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THU 24 SEPT 2026 · 86 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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Wednesday, 1 October 2025

13 pieces
Not Boring · Packy McCormick
Thatch
Saastr
It’s Not Just You. Everyone Is Paying a Lot More for AI Engineers. Especially Equity.
Entrepreneur First
Portfolio News | September 2025
Thomas Reiner
DoorDash TAM Expansion and a Push into POS Systems?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Retail is Outperforming
Pascal
How Pump hires top sales talent
F Prime
The State of Wealth in 2025
Kyle Poyar's Growth Unhinged · Kyle Poyar
A new chapter
Kyle Poyar's Growth Unhinged · Kyle Poyar
A new chapter
Digital Native · Rex Woodbury
Speculation Nation
Saastr
Dear SaaStr: How Long Should New Account Execs Get to Make Quota?
Heartcore
🧵 Heartcore Insights
Earnest Sweat
Mamba in the Middle

Tuesday, 30 September 2025

27 pieces
makers + builders · Parul Singh
The Barbell Venture Market
Saastr
Join Snowflake’s CRO + CMO and More at SaaStr’s Digital AI Day NEXT WEEK October 8!! It’s FREE and Streaming!!
Twelve Below
Dispatch announced the close of an $18 million Series A funding round led by Brewer Lane Ventures…
Sequoia
Aspora Spotlight
Sequoia
Aspora Spotlight
Sam Altman · Sam Altman
Sora 2
A Wealth of Common Sense · Ben Carlson
Why is the Stock Market Up So Much in the 2020s?
Saanya Ojha
Synthetic Social: The Next Chapter of the Internet
Frankly Speaking · Frank Wang
Will security companies disappear?
Jeff Morris Jr.
The New Neighborhood Watch
Mike Maples Jr.
The Heresy of Breakthrough Startups
Newcomer · Eric Newcomer
OpenAI Is Now the Tech Economy's Atlas, Holding Valuations on its Shoulders
Felicis
Our Investment in Periodic Labs
Venture Upward · David Beisel
Start Your Own Firm Now
Collin Wallace
Your Job Won't Survive AI—But Your AI-Powered Business Will
Annelies Gamble
The Public Procurement Paradox: High Stakes, Low Tech
Saastr
When Should You Sell Your Startup? A Basic 5 Point Framework
Scott Hartley
Healthcare Comes Full Circle: Joseph Schneier with Jenny Fielding
Clouded Judgement · Jamin Ball
Navan: Benchmarking the S-1 Data
Insight Partners
Optimize first, automate second: Three AI flaws to avoid
Lenny's Newsletter
Introducing the GAIN framework for feedback: an evidence-based approach to giving feedback that people love, appreciate, and act on
Lenny's Newsletter
Introducing the GAIN framework for feedback: an evidence-based approach to giving feedback that people love, appreciate, and act on
Jamesin · Jamesin Seidel
Visibility Is the New Moat
Saastr
Iconiq’s State of Software in 2025: Forward Deployed Engineers Up 12x; 55% of GTM is Now in Post-Sales; 2025 Is Crushing 2024 For Funding
Felicis
Our Investment in Assort Health
Incisive VC
EssentialsOnly – My 30 Days of Stoic October
Saastr
Dear SaaStr: How Common Is It For Series A Investors To Get The Right to Block a Sale?
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