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THU 08 OCT 2026 · 82 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…
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Tuesday, 13 August 2024

23 pieces
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
Victor Gutwein · Victor Gutwein
2024 Best of the Midwest: Startup City Rankings
Saastr
The #1 Reference Check You Just Have to Do
AVC · Fred Wilson
Paris 2024 Olympics
A Wealth of Common Sense · Ben Carlson
How to Predict a Recession
Not Boring · Packy McCormick
Eight Sleep
Joe Lonsdale
Merit and Accountability Make Bureaucracy Less Dumb.
Lenny's Newsletter
Time management techniques that actually work
Saastr
Dear SaaStr: Should Both Founders Come to VC Pitches?
Terra Nova
Clearvision Ventures’ Thomas Englis: Bringing Innovation to Scale with Value-Add Sustainable Infrastructure
Saastr
New SaaStr Annual Speakers Alert: CROs of Rippling, Checkr and DeepL; CBO of Stripe; Bessemer’s State of the Cloud: AI Edition
Hunter Walk
The Best of the New VCs Will Outperform Most of the Legacy Ones.

Monday, 12 August 2024

17 pieces
Lenny's Newsletter
Summary: The ultimate guide to adding a PLG motion | Hila Qu (Reforge, GitLab)
Nikunj Kothari
Retention is all you need
Sequoia
The AI Supply Chain Tug of War
Deepwater Asset Mgmt
Apple’s Business Accelerates Ahead of the Supercycle
Deconstructor of Fun
Why Global Stock Markets Collapsed, and What Does It Mean for the Gaming Industry?
Jamesin · Jamesin Seidel
Chapter One Invests In Ragie
Craft Ventures
Why We Invested in Ragie
Saastr
The Biggest Challenge With Vertical SaaS: Your Sales Team Has to Be Domain Experts
David Teten
Lists of limited partners investing in emerging VC funds
Sammy Abdullah
The Funding Rounds needed to IPO in SaaS
Climate Tech VC
🌎 Sunpower sunsets #209
Radical VC
ICML 2024 Highlights: Bridging Academic-Industry Collaboration in AI
Revolution Ventures
Revolution Ventures Invests in ProRata.ai
The Sociology of Business · Ana Andjelic
The playing field
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Back to the Futures Market
Saastr
Dear SaaStr: What Do VCs Really Look For?
Alfred Lin
Parallel vs. Serial
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