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SUN 20 SEPT 2026 · 95 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 & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsRetail & E-commerceManufacturing & Industrials

Wednesday, 20 December 2023

26 pieces
Pirate Wires · Mike Solana
Budget Apocalypse Looms
Joe Lonsdale
Ep 75: Leadership Lessons with Intuit Founder & Silicon Valley Legend Scott Cook
Revolution Ventures
Today’s Tech Hubs: Labor and Housing Dynamics in the Post-Pandemic Era
Equal Ventures
Phoenix Rounds
Terra Nova
Tech Trend Insights: Our AI Investment Thesis
A16Z Home Feed
Text to Video: The Next Leap in AI Generation
Dash Media
📲 Daily Dash | December 20, 2023
Glasswing VC
Visualizing the Future with Q-Learning
Digital Native · Rex Woodbury
24 Predictions for 2024
David Ongchoco
Turning 28 - What is something you changed your mind about in 2023?
Sammy Abdullah
Q3 SaaS NDR data from 34 publics
Ian's Blog: Nominal Returns · Ian Gutterman
Introducing Ohtani Life & Annuity
Alex Lazarow · Alex Lazarow
The two sides of startup M&A: How to capture the good and mitigate the bad
Sturgeon Capital
Impact Investing 101
Chris Neumann · Chris Neumann
All the Small Things
David Teten
PEVCtech Tech Stack: MNNC Group
AVC · Fred Wilson
My Year-End Playlist
Boldstart VC
The Startup Landscape in 2023 and Beyond with Shomik Ghosh (Total Rekall)
David Teten
Announcing our partnership with Coolwater Capital: the “Y Combinator for VC”
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Most Crowded Trade on Wall Street
Moonfire VC
December '23: Foreword to 2024
Moonfire VC
How will 2024 unfold?
Digital Native · Rex Woodbury
24 Predictions for 2024 (Part II)
Jaclyn Hester
Get the money, part 1: how VCs make money
AfterWork Reading
Investment Notes: Avarni
Tomasz Tunguz · Tomasz Tunguz
Why Startup M&A in 2024 Will Rebound

Tuesday, 19 December 2023

14 pieces
Frankly Speaking · Frank Wang
Developer security education products are pointless
Extantia Capital
The market opportunity: lithium demand will increase by over 40x by 2040 due to EV adoption and…
Extantia Capital
The technology overview: closing the lithium supply gap with direct lithium extraction (DLE) and…
Extantia Capital
Does lithium have a green future?
Megan Maloney
On the Deepening Fertility Crisis
Shravan Narayen · Shravan Narayen
What to Watch in 2024
A Wealth of Common Sense · Ben Carlson
A Short History of Nasdaq 100 Returns
Dash Media
📲 Daily Dash | December 19, 2023
Equal Ventures
Seed is the New Series A
Equal Ventures
Seed is the New Series A
Pirate Wires · Mike Solana
Thank God for El Segundo
Li Jin
Lessons on Points Programs for Crypto Apps
Sammy Abdullah
Q3 SaaS operating margin data
Equal Ventures
Seed is the New Series A
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