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MON 21 SEPT 2026 · 83 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

Wednesday, 1 November 2023

2 pieces
Harlem Capital
The Future of Software is Vertical
Tomasz Tunguz · Tomasz Tunguz
How Much Should Quotas Increase Next Year?

Tuesday, 31 October 2023

30 pieces
Madrona Ventures
Tigera CEO Ratan Tipirneni on Commercializing an Open-Source Project
Glasswing VC
Hello world!
Glasswing VC
Hello world!
Pirate Wires · Mike Solana
The Brief, Glorious, Basic Business History of America’s Favorite Spice (Pumpkin)
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Abundant Energy, From the Earth to the Asteroid Belt
Thomvest
It’s Time to Build: Thomvest Ventures Introduces Job Listings to Support Portfolio Companies
Tanvi Lal
Tanvi’s Thoughts: Building Credibility as a VC
Turner Novak
🍌 Could These YouTubers Build the Next Disney World?
Battery Ventures
Three Steps to Applying PLG Concepts to Non-PLG Expansion Cycles
Abe Murray
AlleyCorp Robotics | October Newsletter
A Wealth of Common Sense · Ben Carlson
Complacency in the U.S. Economy
Jared Hecht
Founder Vesting
Susa Ventures
Our Investment in Danti
Elad Gil
Fireside: Satya Nadella, CEO Microsoft live in SF
Founder Collective
We’re Hiring MBA Associates in Harvard Square & Soho
The Rebooting
Adventures in sales
The Rebooting
Adventures in sales
Frankly Speaking · Frank Wang
Security needs to shift away from risk and focus on trust
The Micromobility Newsletter · Team M
🚗 Foxconn's Big Goals for Minicars
A16Z Home Feed
Supercharging Discovery with Evan Feinberg
A16Z Home Feed
The Superhero Stack
Not Boring · Packy McCormick
Medicine's Endgame
Ben Yoskovitz
Breaking Down an Early Stage Startup Pitch Deck
OpenView Partners
Mastermind: Join an Exclusive SaaS Founder Community
Lenny's Newsletter
Lessons learned from a startup that didn’t make it
White Star Capital
The Sustainable Global Economy
Radical VC
Underwriting Responsible AI: Venture capital needs a framework for AI investing  
Earlybird's Insights
A Promising Future for DNA and RNA-based Therapies
Maveron
Maveron Research Associate — 2024
Tomasz Tunguz · Tomasz Tunguz
The Impact of Anti-trust on M&A in Startupland

Monday, 30 October 2023

8 pieces
Collaborative Fund
Wild Minds
Cowboy Ventures
Navigating the New Normal: Insights from the Cowboy Fall 2023 Investor Offsite
First Round Review
Hire Better Managers: 35 Interview Questions for Assessing a Candidate
Continuations · Albert Wenger
Israel/Gaza
Ajay Agarwal
Some musings on the state of innovation in the logistics industry given macro headwinds and recent…
Matt Brown
Vertical, horizontal, and ghost markets
The Rebooting
The B2B-cession
Meera Clark · Meera Clark, Partner @ Redpoint
Charts to Chew On: The Tea on Q3.
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