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SUN 20 SEPT 2026 · 97 new pieces this week

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Select picks in the past month
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 TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Thursday, 9 November 2023

5 pieces
Heartcore
✌️ Heartcore Insights
Ada Ventures
Why we invested in BOLDR
Dhruv Sane
Building B2B startups in India
The Generalist · Mario Gabriele
Modern Meditations: Danny Rimer
Tomasz Tunguz · Tomasz Tunguz
Top 10 Trends for Data in 2024

Wednesday, 8 November 2023

30 pieces
Joe Lonsdale
Ep 69: How a Builder Mindset Is Solving the World's Ocean Trash Problem; Boyan Slat & The Ocean Cleanup
Deciens
Epistula #5: Betting on Convexity
Frankly Speaking · Frank Wang
How Vanta fails
Pirate Wires · Mike Solana
Welcome to Dolores Park
Marque VC
Maintaining Democracy's Technological Edge
Susa Ventures
Abundant Energy, from the Earth to the Asteroid Belt
FirstMark Ventures
Fintech Innovation and the Capital Gap
Lolita Taub
👊🏽 Special Edition: Ganas and I invested in The Swarm!
NextView VC
NextView’s Investment in Forum: The Marketplace for Peer Support
Short-Formed · Anu Atluru
Why Are All the Public Intellectuals Men?
Short-Formed · Anu Atluru
Why Are All the Public Intellectuals Men?
Lombard Street Medium
4 Reasons Why Pre-Seed VC Firms and Startups Are So Much Alike
Chris Neumann · Chris Neumann
Make it Easy for Customers to Love You
Elad Gil
Fireside chat with Satya Nadella, CEO of Microsoft
Not Boring · Packy McCormick
Tech is Going to Get Much Bigger
Day by Jay · Jackie DiMonte
When MVPs aren't the most valuable: how to approach markets with few early adopters
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to 2023 SaaS benchmarks
Greylock News
AI Agents for Compliance Teams 
Greylock News
AI Co-pilot for Compliance Teams 
Founder Collective
Founder Collective V
Dash Media
📲 Daily Dash | November 8, 2023
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Finally, A Slowdown
OpenView Partners
[Report] 2023 SaaS Benchmarks: A New North Star, Monetizing AI & Pockets of Resilience
Dawn Capital
Resisting Siren calls: Odysseus, NDRs and Product Expansion
Saanya Ojha
LinkedIn: the dark horse of social media?
Saanya Ojha
Microsoft's Gen AI Playbook
Saanya Ojha
OpenAI Dev Day
Tanay Jaipuria · Tanay Jaipuria
Big Tech and investing in AI startups
Tanay Jaipuria · Tanay Jaipuria
Big Tech and investing in AI startups
Newcomer · Eric Newcomer
Will Adam Neumann Rescue WeWork?

Tuesday, 7 November 2023

5 pieces
Dash Media
🎥 Watch: Pioneers and Arrows
Daniel Chesley
The Impact of OpenAI's DevDay
Fintech Ruminations
RWA#5 – All you need is Bond – Pt2
A16Z Home Feed
What the new CFPB proposal could mean for fintech
yCombinator
FTC Chair Lina Khan on AI regulation, startup acquisitions, and more
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