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THU 24 SEPT 2026 · 82 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 & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Monday, 10 November 2025

23 pieces
Newcomer · Eric Newcomer
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups
USV
10 Highlights from USV’s 2025 Annual Meeting
Saanya Ojha
Sorry, Sundar. We Weren’t Familiar With Your Game.
Youssef Kalad
(Some of) What I read last week - 11/10
The Micromobility Newsletter · Team M
Upway Secures $60M In Funding
Climate Tech VC
🌎 COP, skip, and a jump #270
Lenny's Newsletter
This week on How I AI: 0-to-1 AI guide for absolute beginners + how this CEO turned 25,000 hours of sales calls into a self-learning GTM engine
Saastr
Traditional SaaS May Be Dying. But It Might Also Be Your Fault.
Saastr
2025 Was The Year Of The AI Budget Explosion: If Your Team Didn’t Capture Any, They Failed
A16Z
From Words to Worlds: Spatial Intelligence is AI’s Next Frontier
A16Z
From Words to Worlds: Spatial Intelligence is AI’s Next Frontier
Saastr
How OpenAI Built a Global CS Organization in 18 Months: Vanessa Gutiehi’s Playbook for AI-Powered Customer Success
Glasswing VC
Announcing Glasswing Ventures’ $200M+ Fund III
Earnest Sweat
The End of Predictability
The Sociology of Business · Ana Andjelic
Influence meets inventory
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Public & Private Opportunities in AI
Lenny's Newsletter
How this CEO turned 25,000 hours of sales calls into a self-learning go-to-market engine | Matt Britton (Suzy)
Deconstructor of Fun
Inside Squad Busters’ $150 Million Experiment
Michael Greeley
Cosmetic Surgery: Cuts Like a Knife…
Akash Bajwa
Deterministic Inference: The Latency Tax
Greylock News
Introducing Tenzai: Autonomous AI Hackers
Apex Venture Studio
Trust, Economics & AI
Tomasz Tunguz · Tomasz Tunguz
Datadog: As Reliable as Your Golden Retriever

Sunday, 9 November 2025

10 pieces
Greylock News
Introducing Tenzai: Autonomous AI Hackers
Saanya Ojha
Weekly Wrap Sheet (11/07/2025): Multiples, Moflin, Megawatts, Moral Hazard & Moonshot
Nathan Benaich · Nathan Benaich
State of AI: November 2025 newsletter
Saastr
We Just Crossed 600,000 (!) Startup Valuations on SaaStr.ai. Here’s What The Data Points Tell Us About VC Funding Right Now
Venture Prose
Holiness Doesn’t End at the Door
A Wealth of Common Sense · Ben Carlson
Ben Graham & Bull Market Brains
Saastr
The #1 Thing That Separates Mediocre Sales Execs From Great Ones
Kyle Poyar's Growth Unhinged · Kyle Poyar
How AI could make you more valuable
Kyle Poyar's Growth Unhinged · Kyle Poyar
How AI could make you more valuable
Lenny's Newsletter
"Sell the alpha, not the feature": The enterprise sales playbook for $1M to $10M ARR | Jen Abel

Saturday, 8 November 2025

7 pieces
Kyle Harrison
Founder Ideology
Julien Lepleux
Healthcare Moves At The Speed Of Trust
Hunter Walk
“I tend to manage via a mix of advice and opportunity” — what I told a young product manager 15…
Hunter Walk
“I tend to manage via a mix of advice and opportunity” – what I told a young product manager 15 years ago. And how it applies to startups today.
Lenny's Newsletter
🧠 Community Wisdom: Communicating pricing increases to customers, explaining AI limitations to new hires, creating a copilot with your work knowledge, and more
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
A16Z Crypto
5 reasons to write
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