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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 ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Tuesday, 16 December 2025

13 pieces
A16Z
Laws of (New) Media
Scott Hartley
Follow the Fiber with Flume: Prashanth Vijay with Scott Hartley
Lenny's Newsletter
How to build your PM second brain with ChatGPT
Saastr
Klaviyo Adds Co-CEO To Get Back To Product. The Dream, But Does It Work?
Dawn Capital
Why we’re backing Runware — the engine behind scalable AI-powered media creation
Fred Wilson
My Year End Playlist
Lenny's Newsletter
How to build your PM second brain with ChatGPT
Akash Bajwa
Inside Cursor: CursorBench, Internal PMF and Agents
Alfred Lin
Don’t Confuse Market Share with Winning
Hunter Walk
Waymo’s CEO Isn’t Like Elon At All; Venture Capital Might Soon Depend on $1 Trillion Startups…
Hunter Walk
Waymo’s CEO Isn’t Like Elon At All; Venture Capital Might Soon Depend on $1 Trillion Startups; Everyone is Gambling and No One is Happy; Are MCPs Just APIs 2.0? and more++++ [link blog]
Deciens
Inside Deciens AGM 2025
Tomasz Tunguz · Tomasz Tunguz
The Bifurcation in the AI Market

Monday, 15 December 2025

26 pieces
Nikunj Kothari
Liar's Valuation
Building Rome(s) · Aadil Maan
Where Is Technical Program Management Heading in 2026?
The Micromobility Newsletter · Team M
TfL Awards £220m Santander Cycle Contract to Serco
Deconstructor of Fun
From Space Ape to Duolingo via Supercell: Simon Hade on Building, Pivoting, and the Price of Being a Founder
Saanya Ojha
Why OpenAI Needs Mickey Mouse
Better Tomorrow Ventures
Fireside Chat with Layer
Earnest Sweat
The Hollow Middle Is a Leadership Problem
Climate Tech VC
🌎 Bearing the (large) load (tariffs) #275
Crypthechie · Nakul Gupta
The next Supercycle, and why it will bring trillions on-chain
Lenny's Newsletter
This week on How I AI: How Zapier’s EA built an army of AI interns
Insight Partners
Five major trends reshaping AI, software, and leadership: Our investor predictions for 2026
Veridical
Announcing Our New Operating Partner, Narrative: Michael Margolis
Saastr
AI + B2B: Find The Tailwinds in 2026 (Or Get Left Behind)
Sammy Abdullah
Strategic Investors Don’t Do Much In Our Experience
Medha Agarwal
Post-Sales GTM: Following Customers Without Following Them Everywhere
A16Z
Why Nerds Are More Clippable
Coding VC · Leo Polovets
Humba Ventures Deep Tech Office Hours (Dec 2025)
Lenny's Newsletter
How Zapier’s EA built an army of AI interns to automate meeting prep, strengthen team culture, and scale internal alignment | Cortney Hickey
The Sociology of Business · Ana Andjelic
Resale as the stock market for brands
Santosh Sankar
Monday Meditations - Believe
Saastr
OpenAI Has Gone From a 6-Month Cliff to… No Cliff At All. And Will “Spend” $6 Billion This Year On Employee Equity. Even at OpenAI, The War for Talent Never Ends.
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Anti-AI Portfolio
Euclid Ventures
NeurIPS 2025: What Actually Matters
Alfred Lin
Don't Confuse Market Share with Winning
OpenVC.app
32 signals VCs use to eliminate founders
Tomasz Tunguz · Tomasz Tunguz
Is Your AI Funded by Junk Bonds?

Sunday, 14 December 2025

1 pieces
Reaction Wheel · Jerry Neumann
The Prospect of AGI
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