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SAT 19 SEPT 2026 · 81 new pieces this week

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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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsMarketing & Sales TechCybersecuritySemiconductorsRetail & E-commerceManufacturing & Industrials

Tuesday, 7 July 2026

5 pieces
Uma Chalik
⛵️ SARDINIA
Stratechery
A Script for Mark Zuckerberg
Meritech
Meritech Software Pulse | 02-July-2026
OpenVC.app
Why now is the time to invest in emerging markets
Tomasz Tunguz · Tomasz Tunguz
The FDE Arms Race: Why Every AI Company Is Spending Billions to Embed Engineers Inside Customers

Monday, 6 July 2026

24 pieces
Alfred Lin
Independence Day Thoughts: 250 Years of Building the Future
Alfred Lin
Independence Day Thoughts: 250 Years of Building the Future
Climate Tech VC
🌎 How corporates drive demand for FOAK projects #303
Lenny's Newsletter
🎙️ How I AI: Sonnet 5 review & How to run autonomous coding agents from your phone
Saastr
By Year-End, Anthropic Will Out-Earn Every Public Software Company Except Microsoft
Sammy Abdullah
The Price of Profitability in SaaS: A Lot of Valuation
LDV
Partnering with Staer to Deliver Spatial Intelligence and Physical AI for Autonomous Mobile Robotics
Radical VC
Radical Reads: The Future of AI Inference
Venture Unlocked · Samir Kaji
Crazy, and Rational: Venture's Cognitive Dissonance Moment
Insight Partners
Keyfactor Announces $1B+ Strategic Growth Investment Led by Summit Partners to Expand Leadership in Securing the AI and Post-Quantum Enterprise
Glasswing VC
Bloomberg Businessweek: High AI Capex Demand a ‘Multi-Year’ Cycle, Says Rudina Seseri
USV
Alqem
Lenny's Newsletter
How I run autonomous coding agents from my phone with OpenAI Symphony + Linear | Alessio Fanelli (Kernel Labs)
The Micromobility Newsletter · Team M
Lime Debuts on Nasdaq at a $1.7B Valuation
David Teten
How investors & consultancies can monetize their operational data
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How SpaceX Got Into the Nasdaq 100
Michael Greeley
Portugal – A Port in the Storm…
Deconstructor of Fun
The 30% Era Is Over. Google Play's Games GM Explains What Comes Next.
Akash Bajwa
The Stable Era: The Modularisation Of Post-Training
Building Rome(s) · Aadil Maan
Good Judgment Beats Good Prompts
A Wealth of Common Sense · Ben Carlson
The Mag 7 is Losing?
David Cahn
The Great AI Irony
Radical VC
The Future of AI Inference
Tomasz Tunguz · Tomasz Tunguz
AI Worldviews

Sunday, 5 July 2026

6 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (03/07/2026): Gatekeepers, Governance, Gravity & GPUs
Saastr
Tired vs. Wired: Our Deep Dive on Why Software Spend Is Up Record Amounts … Yet Half of SaaS Is Still Dying
Chamath Palihapitiya · Chamath Palihapitiya
The sovereign AI trade
Saastr
Google Cloud’s VP of Growth on Building an AI-Native Marketing Team: 8 Takeaways from SaaStr AI 2026
Alex Oppenheimer
Sticks, Stones, and Light Speed
Investing in AI · Rob May
The New Whitespace in AI

Saturday, 4 July 2026

5 pieces
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Dealing with a July 4th Organized by Scoundrels
Continuations · Albert Wenger
Happy 250th Anniversary, America!
Lenny's Newsletter
🧠 Community Wisdom: Quarterly planning and AI, cash vs. equity comp, paying for interview exercises, AI-powered outbound, compliance startup opportunities, and more
Kyle Harrison
An American Redemption
Saastr
Outbound Isn’t Dead. AI Just Radically Changed How It Works.
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