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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

Friday, 4 October 2024

20 pieces
Ryan Caldbeck · Ryan Caldbeck
Baton Twirling, Overrated High Schools and What I Look For in Teammates
Deepwater Asset Mgmt
“We, Robot” Event Preview
A Wealth of Common Sense · Ben Carlson
“$500 is basically free these days”
Greylock News
49 of the Most Promising Fintech Startups
Madrona Ventures
Highlights From the 2024 IA Summit
Frankly Speaking · Frank Wang
Most security tools are too theoretical
Peter G Schmidt · Peter G Schmidt
AcuityMD and The State of Commercial Intelligence Tools
99% Derisible · Yoni Rechtman
Fix First, Conquer Later.
Newcomer · Eric Newcomer
VCs Bet on Translation & Voice Startups...OpenAI Closes Largest VC Round Ever...Q3 Deal Count Decline
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2024 IA40 Summit
Net Interest · Marc Rubinstein
The USA vs Visa
First Round Review
The Saboteurs That Threaten Innovation — And How to Handle Them
Clouded Judgement · Jamin Ball
Clouded Judgement 10.4.24 - Voice: The Next Computing Paradigm
Movements · Adam Feldman
Cruise Fined $1.5 Million for Failing to Report Driverless Car Incident Involving Pedestrian | October 4th , 2024
Saastr
How to Build a Product Customers Love and Drive Nearly $1B in Revenue Along the Way with Klaviyo CEO Andrew Bialecki
Not Boring · Packy McCormick
Weekly Dose of Optimism #114
Jordan Nel
Big funds, small funds, and the changing tide
Saastr
Dear SaaStr: I’m Now in My 30s. What’s Your Advice For a Great 4th Decade of Life?
Digital Native · Rex Woodbury
The Design of Everyday Things
yCombinator
Correcting the record for Continue and PearAI

Thursday, 3 October 2024

20 pieces
Nikunj Kothari
Agency
Joe Lonsdale
Ep 97: Jimmy John Built a Restaurant Empire; Government Almost Destroyed It
Saastr
Rippling Joins SaaStr Annual 2025 as a Diamond Sponsor!!
Thomas Reiner
ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
Dash Media
🎙️ Ep 25 · Dave & Helen Edwards: Co-Founders of Artificiality | Ed on the Edge
yCombinator
Join us at Startup School Europe in London - November 23
Notorious PLG · Zach DeWitt
Notorious: AI Growing Faster than SaaS
Lolita Taub
👊🏽 Special Edition: Ganas Ventures Invests in UnVale
Demren Sinik
The False Promise of the Humanoid
Euclid Ventures
The Seed-Stage Reckoning
Insight Partners
Sysdyne Technologies Secures Strategic Growth Investment from Insight Partners
Saastr
4 out of 800 Sales Execs Raised Their Hand. A New Low in SaaS Malaise?
Ian's Blog: Nominal Returns · Ian Gutterman
The Paradox of Workers Comp
Pirate Wires · Mike Solana
Let the Birdmen Fly
CRV Insights
#PowerToTheDeveloper Creating Meaningful AI Assistants and CRV’s Investment in Voyage AI
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Check Those References
A Wealth of Common Sense · Ben Carlson
5 Years of Spending in Retirement
Clouded Judgement · Jamin Ball
A Look Back at Q2 '24 Public Cloud Software Earnings
NextView VC
The Investment Memo
Menlo
$100M Anthology Fund 60-Day Update: A View Into AI Innovators
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