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MON 05 OCT 2026 · 121 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 & ClimateConsumerBanking & Capital MarketsManufacturing & IndustrialsMarketing & Sales TechRoboticsCybersecurityRetail & E-commerce

Tuesday, 19 November 2024

20 pieces
Scale Venture Partners
Building the next generation of hardware: Why AI-powered engineering tools matter
Supercruise
Unearthing Opportunity
Deepwater Asset Mgmt
Waymo’s Too Small For GOOG Investors Today, Overtime That Will Change
Deepwater Asset Mgmt
Tesla’s Two Ridesharing Business Models Come More Into Focus
Battery Ventures
Those Big AI Funding Rounds May Be Making AI Companies Distracted—While Making Nvidia and Growth Investors Rich (At Least for Now)
Battery Ventures' Substack
Those Big AI Funding Rounds May Be Making AI Companies Distracted—While Making Nvidia and Growth Investors Rich (At Least for Now)
A Wealth of Common Sense · Ben Carlson
The Miracle of U.S. Equities
CRV Insights
#PowerToTheElectrificationChampion — Charging Into the Future and CRV’s Investment in Flipturn
Saastr
The Arguments For Not Raising at a Unicorn Valuation
Sequoia
Partnering with Rox: Every Seller Needs an Agent Swarm
The Micromobility Newsletter · Team M
US E-Bike Industry Braces for More Tariffs
Not Boring · Packy McCormick
[untitled]
Saastr
Scaling Customer Success from 0-5,000 Customers with Drata’s VP of Customer Success and VP of Customer Experience
Lenny's Newsletter
How to become a supermanager with AI
Jeff Morris Jr.
The Handmade Internet
Jeff Morris Jr.
The Handmade Internet
Saastr
Dear SaaStr: Which Tactics Always Work to Drive Down Churn, and Drive Up Retention?
Deconstructor of Fun
Meta x Kwalee: Leveling Up Mobile Gaming with Hybrid Monetization and AI
Madrona Ventures
AI Agents Are Stuck in First Gear, but 2025 Will Change That
AfterWork Reading
Investment Notes: Primary

Monday, 18 November 2024

20 pieces
Susa Ventures
Our Investment in Fanstake
Pirate Wires · Mike Solana
An Inside Look at the “Dark MAGA” Video Edit that Captivated X
Insight Partners
Q&A with Insight Partners’ Arjun Mehta and Exiger’s Brandon Daniels: AI’s impact on supply chain risk management
Clouded Judgement · Jamin Ball
ServiceTitan: Benchmarking the S1 Data
Deciens
Epistula #9: Heroic Assumptions vs. Heroic Outcomes
South Park Commons
SPC's Request for Curiosity
Lerer Hippeau
Please welcome Ayoh Foods, Molly Baz’s next-level, saucy mayo brand
Janelle Teng
Moonvalley: Revolutionizing enterprise video generation with clean and controllable machine learning
Lolita Taub
🍌 Harris, Trump, Banana, +$1M funding opportunities, US & LATAM VC-startup markets, list of investors to pitch, and more
John Tough
HQ Expansion
Stratechery
A Chance to Build
Sammy Abdullah
Q3 2024 Venture Investing and M&A Data
Saastr
It’s Taking Longer and Longer to IPO. 13.6 Years Or More For The Next Batch.
The Idea Maze · Rob Go
Bryce Roberts - Indie.vc
Climate Tech VC
🌎 The UN gives (carbon) credit where it’s due #223
Radical VC
The future of enterprise work
Jamesin · Jamesin Seidel
A Fall From Grace
The Sociology of Business · Ana Andjelic
The new luxury strategy
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investors Love Cash Flow
European Tech Weekly
European Tech Weekly - Week 46 - 2024
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