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

Saturday, 8 November 2025

8 pieces
Jessie Harris
Week 23 Roundup
Meritech
Meritech Software Pulse | 7-November-2025
Stage 2
How to Help Your Head of Marketing Win Early
Saastr
When Competitors Come Calling: 6 Questions That Will Help You Make the Right M&A Decision
Ed Sim
What’s 🔥 in Enterprise IT/VC #471
Saastr
SaaStr AI App of the Week: Dust – Build Custom AI Agents That Actually Know Your Company’s Data
OpenVC.app
“Come back when you're doing $30k a month”
Next Big Thing · Nikhil Basu Trivedi
A SF VC in NYC

Friday, 7 November 2025

31 pieces
Saastr
The Top AI Agent Sessions at SaaStr AI London: Learn How to Actually Deploy Agents That Work
A Wealth of Common Sense · Ben Carlson
Are Young People Screwed?
The Sociology of Business · Ana Andjelic
Live with Ana Andjelic
99% Derisible · Yoni Rechtman
Power is power
Jared Heyman
On hitting the “bullseye”
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: China’s Global Strategy and Power Balance
Ascend
‘LLMs Are the New Google:’ How startups should think about Generative Engine Optimization
Nikunj Kothari
Belonging
Saanya Ojha
Kimi Possible: Agentic on a Budget
Insight Partners
How Copado helps developers get home in time for dinner
Maveron
AI Is Transforming CPG Distribution
Newcomer · Eric Newcomer
Sequoia's Unexpected Steward Shakeup
Glenn Borok
What’s Up With The AI Bubble
Turner Novak
🎧🍌 Inside Roger Ehrenberg's New Firm, Game Changers Ventures | Investing in Sports, 10x Funds, Traits of Top Founders
Net Interest · Marc Rubinstein
Window on America
Clouded Judgement · Jamin Ball
Clouded Judgement 11.7.25 - Market Cycles
Insight Partners
How Valimail is building email’s last line of defense
The Micromobility Newsletter · Team M
Canyon's 2024 Revenue at €792M
Mountside Ventures
Skin Analytics raises an over-subscribed £15m funding round to scale their Dermatology platform
Saastr
Stop Learning AI. Start Doing AI. The 20+ Agents Running SaaStr
A16Z
Charts of the Week: Valuations not so crazy?
A16Z
Charts of the Week: Valuations not so crazy?
Not Boring · Packy McCormick
Weekly Dose of Optimism #169
Thomas Reiner
Experience & Mobility Platform Incremental Margins & Earnings | PA Dispatch No. 6
Pascal
Speed-Run Enterprise Deals (But Only the Right Ones)
Santosh Sankar
Field Notes- Faster, Better, Not Average
Santosh Sankar
Field Notes- Faster, Better, Not Average
Saastr
The First $100,000,000 ARR at Datadog: How Founder CEO Olivier Pomel Built a Customer-Centric Monitoring Giant
Thomas Reiner
Expedia (EXPE) - Q3 2025 Earnings Call
Thomas Reiner
Airbnb (ABNB) - Q3 2025 Earnings Call
Kenneth Auchenberg
Venture scouting is not angel investing

Thursday, 6 November 2025

1 pieces
Saastr
20VC x SaaStr This Week: Navan’s “Disappointing” $5B IPO, VCs Getting 6% Instead of 20%, and the Fire-Half-Your-Team AI Test: The New Venture Reality
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