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SUN 20 SEPT 2026 · 96 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

Monday, 30 October 2023

9 pieces
Deconstructor of Fun
Diary of a (retired) CEO
Sammy Abdullah
International expansion is a key to tech/SaaS growth
The Sociology of Business · Ana Andjelic
Gwyneth's flywheel
AVC · Fred Wilson
Sleep
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Luxury
European Tech Weekly
European Tech Weekly - Week 43
Akash Bajwa
Risk Curves in Venture Capital
Eric Feng
Welcoming Solana to Cymbal
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Striking Autoworkers Get a Big Win, Google Takes a Big Loss

Sunday, 29 October 2023

4 pieces
A Wealth of Common Sense · Ben Carlson
How Much is a 3% Mortgage Worth?
Nongaap Investing · Mike
Illumina: Icahn Drops "Helix" Bombshell
Kiera Klinsky
Abbey Cahill | Writer and Founder of The Q Review
Lenny's Newsletter
Reflections on a movement | Eric Ries (creator of the Lean Startup methodology)

Saturday, 28 October 2023

6 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Our 2023 Reflections and Forward Looking Focus
Pirate Wires · Mike Solana
Techno-Optimists Only
Josh Elman
Earning the right to do the next thing is more important than doing the right thing once
Kyle Harrison
Oops, I Did It Again
Ed Sim
What's 🔥 in Enterprise IT/VC #365
Erik Torenberg
Group Narcissism

Friday, 27 October 2023

21 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week…
A Wealth of Common Sense · Ben Carlson
The Crash Callers Won’t Save You
Marque VC
Jake Chapman to Speak on US-China Competition
BIG by Matt Stoller · Matt Stoller
The Banality of Price Fixing
Boldstart VC
20VC: The Three Types of Seed Rounds (aka “Inception Rounds”), Why Seed Has Never Been More Competitive…
Ripple Ventures
Ripple Ventures: On Fellow Fund’s First Anniversary, Reflections, and How We Evaluate Companies
David Teten
How investors can fight terror
David Teten
How Investors can fight terror
Net Interest · Marc Rubinstein
A Reckoning in Payments
Lenny's Newsletter
🧠 Community Wisdom: AMA with Andy Johns + Calculating TAM for a startup in a new category, coping with job search rejections, shifting from output to an outcome-focused roadmap, and much more
Pirate Wires · Mike Solana
19 Scientists Who Have Saved the Most Lives
Battery Ventures' Substack
Rethinking Software Pricing in the Era of AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Open (Source) Sesame
Sammy Abdullah
State of the Cloud and SaaS
Clouded Judgement · Jamin Ball
Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23
Boldstart VC
Inception Investing: the new race to be first in Venture… and Pre-Seed ain’t first any more
Movements · Adam Feldman
Setback for Self-Driving Industry as California Suspends Cruise | Oct 27th, 2023
Not Boring · Packy McCormick
Age of Miracles
Boldstart VC
Inception Investing: the new race to be first in Venture… and Pre-Seed ain’t first any more
Sturgeon Capital
How big really is 250m people?
Making Connections by Jax
Where could Spotify take Audiobooks?
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