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SAT 19 SEPT 2026 · 83 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 ToolsFintechEnergy & ClimateConsumerRoboticsMarketing & Sales TechCybersecuritySemiconductorsRetail & E-commerceManufacturing & Industrials

Friday, 26 June 2026

10 pieces
Alex Lazarow · Alex Lazarow
Every Technology Wave Builds A Trust Layer. AI Is Building Its Now.
7wire Ventures
Anish Aitharaju Joins 7wire Ventures as Investment Principal
Saastr
We Crossed 200,000 YouTube Subscribers: The Fastest-Growing Content Is Us Running AI Agents in Public
Not Boring · Packy McCormick
Weekly Dose of Optimism #199
Pat McGovern
Deployment Is All You Need
Saastr
20VC x SaaStr: Google Loses Two Generational Scientists in 48 Hours, the $725B Question Wall Street Is Finally Asking, and Why #3 in AI Is a Death Sentence
Saastr
How HappyFox Closed $1M in Expansion on a $20 AI Agent Spend with CEO Shalin Jain
Cathay
UpDoc: The Future of Autonomous Clinical Care
Brian Sugar
Om Malik, 1966 to 2026
Tomasz Tunguz · Tomasz Tunguz
What If There Is No Moat Yet?

Thursday, 25 June 2026

27 pieces
Nikunj Kothari
the Series A squeeze
Hunter Walk
Let’s Learn Together: Financial Tools Startup Ambrook Spent Six Weeks Helping Their Entire Team…
Hunter Walk
Let’s Learn Together: Financial Tools Startup Ambrook Spent Six Weeks Helping Their Entire Team Adopt AI. And Now They’ve Open Sourced the Materials
Making Connections by Jax · Jax Vullinghs
Frontier: What we built to assess 500 applications in 3 weeks
A16Z Crypto
Prediction markets just posted their third straight record-setting week
Harlem Capital
Inside Dorm Room Fund: How to Invest First in 8 Unicorns
Saanya Ojha
Open Weight, Heavy Impact
Newcomer · Eric Newcomer
CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages
USV
The Rebel Alliance
Turner Novak
🎧🍌 Why Pre-Seed Investing Has Never Been Harder | Charles Hudson, Precursor Ventures
Saastr
What VCs Are Hunting Today: $100B in 10 Years
A16Z
NASA’s Artemis II Mission
A Wealth of Common Sense · Ben Carlson
$150,000 or $1.5 Million or $5 Million
Abe Murray
AlleyCorp Deep Tech | June 2026 Newsletter
Insight Partners
Insight Partners Announces 2026 CIO Council
The Micromobility Newsletter · Team M
Lime S1 Update: Implied Valuation at $1.5-1.7 Billion
A16Z
Investing in Netris
Saastr
Amjad Masad and Me at SaaStr AI 2026: The Agents We Actually Built, and What Replit’s Founder Thinks Comes Next
Scott Hartley
Traditional vs. Thin Companies
Melody Koh · Melody Koh, Partner @ NextView
Wrapping the Unpredictable Genius
First Round Review
How Supabase became the essential infrastructure for the AI era | Paul Copplestone (Co-founder, CEO)
Saastr
Booking.com for Business Shipped a Free Expense Tool in 6 Weeks. Don’t Copy the Tool, Copy the Sequence.
Ascend
Seattle's Shadow C-Suite
Cathay
Behind the Term Sheet: Theker Robotics’ $85M Series A
OpenVC.app
An LP take on VC portfolio construction
Tomasz Tunguz · Tomasz Tunguz
Full Sail on Asynchronous Inference
Multicoin Capital
Hyperliquid (HYPE) Analysis & Valuation

Wednesday, 24 June 2026

3 pieces
Tanay Jaipuria · Tanay Jaipuria
Build the Agent or Power the Agent?
Vickram Pradhan
Some of you may die
Earnest Sweat
The Binary Outcome Trap
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