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SUN 20 SEPT 2026 · 97 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 TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Thursday, 2 November 2023

12 pieces
The Rebooting
How Blockworks survived the crypto winter
Turner Novak
🎧🍌 Fortifying Open Source Software with Dan Lorenc, Co-founder & CEO of Chainguard
Sequoia
Partnering with Factory: Autonomous AI for All
The Micromobility Newsletter · Team M
🇯🇵 Japan’s Best-Selling EV Is Absolutely Tiny
Joe Lonsdale
Our Duties as Defense Technologists
OpenView Partners
Your Guide to Outbound Automation: How Thena 10x Outbound Without BDRs
Hummingbird VC
The 3P's of AI in Healthcare
Lenny's Newsletter
Unpacking Amazon’s unique ways of working | Bill Carr (author of Working Backwards)
Digital Native · Rex Woodbury
Pixel Perfect: How AI Unlocks Creativity
Chamath Palihapitiya · Chamath Palihapitiya
Learn With Me
Joe Lonsdale
Ep 68: How to Generate Alpha in Volatile Markets with Jacob Miller of Opto Investments
The Generalist · Mario Gabriele
What Makes a Great Acquisition?

Wednesday, 1 November 2023

28 pieces
Abhishek Maran · Abhishek Maran
Raising Your First Round of Capital
Newcomer · Eric Newcomer
The AI Personal Stack (with Joshua Browder)
Venture Unlocked · Samir Kaji
Going back to the foundation of Kleiner Perkins with Mamoon Hamid through clear busines model focus and culture
Deciens
Partner Perspectives on Money20/20
SignalFire
The Quarterly Sit-Down: How to run more efficient performance reviews
yCombinator
Dalton and Michael's tips for technical founders
Pirate Wires · Mike Solana
TikTok Dancing for Hamas
Madrona Ventures
Madrona’s Ongoing Partnership with Snowflake: Empowering Startups for a Data-Driven Future
Sequoia
Dan Lorenc Chainguard Spotlight
Seth Levine
American Enterprise is In Danger from Recent Court Ruling — VC Adventure
Alex Lazarow · Alex Lazarow
Camels go main-mainstream; negative CAC, Exadelic
Sammy Abdullah
Growing your SaaS Cohorts
A16Z Home Feed
Investing in Gate Bio
A16Z Home Feed
Usage-Based Pricing Is Popular, But Is It Right For You? Our Rule of Thumb
Battery Ventures' Substack
The AI Elephant in the Boardroom
Ian's Blog: Nominal Returns · Ian Gutterman
My Allstate Activist Campaign Proposal
The Idea Maze · Rob Go
Brian Long - Founder of Attentive and TapCommerce
Stratechery
Attenuating Innovation (AI)
Boldstart VC
Clearing the 3 biggest dev tool activation hurdles
A16Z Home Feed
Investing in Prepared
Boldstart VC
Clearing the 3 biggest dev tool activation hurdles
The Micromobility Newsletter · Team M
📝 Tell us about yourself
Chris Neumann · Chris Neumann
If I Had a (Hundred) Million Dollars
Nongaap Investing · Mike
[Premium] Dialing-Up a Deal?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Biggest Rug Pull of Our Lives
Kyle Poyar's Growth Unhinged · Kyle Poyar
How an AI sidecar product drove 30% of sign-ups
Steven Sinofsky
211. Regulating AI by Executive Order is the Real AI Risk
Harlem Capital
The Future of Software is Vertical
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