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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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Monday, 18 August 2025

20 pieces
Radical VC
Will Reinforcement Learning Take Us To AGI?
The Micromobility Newsletter · Team M
NIU Reports Strong Q2 with 350K Units Sold
Saanya Ojha
The AI Tragedy of the Commons is Here
Obvious Ventures
Beyond Words: Why Physical AI Is the Next Frontier
Saastr
Palantir is Now Worth More ($420B) Than Salesforce ($230B) — With 1/10th The Revenue. Does This Make Sense? It Might.
Insight Partners
Three emerging roles that signal where cybersecurity leadership is headed
Net Interest · Marc Rubinstein
NEW POD! An Update on Private Credit with Huw van Steenis
Sammy Abdullah
High Valuations, Flat Deals: Venture Capital’s Selective Betting
Saastr
Some Founders Are Savers. Some Are Spenders. Both are Often Taken Too Far.
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How to Invest in Futures
Deconstructor of Fun
5 Real Cases Where Better Data Questions Drove Game Growth
Nongaap Investing · Mike
[P] NSP: Inspirational or Attainable Goals?
The Sociology of Business · Ana Andjelic
What niche mags know about taste
Ryan Russell
Process Power — Advantage Built Through Hysteresis
Lenny's Newsletter
Using Veo 3 to create AI-generated music videos, like a Tiny Desk Concert with Notorious B.I.G. and Kurt Cobain
Saastr
Dear SaaStr: How Can I Get Outbound Going From Scratch in 30 Days?
Marque VC
Marque Joins U.S. Navy Tours with Industry program
A Wealth of Common Sense · Ben Carlson
Fishing and Investing
Dash Media
EIEIO...Beach Reads
Tomasz Tunguz · Tomasz Tunguz
Explore vs. Exploit in Agentic Coding

Sunday, 17 August 2025

8 pieces
AfterWork Reading
Investment Notes: OneMRI
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Saanya Ojha
Weekly Wrap Sheet (08/15/2025): Drops, Drumbeat, Deprecations, Dreamworlds & Decency
Saastr
The Ultimate SaaStr Sales & GTM Reading List: 30 Essential Articles Every Revenue Leader Must Read
Saastr
44% of SaaStr AI 2025 Sponsors … Had CEOs and COOs Who Did Booth Duty
Nongaap Investing · Mike
[P] TENB: Tenable Reasons to Sell
Lenny's Newsletter
Why ChatGPT will be the next big growth channel (and how to capitalize on it) | Brian Balfour (Reforge)
Saastr
Dear SaaStr: Is It Still Important Today To Have a Phone Number On Your Website?

Saturday, 16 August 2025

12 pieces
Dash Media
The GSV Big 10: Different Strokes...
Forerunner Ventures · Forerunner Ventures
The CQ | The Top Sports Prediction Market You Haven't (Yet) Heard Of
Lenny's Newsletter
🧠 Community Wisdom: The changing product development process, trials vs. freemium, critiquing in a public setting, SEO in the AI era, defining scope when everyone’s a stakeholder, and more
A16Z Crypto
A new playbook for TradFi
Saastr
The ServiceTitan AI Playbook: How CRO Ross Biestman Uses AI to Build a Merit-Based Sales Machine
Incisive VC
Reducing Friction at Scale — Founder One‑Pager
Incisive VC
RECAP: “What is Product Market Fit and how do you know when you have it?”
Saastr
Cracked vs. Slower Roll: Is There Any Room Left For The 40-Hour B2B Executive?
Jessie Harris
Wellthy Week 11
Kyle Harrison
Have Kids. Or Don't. But Have Kids.
Stage 2
Getting Started with Usage-Based Pricing
Ed Sim
What’s 🔥 in Enterprise IT/VC #459
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