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THU 24 SEPT 2026 · 89 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
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…
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Thursday, 9 October 2025

5 pieces
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
Tomasz Tunguz · Tomasz Tunguz
OpenAI Calls Codex a Senior Engineer
Tomasz Tunguz · Tomasz Tunguz
Congratulations, Robot. You've Been Promoted!

Wednesday, 8 October 2025

25 pieces
Nikunj Kothari
You’re Absolutely Right
Revolution Ventures
Atlanta’s Blueprint for Becoming a Top-Five Tech Hub
A16Z
Sam Altman on Sora, Energy, and Building an AI Empire
Amir Kabir
Edition 15 | 2025 — Hardware-Native Exchanges: Rebuilding Market Infrastructure at Nanosecond Speed
Saastr
The $1.5 Trillion Software Tailwind: Why Thoma Bravo’s Orlando Bravo Says AI Valuations Are in a Bubble — But Enterprise Software Isn’t
Nick Chirls
Launching Asylum Ventures
Collin Wallace
The Chess Theory of Customer Discovery
Better Tomorrow Ventures
Why We Invested in Monk
Jarrod Dicker
The Programmable Internet
Saanya Ojha
OpenAI's AMD Deal: Financial Judo in 6 GigaWatts
Brian Sugar
Let's Go San Francisco: The Greatest Head-Fake In Urban History
Craft Ventures
Inside Supabase’s Breakout Growth: Lessons Scaling to 4.5M+ Devs, Powering AI & Vibe Coding
Collaborative Fund
If You Get the Chance
James Heath
The $1 Trillion Question
James Heath
The $1 Trillion Question
Pat McGovern
Custom Automation Platforms, Vertical AI Exits & What I'm Reading
Pat McGovern
Custom Automation Platforms, Vertical AI Exits & What I'm Reading
Saastr
5 Questions to Ask When Growth Slows
Ian's Blog: Nominal Returns · Ian Gutterman
Are D&O Loss Ratios Headed To Zero?
Glasswing VC
Glasswing Portfolio Company Realm.Security Raises $15M in Series A Funding
A Wealth of Common Sense · Ben Carlson
Animal Spirits: It Feels Like 1999
Pascal
How To Build Companies When The Cost of Code Goes To Zero?
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to turn ChatGPT into your best pipeline source
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to turn ChatGPT into your best pipeline source
Saastr
Dear SaaStr: What is the Standard Commission Percentage in SaaS?

Tuesday, 7 October 2025

10 pieces
A Wealth of Common Sense · Ben Carlson
Why You Don’t Feel Rich
Annelies Gamble
Invisible by Design
Cathay
Behind the Term Sheet: Akua’s $8.5M Seed
Saanya Ojha
The Operating System of Everything
99% Derisible · Yoni Rechtman
Taking It Slow
Lenny's Newsletter
A free year of Devin: the world’s most advanced autonomous AI software engineer
Saastr
Go-To-Market Isn’t Dead. It’s You: A Wake-Up Call for B2B Leaders in the AI Era with Jason Lemkin
Flare Capital
Investing in Peer AI
Scott Hartley
On the Supply Chain Switchboard: Hugh Dixson with Bobby Katoli
Equal Ventures
Winning in Vertical AI: The 2 Pathways for Success
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