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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, 7 June 2026

5 pieces
A Wealth of Common Sense · Ben Carlson
Young People Like Stocks
Lenny's Newsletter
Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell
Investing in AI · Rob May
Should The Government Take Stakes In Frontier Labs? The Best and Worst Idea in AI
Saastr
22 Tools. $3M in Fees. 11 Ops People. Aurasell CEO’s Case for Killing the GTM Stack
Tomasz Tunguz · Tomasz Tunguz
The Substitution Wave in AI

Saturday, 6 June 2026

13 pieces
Hunter Walk
SAFE Adjusted TVPI: How Early Stage VCs Should Communicate SAFE Note Markups to their LPs
Hunter Walk
SAFE Adjusted TVPI: How Early Stage VCs Should Communicate SAFE Note Markups to their LPs
Lenny's Newsletter
🧠 Community Wisdom: Bootstrapping vs. raising funding, building the roadmap of your vibe-coded app, AI agents and data integrity, your first project as an APM, and more
Kyle Harrison
Venture Capital's Fourth Turning
A16Z Crypto
What's working in crypto right now
LDV
The Blueprint for Trillion-Dollar Visual Technology And AI Opportunities in Legacy Industry Automation
Saastr
We Vibe Coded Our AI VP of Marketing. Here’s What It Actually Does.
Stage 2
How to Qualify & Enrich Contacts with AI
Saastr
It Took Apple 42 Years to Reach $1 Trillion. Anthropic Will Do It in 5.
Ed Sim
What’s 🔥 in Enterprise IT/VC #501
Ed Sim
What’s 🔥 in Enterprise IT/VC #501
Ed Sim
What’s 🔥 in Enterprise IT/VC #501
Saastr
How Vercel Runs on AI Agents: 96% of Marketing, 93% of Support, and an SDR Team Reabsorbed. A Deep Dive With CPO Tom Occhino

Friday, 5 June 2026

20 pieces
7wire Ventures
From Access to Accountability: The Next Chapter in Behavioral Health
A Wealth of Common Sense · Ben Carlson
The AI Trade is Global
Climate Tech VC
🌍 Rise of the robots, NY Tech Week edition
Tanay Jaipuria · Tanay Jaipuria
Towards Continual Learning
Turner Novak
🎧🍌 Inside the First Quant-Driven VC Fund | Nuno Goncalves Pedro, Chamaeleon
Joe Lonsdale
Ep 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance
Supercruise
What Stays Human
99% Derisible · Yoni Rechtman
We're all short intelligence
Net Interest · Marc Rubinstein
When the Ducks are Quacking
Saastr
$400M ARR With Under 200 People: What Lovable’s Head of Growth Elena Verna Says Actually Works in B2B Now
LDV
One Thesis. 14 Years of Value Creation. Inside LDV Capital's 2026 AGM
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The State Of Longevity Biotech
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Your Vendor Is Your Competitor
Newcomer · Eric Newcomer
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings
A16Z
Charts of the Week: RTO Stalled
Clouded Judgement · Jamin Ball
Clouded Judgement 6.5.26 - Where Are the American Open Source Models?
Not Boring · Packy McCormick
Weekly Dose of Optimism #196
Saastr
Inside the AI Agent Stacks at SaaStr, Owner.com & Klaviyo | The Deep Dives From SaaStr AI 2026
Saastr
SaaStr AI App of the Week: Pylon. The AI-Native Support Platform Built for B2B, Not Reheated B2C
Tomasz Tunguz · Tomasz Tunguz
The Minimill of AI

Thursday, 4 June 2026

2 pieces
Clayton Petty · Clayton Petty
The fund size is only kind of the strategy
Investing in AI · Rob May
Cerebras Systems and the Speed Bet on AI's Future
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