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THU 24 SEPT 2026 · 88 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, 2 October 2025

23 pieces
Better Tomorrow Ventures
Announcing BTV III 🚀
The Micromobility Newsletter · Team M
Meet Dot: DoorDash’s New Autonomous Delivery Bot!
Dash Media
🎙️ Ep. 56 · Andrew Grauer, Co-Founder & CEO of Learneo | Ed on the Edge
Saanya Ojha
Claude 4.5: The Strong, Silent Type of AI
Scale Venture Partners
Introducing our GTM benchmark tool
Euclid Ventures
Founders on Hiring in the AI Era
A16Z
Anatomy of an enterprise platform company
A16Z Growth
Anatomy of an enterprise platform company
Conor Witt · Conor Witt
The Data Tapes Edition #31
A Wealth of Common Sense · Ben Carlson
How Do You Invest During a Bubble?
Ian's Blog: Nominal Returns · Ian Gutterman
My Hurricane Katrina Retrospective
Abe Murray
AlleyCorp Deep Tech | September 2025 Newsletter
Abe Murray
AlleyCorp Deep Tech | September 2025 Newsletter
Emergence Capital
Emergence Dispatch: Founder Power Edition
First Round Review
Go Deep to Build Fast: A Research Thinking Toolkit to Speed Up the Discovery Phase
Saastr
The Great SaaS Price Surge of 2025: A Comprehensive Breakdown of Pricing Increases. And The Issues They Have Created for All Of Us.
Dawn Capital
Curtains for Compliance Theater: Why we invested in Oneleet
The Sociology of Business · Ana Andjelic
CMO as a showrunner
Pascal
Getting Reps Productive Fast
Saastr
Dear SaaStr: We Have a Sales-Led Motion and SMB Customers And The Economics Aren’t Working
Glasswing VC
AI Atlas: Why Phi-4 Prefers Data Quality over Quantity
Tomasz Tunguz · Tomasz Tunguz
Data & AI Infrastructure Are Fusing
Multicoin Capital
IBRL

Wednesday, 1 October 2025

17 pieces
LDV
Your Bathroom Will See You Now
Equal Ventures
Climate is NOT Cancelled
Insight Partners
Apiphani Raises $25M Series A Led by Insight Partners to Help Redefine Mission-Critical Application Management with AI
Feld Thoughts · Brad Feld
Break the Fast With Me and Sue Heilbronner in Longmont on 10/2
Saanya Ojha
SORAing Over the Uncanny Valley
Insight Partners
Apricot announces Series A led by Insight Partners, cementing its position as a category leader in post-acute care
Saastr
5 Interesting Learnings from Wealthfront at $340,000,000 in “ARR”
Brian Sugar
The Pipes Are Full. Own the Water.
Amir Kabir
Edition 14 | 2025 — Digitizing Collateral: The New Infrastructure for Private ABL
Insight Partners
AWARD: GrowthCap Top Software Investors of 2025
Next Big Thing · Nikhil Basu Trivedi
Benable
USV
Electroflow
Thomas Reiner
Uber (UBER) - Q2 2025 Earnings Call
Thomas Reiner
DoorDash (DASH) - Q1 2025 Earnings Call
Thomas Reiner
Expedia (EXPE) - Q2 2025 Earnings Call
The Data Source · Priyanka Somrah
The State of Agentic Systems – September 2025
Thomas Reiner
DoorDash (DASH) - Q2 2025 Earnings Call
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