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SAT 19 SEPT 2026 · 90 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 & ClimateConsumerRoboticsMarketing & Sales TechCybersecuritySemiconductorsRetail & E-commerceManufacturing & Industrials

Sunday, 14 June 2026

4 pieces
Below the Line by Kevin LaBuz · Kevin LaBuz
#172 – Back to Growth, Not Back to 2020
Evan O'Donnell
Capturing the Soul of Software
Alex Lazarow · Alex Lazarow
The Role That Shouldn’t Exist
Feld Thoughts · Brad Feld
Writing a Novel with Phin Argofy

Saturday, 13 June 2026

10 pieces
Hunter Walk
Technical Interviews Are Dead — What Comes Next?,
Hunter Walk
Technical Interviews Are Dead – What Comes Next?, The Cosmetics You Buy Online Are Fake (and Unsafe), If You Can’t Get a Job Right Now It’s Your Fault, and +++ [link blog]
Lenny's Newsletter
🧠 Community Wisdom: How AI is changing product operating models, tracking work stress with Whoop, whether you need a portfolio of AI side projects, marketing for tiny teams, and more
Vickram Pradhan
Is OpenEvidence Cooked?
Kyle Harrison
The Magic of World Building
A16Z Crypto
The race to own AI
Stage 2
How to Build a Business Case That Survives CFO Scrutiny
Ed Sim
What’s 🔥 in Enterprise IT/VC #502
Ed Sim
What’s 🔥 in Enterprise IT/VC #502
Ed Sim
What’s 🔥 in Enterprise IT/VC #502

Friday, 12 June 2026

17 pieces
Nikunj Kothari
Decisions and Dollars
A Wealth of Common Sense · Ben Carlson
$1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
Euclid Ventures
Vertical AI Is Blurring Enterprise & Consumer
Jack Arenas
Reading the Wind
Saanya Ojha
Dario’s Treebeard Problem
99% Derisible · Yoni Rechtman
We had it coming
Net Interest · Marc Rubinstein
Jules Rimet Still Gleaming
Newcomer · Eric Newcomer
David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega IPO
Dash Media
EIEIO... To Be or Not To Be? The Future of College Sports
Saastr
Why AI SDRs Take 2 Weeks to Deploy. And Why Most People Still Prefer Chat.
A16Z
Charts of the Week: Making the Stuff that Makes the Stuff
Ian's Blog: Nominal Returns · Ian Gutterman
Is SpaceX A Good D&O Risk?
Clouded Judgement · Jamin Ball
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
Not Boring · Packy McCormick
Weekly Dose of Optimism #197
Saastr
Who Got the Most Leads at SaaStr AI Annual 2026? The Top 15 Tell You Exactly Where B2B Budget Is Going
Who is Nnamdi? · Nnamdi Iregbulem
Taking Stock of the Seed Stage
Tomasz Tunguz · Tomasz Tunguz
A CEO's Cost of Capital Advantage

Thursday, 11 June 2026

9 pieces
Investing in AI · Rob May
How Much AI is in C3.ai?
BIG by Matt Stoller · Matt Stoller
What Would It Look Like If the AI Bubble Popped?
Making Connections by Jax · Jax Vullinghs
Finetuning > Frontier?
A Wealth of Common Sense · Ben Carlson
The Barbell Portfolio
Menlo VC
Orb Joins Adyen to Unify Revenue Design
Saanya Ojha
Dispatches From the Enterprise AI Frontline
yCombinator
Diana Hu Is YC's Newest Managing Partner
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: SpaceX
Peter G Schmidt · Peter G Schmidt
Can the Midwest build the anti-Cybertruck?
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