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THU 24 SEPT 2026 · 84 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 MarketsData & Analytics

Wednesday, 27 August 2025

13 pieces
Amir Kabir
Edition 9 | 2025 — The Rise of AI-Driven Risk Transfer in Climate Infrastructure
Insight Partners
InstaLILY Raises $25M to Bring AI Teammates to the Frontlines of Distribution
Brian Sugar
The Distribution IS the Brand
Saastr
Wix: The Unexpected New Threat to Replit and Lovable? A Deep Dive into How Its Vibe Coding App is Now Growing Just As Fast, Or Close To It
Fintech Ruminations
Not All Tokens Are Equal: The Legal Wrappers Behind Tokenization
Fintech Ruminations
Not All Tokens Are Equal: The Legal Wrappers Behind Tokenization
Sammy Abdullah
SaaS Cash Efficiency Trends of 63 SaaS IPO’s
Emergence Capital
Emergence Dispatch: August Momentum Edition
Battery Ventures
Judicial Intelligence for High-Stakes Litigation: Why We’re Backing Bench IQ
A Wealth of Common Sense · Ben Carlson
Animal Spirits: State of the American Investor
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your next job will require AI skills
Saastr
Dear Should: Should Sales Execs Do Implementation Themselves?
Tomasz Tunguz · Tomasz Tunguz
The Second-Order Effects of AI

Tuesday, 26 August 2025

27 pieces
Nikunj Kothari
Main Character
Lowercarbon
The Calm Before and After the Storm
Saastr
SEM Rush: If You Get In The “Top 10” For SEO, You Probably Will Be There in AI Search, Too. But — Differently.
Newcomer · Eric Newcomer
Is Venture Broken? With Beezer Clarkson
Matthew Mandel
The Top Three AGI-Proof Careers and What They Reveal About Our Humanity and The Future
Thomas Reiner
How Hotels Can Thrive in an Agentic AI World: From SEO to MCP
Natalie Sandman
Joining Comulate
Building Rome(s) · Aadil Maan
How to Win at Building AI Products
Saanya Ojha
Banana-Pilled: Google's AI Image Editor Is No Joke
A Wealth of Common Sense · Ben Carlson
Is this 1996 or 1999?
Annelies Gamble
The New Industrial Intelligence Stack
Phin Barnes
Claire Hughes Johnson (Stripe) x Gretchen Howard (Robinhood) on the COO job
Jarrod Dicker
The Train Already Left
First Round Review
To Learn a New Market, Start by Building Your Product — Tactics From a Twitter PM Turned Healthcare Founder
Collin Wallace
You Can't Hire Trust
Frankly Speaking · Frank Wang
The New Commandments of Security Teams
Sammy Abdullah
S&M Spend Efficiency of 63 SaaS IPO’s
Generative Value · Eric Flaningam
Open Source Business Models: Notes on Profiting from Free Software
Lenny's Newsletter
Taking the week off + a newsletter cadence update
Scott Hartley
Listen Up with Auditive: Daniel Faddoul with Alberto Escarlate
Saastr
A Tale of Two Markets: The Winners and Losers so Far in 2025
Jeff Morris Jr.
Non-Consensus is Dead. Long Live Non-Consensus.
Not Boring · Packy McCormick
The Electric Slide
On My Mind · Michael Dempsey
Bitter Lessons From HALO'd Companies
Flare Capital
Billions in Play: Healthcare AI’s Race for Market Dominance
Stratechery
U.S. Intel
Saastr
Dear SaaStr: How Important Is a Strong LinkedIn Presence Today?
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