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FRI 18 SEPT 2026 · 77 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 & ClimateConsumerMarketing & Sales TechCybersecurityRoboticsSemiconductorsRetail & E-commerceData & Analytics

Wednesday, 24 January 2024

3 pieces
Steven Sinofsky
[214.] Hello. Happy Anniversary Macintosh!
Madrona Ventures
From Creating Kubernetes to Founding Stacklok: Open-Source and Security with Craig McLuckie
Tomasz Tunguz · Tomasz Tunguz
Dissecting Delegation: Diving Deep on The Missing B-School Class

Tuesday, 23 January 2024

32 pieces
A16Z Home Feed
Bio+Health Build 2024 Registration
Sarah Tavel
A few “Sell Work, Not Software” updated thoughts
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: Artificial Intelligence
On My Mind · Michael Dempsey
Collective Intelligence, Multi-Agent Debate, & AGI
Dash Media
📲 Daily Dash | January 23, 2024
Sarah Du
The Multimodal AI Revolution
Pirate Wires · Mike Solana
Inside Anduril’s Comms Strategy: 10 Rules for Mission-Driven Founders
Nkechi Iregbulem
Snackpass
Semil Shah
The Story Behind Haystack’s Investment In Norm AI
USV
Investing at the Edge of Large Markets Under Transformative Pressure
Fabrice Grinda
Optimizing Life Post Exit
My Climate Journey · Jason Jacobs
Giving Up On 1.5C: A Personal and Climatic Journey
Mountside Ventures
Transreport raises £10m to enable better journeys for all
Matt Brown
Dark software
A16Z Home Feed
A Personal Update
Michael Dempsey
Collective Intelligence, Multi-Agent Debate, & AGI
Sammy Abdullah
Hiring B2B sales reps
A Wealth of Common Sense · Ben Carlson
Respect the Accomplishments, Don’t Envy the Person
A16Z Home Feed
IRA, AI Regulation, and the Future with Joe Grogan
Not Boring · Packy McCormick
The Techno-Industrial Revolution
The Micromobility Newsletter · Team M
E-bike Subsidies Work: Bike Mode Share is Rising
Collaborative Fund
PhageLab
Ben Yoskovitz
The Future of Venture Studios is Vertical
Arpitrage · Arpit Gupta
The Bronze Trade Origins of Cities
A16Z Home Feed
Investing in Doppel
Lenny's Newsletter
How Gong builds product
Dawn Capital
Opportunities in unbundling of mid-market ERP (Part 3/3) — procurement and treasury management
Dawn Capital
Opportunities in the unbundling of mid-market ERP (Part 1/3)
Dawn Capital
Opportunities in unbundling of mid-market ERP (Part 2/3) — the general ledger
Flare Capital
Investing in knownwell
Core VC
Rebuilding After the Fires: Seven Steps to Stabilize Your Finances
Dash Media
📲 Daily Dash | January 22, 2024

Monday, 22 January 2024

5 pieces
Dash Media
📲 Daily Dash | January 19, 2024
Dash Media
Guest Interview: Imagine AI Podcast | Episode 5 | AI Completely Transforms Education
Harlem Capital
Unicorns of Unicorns: A look at the 38 Black and Latino Founded Unicorns
Jacob Effron
Vital Signs Highlights
Radical VC
The Expanding Universe of Generative Models – Davos
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