
Equal Ventures Hiring Climate & Energy Investor (Principal / Partner)
Sammy Abdullah
Learnings from an Exit to Facebook
A16Z
"Above 30%, the market doesn't value growth."
Saastr
Your #1 Job For January? Deploy An AI Agent — Yourself. Hands On Keyboard
Climate Tech VC
🌏 $40.5bn and 8% uptick as power demand drives ’25 investment
Ian's Blog: Nominal Returns · Ian Gutterman
Vote For The Insurance CEO of the Quarter Century
Not Boring · Packy McCormick
welcome to not boring world
Lenny's Newsletter
Best of Lenny’s Newsletter 2026
Ben Yoskovitz
Vibe Coding Without System Design is a Trap
Scott Hartley
Join the Cleancult: Ryan Lupberger with Jenny Fielding
Uma Chalik
🩴 MILOS, GREECE

Monday, 5 January 2026

7 pieces
Nikunj Kothari
The Case For Abundance
Deconstructor of Fun
Hiring as a Competitive Advantage
Earnest Sweat
The Question Behind the Question
The Micromobility Newsletter · Team M
Bolt 2025:105M Rides and Counting!
Equal Ventures
Softer Rates & More Innovation
Shruti Gandhi · Shruti Gandhi
Is M&A the new acceptable IPO?
Saanya Ojha
The Two Deals That Explain AI in 2026
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