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WED 23 SEPT 2026 · 70 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

Saturday, 2 November 2024

5 pieces
Stage 2
Balancing Users and Buyers in Product-Led Growth
Ed Sim
What’s 🔥 in Enterprise IT/VC #418
Kiera Klinsky
Dartmouth and Doing Hard Things
Saastr
Dear SaaStr: What Really Happens When a Company Buys Another One?
Point72 Ventures
TechCrunch: 49 US startups have become unicorns so far in 2024: Here’s the full list

Friday, 1 November 2024

21 pieces
A Wealth of Common Sense · Ben Carlson
Don’t Take Financial Advice From Hedge Fund Managers
Pirate Wires · Mike Solana
Taylor Lorenz’s History of Lies
Deepwater Asset Mgmt
Google Shows Early Signs of Navigating Generative AI
Deepwater Asset Mgmt
Apple Intelligence Will Be Worth the Wait
Pirate Wires · Mike Solana
What Went Down at Hereticon II: Apocalypse Ball (Day Two)
Vinod Khosla
How to Hire an Executive
99% Derisible · Yoni Rechtman
Seed investors should buy common stock
Munich Re Ventures
Painting a Secure Picture — How Abstract Security Enables a Modern SOC
My Climate Journey · Jason Jacobs
Why Kamala Harris is the Climate and Clean Energy Leader We Need
Net Interest · Marc Rubinstein
All the Devils
Newcomer · Eric Newcomer
Musk’s Trump Play Looks Corrupt & Possibly Effective
Clouded Judgement · Jamin Ball
Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Saastr
The 3 Financial Plans You Need for Next Year: C-90, C-60 and C-10 (Updated)
Movements · Adam Feldman
New York Startup Infinite Machine Secures $9.3 Million for High-Performance Electric Scooter P1 | November 1st, 2024
CRV Insights
#PowerToTheStoryteller — IPO Lessons From Doug Madey
Not Boring · Packy McCormick
Weekly Dose of Optimism #118
Saastr
The Top Marketing Strategies for 2025 Growth with the CMOs of Snowflake, LinkedIn, and Carta 
Sajith Pai
Wisdom Productivity, AI, Illiquid Careers, and the Vague Tech Canon
Saastr
Dear SaaStr: When Should a SaaS Company Allow Month-to-Month Contracts vs. Requiring Annual?
Frankly Speaking · Frank Wang
Breach simulation is a complicated market
OpenVC.app
Why Founder-Led Sales is so powerful for startups

Thursday, 31 October 2024

14 pieces
Joe Lonsdale
Lessons from Palantir in the AI Age
David Teten
R136 Ventures Tech Stack: $400m AUM B2B enterprise software and fintech
Abe Murray
AlleyCorp Deep Tech | October Newsletter
Abe Murray
AlleyCorp Deep Tech | October Newsletter
Sequoia
Partnering with Decart: The Future of AI-Generated Experiences
Revolution Ventures
Revolution Growth’s Latest Investment in Healthcare and AI: Pathos, the Company Re-Engineering the…
Alex Lazarow · Alex Lazarow
Breaking the Mold: Fun Conversation with Endeavor on Scaling Innovation Beyond Silicon Valley
Meritech
2024 Meritech Annual Meeting Market Insights
Kojo Osei
Ambient devices; ambient apps
Memory Leak
The Three Components of the Unstructured Data Stack
Madrona Ventures
Madrona Prize Awarded to AI Assisted Team Communication Research
Sequoia
Partnering with Tola: Cash-Flow Management for Small Businesses
Euclid Ventures
The Next Chapter for Vertical Software
Grant Gregory
Announcing Motion Blur
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