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SUN 20 SEPT 2026 · 95 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

Friday, 6 October 2023

1 pieces
Multicoin Capital
Discussions from the 2023 Multicoin Summit

Thursday, 5 October 2023

24 pieces
Making Connections by Jax
Personal Financial Management can work?
OMERS Ventures
Emerging trends in Autotech
Trace Cohen
Mastering the Art of Asking for Pre/Seed Funding: A Founder’s Guide
Marque VC
Mach Industries Closes $79M Series A at $335M Valuation
A Wealth of Common Sense · Ben Carlson
Experts vs. Amateurs
Jared Heyman
On the Y Combinator Summer 2023 batch
Deciens
Lessons from Deciens Community Circle: Scaling HR and Culture
Notorious PLG · Zach DeWitt
NPLG 10.5.23: A New Way to Monetize Open Source (MotherDuck)
Notorious PLG · Zach DeWitt
NPLG 10.5.23: A New Way to Monetize Open Source (MotherDuck)
Nkechi Iregbulem
Investing in Gradient
The Rebooting
Product people
Ian's Blog: Nominal Returns · Ian Gutterman
My Best Investment Idea: Three Year Treasuries
Sammy Abdullah
SaaS M&A multiples at 7.7x
Loup Ventures
Vision Pro Will Be a Hit—Once the Apps Show Up
First1000 · Ali Abouelatta
Headway
Collaborative Fund
The Thin Line Between Bold and Reckless
The Micromobility Newsletter · Team M
🌬 LeMond’s New Ebike Is Light As Air
Saastr
Dear SaaStr: As a Founder, How Do You Deal With Stress In a Startup?
Ada Ventures
Welcoming Michael Tefula to Ada Ventures as an Investor-in-Residence
Lenny's Newsletter
Brian Balfour: 10 lessons on career, growth, and life
OpenView Partners
What’s Next for Sales? 6 Steps to a Sustainable Sales Practice.
Battery Ventures
Not Just Weathering the Storm: How Today’s Cloud Companies are Cultivating Happy Employees and Brighter Workplaces
Kenneth Auchenberg
Getting back to my entrepreneurial roots
The Generalist · Mario Gabriele
What do venture capitalists do?

Wednesday, 4 October 2023

15 pieces
writing out loud · Wendy Xiao Schadeck
Hypothesis-led Investing
Charles Hudson
Getting Burn Rates in Line with Reality, Not the Letter Name of the Last Round
Abhishek Maran · Abhishek Maran
The Art of Earning Trust
Newcomer · Eric Newcomer
Announcing 3 New Cerebral Valley Speakers
7wire Ventures
Empowering Underserved Americans: Revolutionizing Medicaid Care Through Digital Health Solutions
Short-Formed · Anu Atluru
The Brunch Test
Short-Formed · Anu Atluru
The Brunch Test
FirstMark Ventures
The 2023 Negative CAC Market Map: The Companies Being Paid To Acquire Customers
Pirate Wires · Mike Solana
Back to the Future
Entrepreneur First
Don’t trade your autonomy for stability
Trace Cohen
The Power of Narrative: How Startups Can Win Investors with a Compelling Story
Thomvest
How HR and Marketing Can Work Together For Greater Business Impact
Battery Ventures
European Tech Companies, Are You Ready to Hop the Pond?
My Climate Journey · Jason Jacobs
Why the World is Watching Houston's Remarkable Energy Transition
Sammy Abdullah
Selling your code and patents
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