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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

Thursday, 14 December 2023

3 pieces
Erik Torenberg
Take the Clearpill
Multicoin Capital
Oracles and the New Frontier for Application-Owned Orderflow Auctions
Tomasz Tunguz · Tomasz Tunguz
Step-Ups & Duration : The Shape of Things to Come to the Series A in 2024

Wednesday, 13 December 2023

33 pieces
Joe Lonsdale
Ep 74: A Turning Point in Higher Education with Pano Kanelos & Niall Ferguson
Pirate Wires · Mike Solana
No Bids? No Problem
Abhishek Maran · Abhishek Maran
My Favourite Superfluid Posts for 2023 and a Survey for 2024!
Earlybird's Insights
Enabling Electrification without Burning More Fossil Fuels
Grace Ge · Grace Ge, Partner @ Amplify
When to Hire Your First Product Manager: Lessons from Linear’s Innovative Approach
Dash Media
📲 Daily Dash | December 13, 2023
A16Z Home Feed
Announcing Our Latest Open Source AI Grants
Janelle Teng
Unicorns are dead. Long live Unicorns!
Manan Modi
6 Theses on how Peer to Peer (P2P) & Cross-Border Payments will change: FinTech and AI
Revolution Ventures
How Attractive is Risk Today?
Revolution Ventures
How Attractive is Risk Today?
Glasswing VC
Glasswing Ventures, Interview With Rudina Seseri, Founder and Managing Partner
Glasswing VC
Glasswing Ventures Releases Proprietary Framework to Demystify AI and Help Founders Build Companies
A16Z Home Feed
Underestimating AI in Healthcare
Radical VC
Automating traditional data science: Why we invested in Delphina
Collaborative Fund
Long-Term News
Glasswing VC
Beyond Buzzwords: Glasswing Ai Palette Guides Startups Navigating Ai’s Diverse Terrain
Turner Novak
🎧🍌 Pricing Lessons from the Fastest Growing Companies with Kevin Liu, Co-founder and CEO of Metronome
USV
Making Energy Programmable
Meera Clark · Meera Clark, Partner @ Redpoint
Why Every Company Will Be an Energy Company
Meera Clark · Meera Clark, Principal @ Redpoint
Why Every Company Will Be an Energy Company
Madrona Ventures
GenAI in 2024 – Another Decade in One Year?
Cowboy Ventures
The Future is Graying: Tech Opportunities for the Aging Landscape
First Round Review
How to Take Bigger, Bolder Product Bets — Lessons from Slack’s Chief Product Officer
Boldstart VC
Competing against in-house tools
Chris Neumann · Chris Neumann
"What if Google Builds It?" is No Longer a Bullshit Question
Lenny's Newsletter
Failure
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Dunking on Doomers
Kyle Poyar's Growth Unhinged · Kyle Poyar
The best growth advice of 2023
Dawn Capital
The Business in Knowing Businesses — the emerging European KYB landscape
A16Z Home Feed
Unbundling the Game Engine: The Rise of Next Generation 3D Creation Engines
Dash Media
📲 Daily Dash | December 12, 2023
Travis May
Building the Right Operating Cadence

Tuesday, 12 December 2023

4 pieces
99% Derisible · Yoni Rechtman
The Future of Software Looks Like Services
Marque VC
Securing Tomorrow at the Defense Ventures Summit
Frankly Speaking · Frank Wang
Security leaders should aspire to have smaller orgs
A Wealth of Common Sense · Ben Carlson
Could You Afford to Buy Your Own House Right Now?
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