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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Tuesday, 30 September 2025

9 pieces
Deconstructor of Fun
The DoF Masterclass: From an Idea to Scale at a Supersonic Speed
Making Connections by Jax · Jax Vullinghs
Invest Australia, Emergent Intelligence & Robotics
First Round Review
Technical Debt
First Round Review
Cash Runway
First Round Review
ARPU
First Round Review
Break-Even Point
First Round Review
Growth Hacking
Sequoia
Cross-Border Banking Takes Center Stage
Tomasz Tunguz · Tomasz Tunguz
Adding Complexity Reduced My AI Cost by 41%

Monday, 29 September 2025

24 pieces
Greylock News
Obsidian’s Quiet Climb to the Top of SaaS Security in the Age of AI
Next Big Thing · Nikhil Basu Trivedi
Anything
Building Rome(s) · Aadil Maan
🔐 TPM Microguide: Skills That Will Matter for TPM To Be AI Ready
The Micromobility Newsletter · Team M
Lime Gears Up for Paris Renewal, Set to Cut E-Bikes by 30%
Incisive VC
One of the Fastest Ways to Torch Investor Trust? Fuzzy Revenue Math
Saanya Ojha
Google Gets Into a Physical Fight
Greylock News
Obsidian’s Quiet Climb to the Top of SaaS Security in the Age of AI
Climate Tech VC
🌎 Talk of the town at NYCW #264
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in the All Weather Strategy
Josh Elman
50
Saastr
“Non-Dilutive” Financing Has Its Place. But It Isn’t Free. And It Can Be Quite Dilutive.
Dash Media
EIEIO...Follow the Leader
The Sociology of Business · Ana Andjelic
The great retail romance
Saastr
Enterprise Partnerships Bootcamp: How to Land, Scale, and Win with Linear’s COO, Omni’s CEO, Theory Ventures’s Tunguz, and Vesey Ventures
Lenny's Newsletter
The secret to better AI prototypes: Why Tinder’s CPO starts with JSON, not design | Ravi Mehta (product advisor, previously EIR at Reforge)
White Star Capital
High-quality education for all: why we invested in MyEdSpace
Michael Greeley
Wedding Bell Blues…
Saastr
Dear SaaStr: I’m a Top Account Executive. I Think I Want to Go Into Management, But I’m Not Sure
Akash Bajwa
AI Product Management and Evals with Aman Khan, Arize AI
Tomasz Tunguz · Tomasz Tunguz
The Future of AI Data Architecture: How Enterprises Are Building the Next Generation Stack
7wire Ventures
Redefining the Benefits Equation: Innovation in Employer Healthcare
7wire Ventures
7wire Ventures Presents: Top of the Ladder Featuring Zerigo Health CEO Lisa Rometty
Dash Media
The GSV Big 10: The View From the Caboose
Tomasz Tunguz · Tomasz Tunguz
From A to B Without Inventing Letters

Sunday, 28 September 2025

7 pieces
Insight Partners
Looking to Improve Sales Rep Performance? Start with Hiring and Onboarding.
Forerunner Ventures · Forerunner Ventures
The CQ | 5.5+ Million Rings
Saanya Ojha
🧾 Weekly Wrap Sheet (09/26/2025): Paradoxes, Power, Pedagogy, Pageantry & Pulse
Saastr
Can AI Agents Really Manage Other Agents? They Can in Replit V3. It’s So Cool — But Also More Work, Not Less. What I’ve Learned
Apex Venture Studio
You Gotta Invest in What You Know
Jamie Tomalin
Dealing with the Content Sprawl
Investing in AI · Rob May
Why Google Will Win The AI Race
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