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TUE 22 SEPT 2026 · 77 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 ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Saturday, 3 January 2026

1 pieces
Ed Sim
What’s 🔥 in Enterprise IT/VC #479

Friday, 2 January 2026

11 pieces
A Wealth of Common Sense · Ben Carlson
2025 Investing Lessons
Vickram Pradhan
Highly Recommended, 2025
Erik Torenberg
2026 Scheming
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
10 Predictions for 2026 🥳
Alex Lazarow · Alex Lazarow
Happy New Year + Six Contrarian Predictions for 2026
Fakepixels · Tina He
2026 Open Inquiries
Sammy Abdullah
Learnings from a Recent SaaS Exit
Saastr
How Much Equity to Give Your First Employees: The Real Data from 50,000 Startups
Montage Sequence · Sriram Krishnan
on Brandon Sanderson
Clouded Judgement · Jamin Ball
Clouded Judgement 1.2.26 - Authority Is the AI Bottleneck
Grant Gregory
The Miracle Year

Thursday, 1 January 2026

11 pieces
Earnest Sweat
New Year, Same Compounding
Saastr
Jason + Lenny are Back!! “The Real Future of AI in Sales”
On My Mind · Michael Dempsey
A Thousand Ways
Saastr
We’re Literally Just Getting Started in AI + B2B. Here’s Why 2026 Is When It Gets Real.
Fred Wilson
What Will Happen In 2026
Next Big Thing · Nikhil Basu Trivedi
The next big thing in 2026 will be...
Saastr
The Navan IPO Reminds Us: AI is On Fire. Everything Else in B2B? Still Really, Really Hard.
Lenny's Newsletter
We replaced our sales team with 20 AI agents—here’s what happened | Jason Lemkin (SaaStr)
The Micromobility Newsletter · Team M
2025: What a Year For Micromobility!
Deconstructor of Fun
12 Gaming Predictions for 2026
OpenVC.app
The 17 Best AI Pitch Deck Generators [July 2026]

Wednesday, 31 December 2025

16 pieces
Brian Sugar
Dear Founders: A Post on December 31st
Nikunj Kothari
The Case Against Doomerism
Saastr
A Big Year for SaaStr AI: What We Got Done in 2025
Andrew Ziperski
2025 Year-End Observations
Janelle Teng
2025 Year-In-Review: AI Bubble or Breakthrough?
BIG by Matt Stoller · Matt Stoller
Gatekeepers of Law: Inside the Westlaw and LexisNexis Duopoly
Euclid Ventures
40 Predictions for 2026
Amir Kabir
Edition 27 | 2025 — The Return of Balance Sheets
Saastr
The 10 Rules For Hiring a VP of Sales in the Age of AI
Saastr
The Quirky Math Behind M&A Pricing in Tech: Why $125M ARR Can Be Worth $2B+… And Then Disappear
The Sociology of Business · Ana Andjelic
Weird on purpose
Fred Wilson
What Happened In 2025
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Performing Stocks of 2025
Northside Ventures
2025 Year in Review
Selina Wang
Mercor: Enduring AI Infrastructure or Cycle-Driven Winner?
Kenneth Auchenberg
2026 predictions

Tuesday, 30 December 2025

1 pieces
Venture Prose
You're not alone
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