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SUN 11 OCT 2026 · 127 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 ToolsEnergy & ClimateFintechConsumerMarketing & Sales TechManufacturing & IndustrialsRoboticsBanking & Capital MarketsSemiconductorsCybersecurity

Wednesday, 25 September 2024

2 pieces
7wire Ventures
Bridging the Rural-Urban Divide: Cultivating Digital Health Innovation in America’s Heartland
Tomasz Tunguz · Tomasz Tunguz
Interwoven with Initia

Tuesday, 24 September 2024

23 pieces
Extantia Capital
Climbing the Pyramid — Key Lessons from Our Ripple at The Drop on Demystifying Offtake Agreements
Newcomer · Eric Newcomer
AI + Robots, YC Preview & Why the Cool Kids Keep Picking on Tech
99% Derisible · Yoni Rechtman
Customers pay much more for services than software
A Wealth of Common Sense · Ben Carlson
The Middle Class: Feelings vs. Finances
USV
Daylight↗Crypto
USV
Daylight
Frankly Speaking · Frank Wang
Security risk is hard
Jamesin · Jamesin Seidel
Analysis of YC's Latest S24 Batch
Scale Venture Partners
AI SOC Analysts: LLMs find a home in the security org
Dash Media
Intimate Machines 🤖
NextView VC
We’re Hiring a Network Operations Associate at NextView
Sammy Abdullah
Q2 SaaS Payback Period at 64 Public Co’s
Saastr
No, It’s Not Any Harder to Get Funded Today. Not Really.
Travis May
Reflections on the first year of Shaper Capital
Lenny's Newsletter
State of the product job market, part 2
Michael Palank
The Evolution of Applied AI & Robotics
Stratechery
Enterprise Philosophy and The First Wave of AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Opportunities in Commercial Real Estate
Kevin Stevens
Transcendent Ideas
Saastr
Dear SaaStr: What 3 Mistakes Did You Make in Your SaaS That You Wish You Could Go Back in Time and Fix, to Accelerate Growth?
European Tech Weekly
European Tech Weekly - Week 38 - 2024
Ada Ventures
Why we invested: Low Carbon Materials
AfterWork Reading
The AI Advantage: 8 conditions for AI-powered service business to shine

Monday, 23 September 2024

15 pieces
Tanay Jaipuria · Tanay Jaipuria
AI's Impact on Software: Disruption or Expansion?
7wire Ventures
7wireVentures Presents: Top of the Ladder Featuring GroundGame.Health Co-Founder and CEO Susan Rawlings Molina
Collaborative Fund
Your Way Is the Only Way
Maveron
Is Costco the World’s Most Loved Consumer Brand?
Newcomer · Eric Newcomer
Apply to Attend the Cerebral Valley AI Summit on Nov. 20 in San Francisco
Deconstructor of Fun
Daily Missions in Puzzles: Why should we see them more often?
Matt Brown
VerticalSoftware.FYI
Pirate Wires · Mike Solana
Endorsements for Human Civilization (November 2024)
Lenny's Newsletter
Get Perplexity Pro free for 1 year
Seth Bannon
Startups are like blitz chess
Munich Re Ventures
FinOps Fitness — How Functional Finance Gets MGA Financial Operations in Top Shape
Greylock News
Welcome, Sophia Luo!
Sammy Abdullah
Q2 2024 YOY SaaS growth of 64 co’s
Obvious Ventures
Why We Invested in Pyka
Radical VC
Introducing the Radical AI Founders Compute Cluster
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