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SUN 20 SEPT 2026 · 93 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

Saturday, 23 September 2023

1 pieces
Late Checkout · Greg Isenberg
I'M FEELING SPICY TODAY

Friday, 22 September 2023

21 pieces
Pirate Wires · Mike Solana
Dean Preston: San Francisco's Millionaire Marxist
Pirate Wires · Mike Solana
Dean Preston: San Francisco's Millionnaire Marxist
A Wealth of Common Sense · Ben Carlson
How to Outperform
Loup Ventures
iPhone 15 Upgrade Experience Underscores Apple Is a Consumer Staples Company
Grace Ge · Grace Ge, Partner @ Amplify
A Masterclass in Scaling Developer-First Products With Industry Veteran Eeke de Milliano
Charles Hudson
Sometimes No Is the Beginning, Not the End
Net Interest · Marc Rubinstein
Out with the Old
First1000 · Ali Abouelatta
📷 Ring: Boring can be good
Trace Cohen
Navigating the Looming Series A Crunch in a Bear Market: Opportunities and Challenges
Lenny's Newsletter
🧠 Community Wisdom: Mentoring program applications now open + Managing tension with engineering team, becoming a more technical PM, dealing with an ineffective manager, and much more
Matt Roberts
The case of the missing Canadian Dotcom crash
Sammy Abdullah
Q2 SaaS Margins & Op loss
A16Z Home Feed
Are You Ready To Be a Public Company?
Clouded Judgement · Jamin Ball
Clouded Judgement 9.22.23 - What's Going On With Interest Rates?
Movements · Adam Feldman
Pi-Pop E-Bike: Pioneering Sustainable Mobility with Supercapacitors | Sep 22nd, 2023
BIG by Matt Stoller · Matt Stoller
"Cha-Ching!" Lina Khan Attacks Private Equity in Health Care
Not Boring · Packy McCormick
Weekly Dose of Optimism #61
Pirate Wires · Mike Solana
An Inconvenient Truth
Picus Capital
Climatetech & Fintech: Converging into the 2020s
Race Capital
Demystifying the Logs
The Generalist · Mario Gabriele
A24: The Rise of a Cultural Conglomerate

Thursday, 21 September 2023

18 pieces
A Wealth of Common Sense · Ben Carlson
Renting vs. Buying: When You Shouldn’t Buy a House
Loup Ventures
Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude
Dror Berman
Bridging technology, defense, and progress: Josh Berglund joins Innovation Endeavors
Ryan Shannon · VC @ Radical Ventures
Lessons learned from a hot month for IPO's
Abraham Thomas
The Worst Outcome is a Mediocre Success
Munich Re Ventures
Reimagining Cyber Insurance in Europe: Stoïk’s Solution
Pirate Wires · Mike Solana
Biden's DEI Tech Hubs Program
Andrew Ziperski
Navigating the Fog: Software Investors’ Playbooks for the Next Cycle
David Teten
Introduction to Versatile VC Webinar: Thursday, Sep. 28, Noon EST
Craft Ventures
Why We Invested in Secoda
SignalFire
LLMs: Legal language models and the end of legalese
A16Z Home Feed
Investing in Proof of Play
A16Z Home Feed
TipTop
The Micromobility Newsletter · Team M
👀 First Look at MINI’s Debut Ebike
A16Z Home Feed
Fintech Fuels Global Payments
A16Z Home Feed
Software Transcends Borders—Why Not Money?
A16Z Home Feed
Foreign Exchange 101: What Happens When You Send Money Abroad?
The Rebooting
Ecosystems
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