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SUN 20 SEPT 2026 · 95 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

Wednesday, 4 October 2023

10 pieces
A16Z Home Feed
Investing in Blackbird
Chris Neumann · Chris Neumann
SF is Back
The Idea Maze · Rob Go
Jesse Pujji - Founder of Ampush and Gateway X
A16Z Home Feed
It’s Time to Raise Your Debt Facility: Execution Tactics for Founders
Kyle Poyar's Growth Unhinged · Kyle Poyar
The definitive SaaS homepage framework
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Yolo Spenders
Digital Native · Rex Woodbury
The Hyper-Personalization of Everything
Dawn Capital
The future’s Brite for instant payments: Why we’re backing the next generation platform to pay and…
Dhruv Sane
Early-stage funding in India is broken
Jared Hecht
Don’t Die of Heart Disease

Tuesday, 3 October 2023

30 pieces
Madrona Ventures
Troop Travel Founders on Identifying a Problem to Solve, Launching a Startup, Hiring for Scale, and Investor Relationships
Loup Ventures
Meta App Subscriptions Would Move the Revenue Needle
Matt Turck
New Investment: Sparta Commodities
Jeff Morris Jr.
Bear Necessities
Jeff Morris Jr.
Bear Necessities
A Wealth of Common Sense · Ben Carlson
Higher For Longer vs. the Stock Market
On My Mind · Michael Dempsey
Open Source AI Business Models & Brand Moats
Pirate Wires · Mike Solana
Reality Asserts Itself at a Women's Tech Conference
World Positive
Climate Ag’s Moment in the Sun
Glasswing VC
The History of Artificial Intelligence
Greylock News
A $1 Billion Commitment to Day One
Michael Dempsey
Open Source AI Business Models & Brand Moats
Glasswing VC
THE HISTORY OF ARTIFICIAL INTELLIGENCE
Marque VC
Vatn Systems Featured at 2023 FATHOMWERX Summit
The Rebooting
The publisher/agency model
Frankly Speaking · Frank Wang
Thoughts on the Las Vegas hack
USV
Paying attention to the climate crisis
SignalFire
How Stampli’s AI will end finance busywork
Boldstart VC
A formula for prioritising feature requests
Sonia Nagar
The Rule of 40: A Refresher
The Micromobility Newsletter · Team M
⏮ Onewheel’s Total Recall
Not Boring · Packy McCormick
Anduril: Acquiring Prime
7wire Ventures
Announcing the Close of 7wireVentures’ Newest Investment Vehicle: A $217M + Growth & Opportunity Fund
Abraham Thomas
Strong Opinions, Weakly Held
Alpaca VC
What’s Next for Web3? Alpaca’s Thesis on Venture’s Most Controversial Space
Building Rome(s) · Aadil Maan
A Thought Partner That Never Sleeps Or Complaints
Building Rome(s) · Aadil Maan
A Thought Partner That Never Sleeps Or Complaints
Ben Yoskovitz
Corporate-Startup Collaboration Can Work
Lenny's Newsletter
Hiring your early team
Madrona Ventures
Madrona Fuels Growth in Cloud-Native Infrastructure as Code With Pulumi
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