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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, 6 December 2023

24 pieces
Erik Torenberg
Let Sleeping Dogs Lie
AfterWork Reading
Investment Notes: Everlab
Pirate Wires · Mike Solana
Bread and Ceasefires
Dash Media
📲 Daily Dash | December 6, 2023
Revolution Ventures
The State of Proptech Exits
OMERS Ventures
Dental vertical software: drilling into trends and opportunities
Greylock News
Vertical AI
James Murphy
Verticalized AI — The Drivers Behind the Next Wave of Vertical SaaS
A16Z Crypto
why blockchains matter, for everyone
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Reads, Industry Updates, and Investment & Job Opportunities
Shruti Gandhi · Shruti Gandhi
[Array VC] Exciting Reads, Industry Updates, and Investment & Job Opportunities
Spark Capital
Welcome, Comulate!
Sequoia
Protected: Black Holes Perspective
First1000 · Ali Abouelatta
📸 Snapchat+
A16Z Home Feed
Big Ideas in Tech for 2024
My Climate Journey · Jason Jacobs
Tips for Building a Successful Hardware Company
Chris Neumann · Chris Neumann
Canadian Founders Need to Go to SF. Now.
Not Boring · Packy McCormick
The Morality of Having Kids in a Magical, Maybe Simulated World
Balderton
Barking up the ‘right’ tree — our investment in Lassie
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Ben Carlson Top
Tanay Jaipuria · Tanay Jaipuria
Takeaways from Google's Antitrust Trial
Tanay Jaipuria · Tanay Jaipuria
Takeaways from Google's Antitrust Trial
Deepwater Asset Mgmt
The Long and Short of Investing with AI
Tomasz Tunguz · Tomasz Tunguz
In Like a Lamb, Out Like a Lion

Tuesday, 5 December 2023

16 pieces
Deepwater Asset Mgmt
2023 Deepwater Holiday Gift Guide
Joe Lonsdale
My Homelessness Article in the NY Post
Equal Ventures
Competitive Specialization in Founder Support
Equal Ventures
Competitive Specialization in Founder Support
Dash Media
📲 Daily Dash | December 5, 2023
Equal Ventures
Competitive Specialization in Founder Support
Casey Accidental
On Platform Shifts and AI
Short-Formed · Anu Atluru
The "High Potential" Handicap
Short-Formed · Anu Atluru
The "High Potential" Handicap
A16Z Home Feed
My First 16: Creating a Supportive Builder Community with Plaid’s Zach Perret
The Helm
The Ultimate Female Founder Gift Guide
Elad Gil
Altimeter's Brad Gerstner on Macro, Tech and Startups
Battery Ventures
Charting the Course for Data Privacy: Our Strategic Investment in Mine’s Automation-Driven Governance
Venture Upward · David Beisel
The Waiting Game
The Rebooting
The church of recurring revenue
The Rebooting
The church of recurring revenue
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