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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, 10 October 2025

9 pieces
Dash Media
☀️ EP. 25 · Inspiring Existing and Emerging Black Educators with Cornell Ellis of BLOC | Edreform in 10
Emily Man
Systems of Work Are Eating Systems of Record
Not Boring · Packy McCormick
Weekly Dose of Optimism #165
Saastr
Beyond Theory: Practical AI Pitfalls to Avoid To Maximize Your Investment with Dialpad’s Chief AI Officer
Saastr
Dear SaaStr: I’ve Gotten to $1m ARR Selling Myself. What Should I Look For in My First Ever Head of Sales?
Obvious
Generative Science in Medicine: The next wave of life-changing AI
Dash Media
Chaos and Opportunity: Michael Moe on AI, The Seven C's, and the Future of Education Investment | An Educated Guest Podcast
Newcomer · Eric Newcomer
Hollywood Sees OpenAI Turning its Back on the Movies
Tomasz Tunguz · Tomasz Tunguz
Is Token Consumption Slowing Down?

Thursday, 9 October 2025

31 pieces
Insight Partners
The biggest takeaways from ScaleUp:AI 2025: Agents, automation, and the changing roles of humans
Joe Lonsdale
Ep 130: "Free speech is not enough" — UATX President Carlos Carvalho on Charlie Kirk, Fighting Communists & the Duty of a University
The Micromobility Newsletter · Team M
G-Bike’s 2024 Revenue Surges 40% to $58.3 Million
Thomas Reiner
OpenAI "App Store": What it Means for Travel | Platform Aeronaut Dispatch No. 3
Nick Chirls
Courage
Insight Partners
How Tailscale is building the new internet
A Wealth of Common Sense · Ben Carlson
The New Normal of Stock Market Concentration
Maveron
The Future of Aesthetics
Daniel Chesley
Systems of Action: The Next Era of Software
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Smallest AI
Earnest Sweat
Stresswood: Resilience as an Investment Criterion
Saanya Ojha
CodeMender, Airbender
Susa Ventures
Our Investment in Supermemory
John Tough
Urbint acquired by Itron Corporation for $325M
Saastr
20VC + SaaStr is Back!! OpenAI’s Power Move: How Sam Altman Extracted 10% of AMD, Why $5B Pre-Money Rounds Make Sense, and the New Math of Going Public
Turner Novak
🎧🍌 Howie: The AI Secretary | Austin Petersmith, Co-founder and CEO
Saastr
Your Sales Team Just Has to Be Product Experts. Even if You Have a Hot Hand.
Saastr
Want 600 More Leads? Sponsor SaaStr Annual 2026 + AI Summit By December 15!
Lateral Thinking · Marco Demeireles
Why Every Software Company Needs A CRM Agent
Incisive VC
⚔️ The Resistance: The Invisible force Every Founder Must Face
Lenny's Newsletter
First interview with Scale AI’s CEO: $14B Meta deal, what’s working in enterprise AI, and what frontier labs are building next | Jason Droege
Jamie Tomalin
As Language Commoditises, What Comes Next?
Entrepreneur First
Fundraising in the US
Saastr
Dear SaaStr: When a VP Sales is Struggling, What Do They Start to Do That … They Shouldn’t?
Nathan Benaich · Nathan Benaich
🪩 The State of AI Report 2025 🪩
Janelle Teng
Revolutionizing data streaming at microsecond scale with AlgoX2
Tomasz Tunguz · Tomasz Tunguz
Startup Guides & Resources
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Product Management
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Go-to-Market Strategy
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Data Strategy & Analytics
Tomasz Tunguz · Tomasz Tunguz
A Founder's Guide to Customer Success
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