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SAT 19 SEPT 2026 · 90 new pieces this week

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Select picks in the past month
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

Thursday, 11 June 2026

12 pieces
Incisive VC
Navigating Life’s Big Decisions: Insights from Alec Torelli
Turner Novak
🎧🍌 The AI-Native GTM Playbook | Sam Blond, Monaco
Evan O'Donnell
Preview - Capturing the Soul of Software
Sammy Abdullah
What The Best Investor Updates Look Like
Saastr
Why “No” in M&A Usually Means “No Forever”
A16Z
Late Stage Venture Is About Late Stage Founders
Insight Partners
How Mate Security is building the AI teammates that security operations centers have been waiting for
Saastr
The AI Became the Commodity. Here’s What 6 Verticals Agreed Was the Actual Moat at SaaStr AI 2026
Melody Koh · Melody Koh, Partner @ NextView
The Memory Problem Isn't Retrieval
The Micromobility Newsletter · Team M
NYC DOT to Build Protected Bike Link to Brooklyn Bridge
Saastr
Your Data Layer Used to Hide Behind Your Product. Now It Is the Product. With Firebolt’s CEO
Glasswing VC
AI Atlas: The Next Generation of World Models

Wednesday, 10 June 2026

16 pieces
Joe Lonsdale
The Case for Private Permitting
Collaborative Fund
Our Achilles Heel
Not Boring · Packy McCormick
Return on Tokens (ROT)
Saanya Ojha
The Fable of the Gated Frontier
Equal Ventures
WE > ME – Announcing our newest partners and promotions at Equal Ventures
Megan Maloney
The Human Edge in Hospitality
Emergence Capital
The AI Roll-Up Trap
Glasswing VC
Glasswing Ventures Leads $5M Seed Investment in AI-Native Risk Lifecycle Management™ Platform, Enlaye
Sammy Abdullah
The Best Quotes on AI from 45 SaaS Earnings Calls
Saastr
Shopify Turns 20! 5 Interesting Learnings from Shopify at $13B+ in ARR. And Accelerating
Short-Formed · Anu Atluru
New Media is Insider Media
A16Z
Everything is Recorded Now
Amir Kabir
Edition 50 | 2026 — Synthetic Labor, Real Accountability
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Teflon Economy
Saastr
Lovable, Harvey & Assembly AI: How the Fastest AI Companies Rebuilt Customer Success. And Why NPS and Activity Scores Are Dead
Tomasz Tunguz · Tomasz Tunguz
The AI Glass Ceiling

Tuesday, 9 June 2026

12 pieces
Incisive VC
Surviving Softwaremageddon: How to Invest in SaaS When $1T Just Vanished
Simon Wu
What Problem Are You Actually Solving?
Lenny's Newsletter
Claude Fable 5 review: what the new Mythos model gets right (and very wrong)
Coin Labs · Don Richard
On World Models
A Wealth of Common Sense · Ben Carlson
The Diversification Test
Venture Upward · David Beisel
The Disruptors' Blind Spot
Carried Away
The Disruptors' Blind Spot
Saanya Ojha
Google Cuts The Line
Euclid Ventures
How VCs Evaluate Vertical AI Startups
Annelies Gamble
Beyond Words
Annelies Gamble
Beyond Words
My Climate Journey · Jason Jacobs
Our Investment in Red Metals
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