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FRI 09 OCT 2026 · 81 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 ToolsFintechEnergy & ClimateConsumerManufacturing & IndustrialsMarketing & Sales TechBanking & Capital MarketsRoboticsSemiconductorsCybersecurity

Wednesday, 14 August 2024

24 pieces
Madrona Ventures
Temporal Founders Bet on Open Source and Developers to Build Invincible Applications
Saastr
The Official Guide to SaaStr Annual 2024 Official, Semi-Official and Unofficial Parties and Side Events!!
Short-Formed · Anu Atluru
Second Nature Skills
Hunter Walk
What Do VC Returns Actually Look Like? Here’s a Screenshot from my AngelList account
TMV
Interoperability in Healthcare
Insight Partners
Kiteworks Private Content Network (“PCN”) Vision Validated by $456M Growth Equity Investment From Insight Partners and Sixth Street Growth
USV
Consensus
USV
Sling
David Cahn
The AI Supply Chain Tug of War
David Cahn
From Hardcore to Visionary
David Cahn
20VC Interview w/ Harry Stebbings
First Round Review
Here’s What You Can Really Expect When Pitching Your Seed-Stage Startup at a VC Partner Meeting
Sammy Abdullah
VC ownership data at Exit/IPO
Lotus Capital
Revolutionizing Healthcare: How Organoids Are Shaping the Future of HealthcareThe Future of Water Management
Saastr
5 Interesting Learnings from Shopify at $8 Billion in ARR
Stratechery
Integration and Android
My Climate Journey · Jason Jacobs
Thirsty Energy, Hungry Water: Balancing the Resource Equation
My Climate Journey · Jason Jacobs
Thirsty Energy, Hungry Water: Balancing the Resource Equation
Alex Lazarow · Alex Lazarow
Is the Era of Fairer AI Finally Here?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Boomers vs. Millennials
Kyle Poyar's Growth Unhinged · Kyle Poyar
Ten of the best SaaS growth charts
Saastr
Dear SaaStr: Once You Hit Product-Market Fit, What Should You Do To Take The Market?
Turner Novak
🎧🍌 After Selling Two Startups, Ryan Denehy's Building Electric to Automate IT Management
Dash Media
🎧 EIEIO...What Doesn't Kill You...

Tuesday, 13 August 2024

16 pieces
Lenny's Newsletter
Summary: April Dunford on product positioning, segmentation, and optimizing your sales process
Lenny's Newsletter
Summary: AI and product management | Marily Nika (Meta, Google)
Dash Media
🎙️ Ep 19 · Ed on the Edge | Daybreak Ventures Founder Rex Woodbury
Lenny's Newsletter
Summary: Lessons from working with 600+ YC startups | Gustaf Alströmer (Y Combinator, Airbnb)
Continuations · Albert Wenger
Changing My Approach to Meetings to Take Back Control of My Attention
7wire Ventures
7wireVentures Promotes Robert Garber to Managing Partner
Pirate Wires · Mike Solana
Groundswell of Opposition to CA’s AI Bill as it Nears Vote
David Cahn
Steel, Servers and Power: What it Takes to Win the Next Phase of AI
David Cahn
The Game Theory of AI CapEx
David Cahn
AI is Now Shovel Ready
David Cahn
AI's $600B Question
David Cahn
AI's $200B Question
Saastr
7 Pieces of Advice Entrepreneurs Never Hear That They Need to Hear with Jason Lemkin
Point72 Ventures
Business Insider: 85 of the most promising startups of 2024, according to top VCs
Greylock News
Chronosphere is Making the Observability Platform Built for Control
Victor Gutwein · Victor Gutwein
2024 Best of the Midwest: Startup City Rankings
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