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WED 23 SEPT 2026 · 69 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 ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsRetail & E-commerceSemiconductors

Thursday, 14 November 2024

5 pieces
Lenny's Newsletter
Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
Ed Sim
Tessl — AI Native Software Development — Welcome to boldstart!
Saastr
Dear SaaStr: I Just Got My First SaaS Job 6 Months Ago and Now I Want to Quit. How Do I Tell My Boss?
First Round Review
Steve Blank’s new survival checklist for innovators
The Generalist · Mario Gabriele
The Bitter Religion: AI’s Holy War Over Scaling Laws

Wednesday, 13 November 2024

24 pieces
Insight Partners
Top takeaways, quotes, and highlights from ScaleUp:AI 2024
Pirate Wires · Mike Solana
Technologies of Transcendence
Newcomer · Eric Newcomer
The AI Startup Fantasy Draft
Lotus Capital
Genomics and Genetic Testing: Looking at the Future of Personalized Medicine
Pirate Wires · Mike Solana
Anti-Trump Feminists Declare Sex Strike (Men Generally Cool With It)
The Data Source · Priyanka Somrah
The Data Source #26 | Rethinking Data Catalogs and Query Engines 🧙
Sarah Downey
Common mistakes people make about the Enneagram
Core VC
Saving Private Practice
Twelve Below
Fort Health
Scale Venture Partners
AI GTM flash survey: How marketing teams are actually using AI
Dash Media
🎙️ First Rodeo Ep 2 | Patrick Gilligan · Founder & CEO of SOMETHINGS
Extantia Capital
The Power 12: Essential Traits to Go the Distance and Finish Big
Saastr
5 Interesting Learnings from Klaviyo at Almost $1 Billion in ARR
Glasswing VC
A Portfolio on Fire: Glasswing Companies Sweep BostInno Fire Honoree List
Julia Maltby
From Chatbots to Thought Leaders: AI’s Quantum Leap in Sales
The Micromobility Newsletter · Team M
Micromobility America Starts Tomorrow!
Not Boring · Packy McCormick
The Trump Bubble
Saastr
Samsara’s Rise to Vertical SaaS Leader and $1B+ ARR with Samsara’s CEO and Co-Founder, Sanjit Biswas and SaaStr CEO and Founder Jason Lemkin
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Bitcoiners Won
Kyle Poyar's Growth Unhinged · Kyle Poyar
The 10 biggest mistakes I made bootstrapping to $1M ARR
Digital Native · Rex Woodbury
The Evolution of the Creator
Madrona Ventures
Archon’s Jamie Lazarovits on Unlocking the Full Power of Antibodies With AI
Greylock News
How Snorkel’s Obsession with Data Fuels Its Success in Enterprise AI
Nikunj Kothari
Don’t Settle

Tuesday, 12 November 2024

11 pieces
Pirate Wires · Mike Solana
Is Technology Destroying Marriage?
Lowercarbon
Bring Your A Game to the Series B
Lowercarbon
Bring Your A Game to the Series B.
A Wealth of Common Sense · Ben Carlson
30% Up Years in the Stock Market
Greylock News
How Snorkel’s Obsession with Data Fuels Its Success in Enterprise AI
Sammy Abdullah
2023 SaaS Cash Efficiency relative to Growth
Susa Ventures
Welcoming Sheila Tran to Susa Ventures
Susa Ventures
Welcoming Sheila Tran to Susa Ventures
Saastr
Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021
CrossStack
Balancing Sales and Risk in Fintech Lending
The Micromobility Newsletter · Team M
Paris Accelerates Car Ban
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