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SUN 20 SEPT 2026 · 96 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 & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Tuesday, 6 August 2024

26 pieces
Venture Upward · David Beisel
Playing Offense vs. Defense
A Wealth of Common Sense · Ben Carlson
3 Thoughts About the Market Correction
Equal Ventures
Habit Forming and Compounding – The Lindy Principle
Greylock News
A Radically Different, AI-Native Approach to Cybersecurity
All Raise
A Different Model: How a Women’s Sports Team Raised Capital like a Tech Startup
Frankly Speaking · Frank Wang
Compliance (GRC) engineering is promising
Insight Partners
Seeq Announces $50 million Series D Funding Round Led by Sixth Street Growth
Saastr
You Can’t Hire a VP That You Don’t Love
Ian's Blog: Nominal Returns · Ian Gutterman
Will FHCF Survive 2024 – Part II
Ben Futoriansky
Superhuman Powers for Superhero Developers
Sammy Abdullah
No more user based upselling
Saastr
70% Of You Use ChatGPT for Work All The Time
Ryan Shannon · VC @ Radical Ventures
Are we entering the golden era of AI productivity?
Radical VC
Unlearn AI introduces digital twin generators for psychiatric disorders
Not Boring · Packy McCormick
Radiant
Dash Media
Inventing Teleports
Ben Yoskovitz
What Comes Before Zero to One?
Lenny's Newsletter
On asking for help (even when you really don’t want to)
Obvious Ventures
Increasing access to life-saving medicine, one trial at a time
Saastr
Dear SaaStr: Is it Bad to Leave a Struggling Startup?
White Star Capital
Bringing stablebonds to DeFi: why we invested in etherfuse
Ada Ventures
Why we invested: PHINXT Robotics
BIG by Matt Stoller · Matt Stoller
BOOM: Judge Rules Google Is a Monopolist
Saastr
SaaStr Annual Running 105% of Last Year. This Week Is The Last Chance to Sponsor!!
BIG by Matt Stoller · Matt Stoller
Google's Trail of Crumbs
OpenVC.app
XPRESS Ventures' Newton Davis on Investing in Mobility, Supply Chain, & B2B SaaS

Monday, 5 August 2024

14 pieces
Tanay Jaipuria · Tanay Jaipuria
Big Tech's Guide to "M&A" in AI
Dash Media
🎧 EIEIO...Reunite
Emergence Capital
Summer Updates
Alfred Lin
Seeing People Clearly
Alfred Lin
Seeing People Clearly
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Sequoia
Steel, Servers and Power
Selina Wang
The CCA Program and Anduril’s Role
Sammy Abdullah
Q2 Cloud spend and what it means for software
Thomvest
The Perfect Storm: Understanding the Current State of Home Insurance
Saastr
2025 Will Be The Year of AI Parity in SaaS
Climate Tech VC
Our insider's guide to NYCW
Pirate Wires · Mike Solana
How the Regime Captured Wikipedia
Jared Hecht
Vinyl Records
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