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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…
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Thursday, 21 August 2025

23 pieces
Dash Media
🎙️ Ep. 53 · Peter Bezanson, CEO of BASIS Education | Ed on the Edge
Jared Heyman
On the 5 archetypes of top YC founders
Mike Maples Jr.
Every Reframe Starts with a Refusal
Saanya Ojha
The 95% Problem: AI Isn’t Overhyped, Enterprises Are Underprepared
The Micromobility Newsletter · Team M
Big Rides, Small Space: Montreal’s Bike Gap
Euclid Ventures
The State of Vertical AI (Q2)
David Teten
Building an AI Tech Stack focused on Y Combinator companies
Saastr
Does It Matter How Fast You Get to $1B ARR, Within Reason? Probably Not.
A Wealth of Common Sense · Ben Carlson
Tripling Your Net Worth in 5 Years
Saastr
The Great AI Equalizer: How Legacy Players and Tiny Startups Are Suddenly Your Biggest Competitive Threat
Saastr
8 Top Tips to Building Your Very First Sales Comp Plan
Saastr
The 2027 AI Burnout Wave is Coming. It Will Make 2023 Look Like a Vacation. But We Can’t Slow Down.
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Measuring Eng Teams
Sammy Abdullah
The healthy B2B Sales Pipeline
The Sociology of Business · Ana Andjelic
Guest post: the magic of archetypes
Lenny's Newsletter
How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Jamesin · Jamesin Seidel
Some data I’ve found interesting…
Saastr
How To Do a QBR (Quarterly Business Review) Right
Brian Sugar
How Do You Work With Your Spouse Without Killing Each Other?
Madrona Ventures
Autonomous CRM: How Clarify Is Reinventing a $100B Category
Equal Ventures
Logistics x AI | The First Wave of Gen AI
Sequoia
Partnering with Abby Care: A Caregiving Revolution
Tomasz Tunguz · Tomasz Tunguz
Achieving Flow with AI

Wednesday, 20 August 2025

17 pieces
Abhishek Maran · Abhishek Maran
Flow State #1 - Non-consensus bets, AI pricing traps, chat limitations, and more
Saastr
The CFO is Dead, Long Live the Chief Automation Officer: What OpenAI, Rippling, and Gorgias Got Right (and Wrong) About AI
Battery Ventures
From LLM Wrappers to RL Sculptors: The Dawn of Reasoning AI
Radical VC
Launching Radical Talks
Saastr
OpenAI Crosses $12 Billion ARR: The 3-Year Sprint That Redefined What’s Possible in Scaling Software
Uncork Capital
How Great Teams Build: Lessons & Reflections from Working with Ivo
Madrona Ventures
AI Agent Hype vs Reality: What 150 Builders Shared at reAgent
Saanya Ojha
Beijing’s Robot Olympics: From Pratfalls to Protocols
NextView VC
Valuation Matters
Felicis
Rocket Fuel for AI: Why Reinforcement Learning Is Having Its Moment
Sammy Abdullah
VC Email Updates Done Right
Rougher Thoughts · Sarah Tavel
The benefits of writing code two days every week without AI, and why the percentage of code written by AI is a vanity metric.
Flare Capital
Investing in Cascala Health
Level VC
N-th Order Prediction Markets
Saastr
How To Transition from Founder-Led Sales: Why Most Get It Wrong and How to Get It Right
Amir Kabir
Edition 8 | 2025 — The Unbundling of Risk via Stablecoins
Sequoia
Partnering with Zed: The AI-Powered Code Editor Built from Scratch
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