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THU 24 SEPT 2026 · 87 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

Friday, 31 October 2025

3 pieces
Pat McGovern
Browser Agents, OpenAI & Wildfires
Pat McGovern
Browser Agents, OpenAI & Wildfires
Tomasz Tunguz · Tomasz Tunguz
Small Data Becomes Big Data

Thursday, 30 October 2025

31 pieces
Newcomer · Eric Newcomer
Box & Vanta CEOs Join Cerebral Valley AI Summit Lineup + Kirsten Green, Parag Agrawal & Many More To Lead Discussion Groups
Making Connections by Jax · Jax Vullinghs
Rebuilding white-collar work for the age of AI
Collin Wallace
Building Championship Teams
Saastr
JAMF Goes Private for $2.2 Billion. That’s 3.3x ARR. Why B2B Can Be a Long, Hard Road
The Micromobility Newsletter · Team M
What a Week! Dott Raised €85M, Voi Hits $655M Valuation
Saastr
The Great VC Reshuffle: OpenAI’s $500B Restructuring, A16z’s $10B Mega-Fund, and Why Two-Thirds of Series B Investments Fail
A Wealth of Common Sense · Ben Carlson
Trend Following in a Bubble
Saanya Ojha
The AI Party Rolls On, But the Bar Tab’s Getting Bigger
Thomas Reiner
Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy | PA Dispatch No. 5
Thomas Reiner
Avis Budget (CAR) - Q3 2025 Earnings Call
Earnest Sweat
Friction Is the Feature
Evan O'Donnell
Can the AI Boom Pay for Itself?
Thomas Reiner
Roblox (RBLX) - Q3 2025 Earnings Call
Insight Partners
How Cyclops is uncovering cybersecurity’s blind spots
Not Boring · Packy McCormick
Take Weird Ideas Seriously
Twelve Below
Arya raises $18M Series A to advance AI agents for post-acute care.
First Round Review
When Should You Stop Clinging to Product and Hire Your First PM? Advice From a Founder and CPO
Saastr
What To Expect From a New VP of Customer Success in The First 30-60-90 Days
Emergence Capital
Depth Over Breadth in the AI-Native Era
A16Z
Gavin Baker and David George on Positional Strategy in AI
A16Z
Gavin Baker and David George on Positional Strategy in AI
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - In-N-Out Culture, Part 2
Felicis
Meet Our Newest Partner Feyza Haskaraman
Jeff Morris Jr.
Barry Diller's Tracksuit
David Talpalar
Energy Independence: America’s Next Great Infrastructure Build
David Talpalar
Energy Independence: America’s Next Great Infrastructure Build
The Sociology of Business · Ana Andjelic
TREND BIPOLARITY: AFTER THE TREND CYCLE
Pascal
Say No Like a Doctor
Entrepreneur First
The Founding Career
Fintech Ruminations
Commodities onchain: gold and beyond
Tomasz Tunguz · Tomasz Tunguz
$555B of Cloud Spend

Wednesday, 29 October 2025

6 pieces
Insight Partners
AI for Government: How Darwin is helping public agencies govern and scale AI responsibly
Thomas Reiner
Carnival Cruise (CCL) - Q3 2025 Earnings Call
Thomas Reiner
Electronic Arts (EA) - Q1 2026 Earnings Call
Thomas Reiner
Royal Caribbean (RCL) - Q3 2025 Earnings Call
Thomas Reiner
Booking Holdings (BKNG) - Q3 2025 Earnings Call
Insight Partners
How Command Zero is redefining incident response in the age of autonomous cyber defense
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