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TUE 22 SEPT 2026 · 88 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 TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Tuesday, 30 July 2024

12 pieces
Saastr
The Brutish Sales Playbook Too Many Are Running Today
Nongaap Investing · Mike
[P] SNOW: Snowballing Situation (Part 3)
Jamesin · Jamesin Seidel
Chapter One Invests in Hyperbolic
David Pakman
Applying DePIN to Weather and Atmospheric Data: Announcing CoinFund’s Investment into Raad Labs
David Pakman
Applying DePIN to Weather and Atmospheric Data: Announcing CoinFund’s Investment into Raad Labs
Not Boring · Packy McCormick
Blackbird
Turner Novak
🎧🍌 Car Dealership Guy: Anonymous VC-Backed CEO to B2B Media Company | Yossi Levi
Lenny's Newsletter
How should you monetize your AI features?
Saastr
Dear SaaStr: I’ve Started to Hate Selling. Would I Be Happier as Sales Manager Instead?
Saastr
Okta’s Playbook to PLG, Developer Experience, and Enterprise ARR
Heartcore
✌️ Heartcore Insights
Point Nine News
Clio’s Journey to $200M ARR

Monday, 29 July 2024

22 pieces
Michael Palank
Chef Robotics: Revolutionizing Food Production with AI and Automation
Dash Media
🎧 EIEIO...Multiplication by Division
Pirate Wires · Mike Solana
The Battle of the Billionaires
Lenny's Newsletter
Announcing the Lenny & Friends Summit 🙌
Susa Ventures
Mytra and the Future of Warehousing
Evan O'Donnell
The Next Chapter of Consumer Marketplaces
Megan Maloney
Niche LLMs: Tackling Infertility with AI
Deconstructor of Fun
Mobile Gaming After the Digital Markets Act
Radical VC
Addressing the AI Language Gap
Ian's Blog: Nominal Returns · Ian Gutterman
Will the Florida Hurricane Cat Fund Survive 2024?
Climate Tech VC
🌎 Turbulence in the SAFs market #207
Saastr
Is SaaS Back? It’s Been a Very Good Week
Justin Ouyang
Recalibrating Venture Capital: A Return to Technological Roots
The Sociology of Business · Ana Andjelic
How to build a product universe
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in BlackRock’s Mega Forces
Evan O'Donnell
The Next Chapter of Consumer Marketplaces
Saastr
Dear SaaStr: What Should I Look For in a 30-60-90 Day Plan for My First VP of Sales?
European Tech Weekly
European Tech Weekly - Week 30 - 2024
Ascend
Meet Vivek Ladsariya: The new PSL VC Bridging the Valley with Seattle
Dash Media
EIEIO...Multiplication by Division
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Price-Fixing in French Fries, Pianos, Plumbing Supplies, Storage Units, Plus FTC Investigates McKinsey
Tomasz Tunguz · Tomasz Tunguz
Rewriting the RFP for AI

Sunday, 28 July 2024

6 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Saastr
Top SaaStr Posts and Vids Of The Week! With YCombinator, Grafana Labs, OneStream and More!
Lolita Taub
👊🏽 Special Edition: Ganas Ventures Invests in Nufi
A Wealth of Common Sense · Ben Carlson
Some Things I Don’t Want When I Grow Up
Saastr
10 Great Learnings on How to Scale Selling to SMBs from Yamini Rangan, CEO of HubSpot
Hunter Walk
Building Your First Exec Team; Avoiding Micromanagement; Skilled Immigration Should Be Prioritized…
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