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FRI 02 OCT 2026 · 95 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 ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsBanking & Capital MarketsCybersecuritySemiconductors

Saturday, 16 November 2024

2 pieces
Kevin Stevens
Kilowatts and Capital 11.16.2024 - Energy Twitter Heads to BlueSky
Saastr
Dear SaaStr: Do I Really Need a Top Brand VC?

Friday, 15 November 2024

17 pieces
Nikunj Kothari
Have Kids
Joe Lonsdale
Ep 101: Gov. Kevin Stitt — the Businessman Governor Standing Up to Special Interests
A Wealth of Common Sense · Ben Carlson
Are U.S. Stocks Overvalued?
Pirate Wires · Mike Solana
13 Tech Heavyweights Explain the Bitcoin Bull Run
Deepwater Asset Mgmt
Tesla Deliveries Should Still Accelerate Next Year Despite Tax Credit Ending
Newcomer · Eric Newcomer
LPs Shy Away from Growth Funds, Eye Specialized Early-Stage Managers
Net Interest · Marc Rubinstein
Lindy Bank
Uncork Capital
Stop blocking, start enabling — welcome, SurePath AI!
Movements · Adam Feldman
Flexible Insurance Models Are Transforming Micromobility Growth | November 15th, 2024
99% Derisible · Yoni Rechtman
An Abundance Agenda For NY
Saastr
Carta: 43.6% of All SaaS VC Funding is in the Bay Area Now
On My Mind · Michael Dempsey
The Bitter Religion: AI’s Holy War Over Scaling Laws
Clouded Judgement · Jamin Ball
Clouded Judgement 11.14.24 - Market Tipping to Growth
Not Boring · Packy McCormick
Weekly Dose of Optimism #120
Saastr
Trends for Building AI Solutions That Enterprises Can’t Resist with IBM’s GVP for Software and AI
Saastr
Dear SaaStr: What Is The Typical Timeline for Selling a Company?
Tomasz Tunguz · Tomasz Tunguz
Small but Mighty AI

Thursday, 14 November 2024

21 pieces
Scale Venture Partners
How we scaled this: Growing revenue by aligning sales & marketing
Saastr
Before You Start as a VP — Do a Real 60-Day Plan. And Make 100% Sure the CEO Agrees With It.
Level VC
October 2024 LP Update
A Wealth of Common Sense · Ben Carlson
Is the United States Going Broke?
Saastr
Salesforce is Hiring 1,000 Sales Execs … to Help Replace Humans with Agents
Equal Ventures
Inflation Sparks The Off-Price Boom
Equal Ventures
Inflation Sparks The Off-Price Boom
Turner Novak
🎧🍌 Recruiting From Zero to One | Nakul Mandan, Audacious Ventures
Scale Venture Partners
Q324 Flash update: Growth reacceleration holds steady
Core Innovation Capital
Saving Private Practice
Sammy Abdullah
Comparing profitable and unprofitable SaaS is surprising
Insight Partners
Fastino Emerges from Stealth With Task-Optimized LLMs — 1000x Faster Than Leading Models, No Need for GPUs
Ian's Blog: Nominal Returns · Ian Gutterman
S&P 6000: Irrational Exuberance
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Founder Compensation
Alex Lazarow · Alex Lazarow
Money 20/20 USA 2024: Insights and Innovations for the Future
Conor Witt · Conor Witt
The Data Tapes Edition #10
The Sociology of Business · Ana Andjelic
Conversation with the Right Hype
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
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