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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

Tuesday, 21 November 2023

27 pieces
Marque VC
Venture Math in Defense - Part I: Investibility
Dash Media
📲 Daily Dash | November 21, 2023
A Wealth of Common Sense · Ben Carlson
How the Demographics Are Shaping the Housing Market
M25 Capital
Why We Invested in Pavewise
Janelle Teng
The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run
Preface Ventures
A GP’s View on VC Fund Performance (When It’s “Early”)
A16Z Home Feed
My First 16: Doubling Down on Founder-Led Sales with Pilot’s Waseem Daher
Frankly Speaking · Frank Wang
How all data security companies fail
The Rebooting
Thoughtful mercenaries
The Rebooting
Thoughtful mercenaries
The Rebooting
Thoughtful mercenaries
A16Z Home Feed
AI: The Teammate Clinicians Need
CRV Insights
Journalists and Founders Have a Bunch of Fun at CRV’s Annual Beaujolais Bash
Sammy Abdullah
Addressing Your SaaS Sales Issues
FirstMark Ventures
Our Investment in Vendelux, the Operating System for Event Intelligence
The Micromobility Newsletter · Team M
🛢 Micromobility Is Nuking Oil Demand
A16Z Home Feed
Bridging AI, Ethics, and Consumer Trust with Miriam Vogel
Lowercarbon
Time To Play For Team Earth
Lowercarbon
Time To Play For Team Earth
Coding VC · Leo Polovets
Betting on Deep Tech
Ben Yoskovitz
The Problem with Product Management
Twelve Below
Twelve Below Fund II
Lenny's Newsletter
A new-parent gift guide for product managers
OpenView Partners
The Definitive Guide: Product Analytics for Product-Led Growth
Balderton
We’ve got the picks and shovels — so what’s stopping the gold miners?
Red River West
How Open-Source alternatives are challenging great startups
Dawn Capital
E-Sims and “MVNO-in-a-box”: Is the Telecoms Sector Finally Ready to be Disrupted by Next-Gen B2B…

Monday, 20 November 2023

13 pieces
Marque VC
TechCrunch: Interview with Jake Chapman
Spark Capital
It was kind of fresh, novel, and raw to just flip on a mic in those early days of podcasting and…
Abhishek Maran · Abhishek Maran
The Early-Stage Conundrum: Good vs. Great
Collaborative Fund
The Full Reset
Trace Cohen
Navigating the Startup Board of Directors: Powers, Responsibilities, and Legal Considerations
Matt Brown
Hedgehogs, foxes, and VCs
Notorious PLG · Zach DeWitt
NPLG 11.20.23: How to Master Product-Led Sales (Recapped)
Notorious PLG · Zach DeWitt
NPLG 11.20.23: How to Master Product-Led Sales (Recapped)
Dash Media
📲 Daily Dash | November 20, 2023
Lombardstreet Medium
The OpenAI Drama Review for Pre-Seed Investors
Radical VC
What’s happening at OpenAI: when Mission and Execution Conflict
Second Opinion · Christina Farr
How health-tech founders can survive a brutal 2024
Second Opinion · Christina Farr
How health-tech founders can survive a brutal 2024
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