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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, 31 October 2024

19 pieces
Newcomer · Eric Newcomer
The Founders Writing Checks into Silicon Valley’s Top AI Startups
Craft Ventures
Why We Invested in Endeavor.ai
Dash Media
Introducing First Rodeo | 🎙️ Ep 1 · Danny Goldman: Co-Founder & CEO of Mako
Glasswing VC
AI Atlas: What is an AI Agent, Really?
Madrona Ventures
Beyond the Model: Taking AI From Prototype to Production with Unstructured’s Brian Raymond
Saastr
How Much Content Is Too Much?
Obvious Ventures
Why We Invested in Ataraxis
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Hiring an M&A Banker
USV
Our Investment in Glow Protocol: DePIN at the Edge of Energy Markets
The Micromobility Newsletter · Team M
Sur-Ron Killer? Our NIU XQi3 Dirtbike Review Is Here
A Wealth of Common Sense · Ben Carlson
Stocks, Rates & Gold: What’s Going on Here?
Conor Witt · Conor Witt
The Data Tapes Edition #9
Saastr
6 Of The Most Common Mistakes I See First Time SaaS Founders Make
Lenny's Newsletter
4 questions Shreyas Doshi wishes he’d asked himself sooner | Former PM leader at Stripe, Twitter, Google
Maersk Growth
Fueling the Future: Riding the Tides of Innovation and Sustainability
Acrew Capital
All in on AI, the first Financial Services AI Adoption Index by Acrew Capital & Money2020
Acrew Capital
ANNOUNCING: All in on AI, the first Financial Services AI Adoption Index by Acrew Capital & Money…
Acrew Capital
Cornerstone AI: Making real-world data clean, actionable, and reliable
Acrew Capital
Cornerstone AI: Making real-world data clean, actionable, and reliable

Wednesday, 30 October 2024

21 pieces
Abhishek Maran · Abhishek Maran
Risk Tolerance is Earned
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Understanding Federal Agencies
Lotus Capital
Wearable Healthcare Technology: Transforming Health from a Startup Perspective
Pirate Wires · Mike Solana
What Went Down at Hereticon II: Apocalypse Ball (Day One)
Venture Unlocked · Samir Kaji
The blueprint for starting a new firm with Chemistry Ventures, including the work needed before choosing your partners and non-consensus decision making.
Insight Partners
Rollstack – Behind the Investment
Turner Novak
🎧🍌 She Beat the Market 15 Years in a Row | Lisa Rapuano
Dash Media
🎙️ Ep 29 · GSV Founder & CEO Michael Moe: AI Completely Transforms Education | Ed on the Edge
First Round Review
How to Build a Billion-Dollar Marketplace — Do’s and Don’ts from the Growth Expert Behind Grubhub, Pinterest, and More
Sammy Abdullah
SaaS Spend Categories as Percent of Revenue
Jamesin · Jamesin Seidel
Some thoughts on AI avatars...
Saastr
5 More Interesting Learnings From HubSpot at $2.4 Billion in ARR
NextView VC
Why We at NextView Ventures Are Investing in Evertune: Crafting Brand Voices in the LLM Age
Saastr
How to Avoid a Bad VC Investor with SaaStr CEO and Founder Jason Lemkin
BBG Ventures
Investing in the Polycultural Future of America
NextView VC
Four Tricky VC Questions and How To Handle Them
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Cost of the American Dream
Madrona Ventures
Investing in Archon: Pioneering Next-Gen Antibody Therapies with AI & Computational Protein Design
Kyle Poyar's Growth Unhinged · Kyle Poyar
From selling access to selling work (and what it means for you)
Digital Native · Rex Woodbury
The "Why Now" for Healthcare
Qasim Mohammad
10 Questions with Marianne Fonseca
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