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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 ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Friday, 19 December 2025

7 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #174
Abe Murray
DTNY 2026: Keynote Reveal + Last Chance for Insider Discount
Entrepreneur First
Play your strongest card: how to find your Edge as a founder
Saastr
Is Zendesk Building a Glean Competitor with Its Unleash Acquisition? Not Exactly, But Here’s What’s Really Happening
Deconstructor of Fun
(VOTING OPEN) Golden TWIG 2025: the Most Honest Awards in the Industry
Abhishek Singh
Circles, Cycles, and the Discipline of Staying Put
Greylock News
Introducing Tin Can: The Landline is a Network Again

Thursday, 18 December 2025

33 pieces
Nikunj Kothari
Plugged into the Matrix
Saastr
20VC x SaaStr is Back! SpaceX’s $1.5 Trillion IPO, Lightspeed’s $9 Billion Mega-Raise, and Why All These Late-Stage Giants Staying Private is “The Greatest Gift to Venture in Our Lifetimes”
Evan O'Donnell
Gemini Has 650M Users. Now What?
yCombinator
2026 Demo Day Dates
The Micromobility Newsletter · Team M
London Part 1: The City’s Micromobility Story
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #16: Feeling like a Superhero
Apoorv's notes
The Revolut Story: A Decade of Compounding
Apoorv's notes
The Revolut Story: A Decade of Compounding
Susa Ventures
Introducing the Susa Venture Fellows 2025-2026 Cohort
Greylock News
Our Investment in Tin Can: The Landline is a Network Again
Saanya Ojha
Gemini's Flash of Genius
Newcomer · Eric Newcomer
Inside the VC Roll-up Craze That Has Taken Silicon Valley by Storm
Peter G Schmidt · Peter G Schmidt
What We Can Learn from the Fiddle
Supercruise
Strike Zone Shifts
Earnest Sweat
There Is No Such Thing as a Coastal Deal Anymore
A Wealth of Common Sense · Ben Carlson
6 Simple Ways to Improve Your Investment Performance
Sammy Abdullah
The Real Tasks of Series A/B SaaS CEO
Pascal
GTM Engineering Best Practices
Equal Ventures
26 Predictions For 2026
Turner Novak
🎧🍌 Inside the All-In Podcast: Lessons from Elon, Trump, Oprah, Travis Kalanick with Jason Calacanis
Saastr
The Top Reasons I Saw CROs Flame Out This Year
A16Z
State of Consumer AI 2025
Ian's Blog: Nominal Returns · Ian Gutterman
Why Chubb Shouldn’t Buy AIG
Better Tomorrow Ventures
Fireside Chat with DocShield
Maersk Growth
From the ship’s bridge to business impact: How we turn strategy into scaled innovation
Lenny's Newsletter
The new AI growth playbook for 2026: How Lovable hit $200M ARR in one year | Elena Verna (Head of Growth)
David Talpalar
The Societal Shifts Driving Increased Investment into Longevity
David Talpalar
The Societal Shifts Driving Increased Investment into Longevity
The Sociology of Business · Ana Andjelic
How brands earn cultural currency
Saastr
What 2,835 VC Funds and $118 Billion Tells Us About Venture Returns Right Now. The Latest Data.
Fred Wilson
The End Of Interchange
Stratechery
The 2025 Stratechery Year in Review
7wire Ventures
2026 Predictions
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