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SUN 20 SEPT 2026 · 92 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

Tuesday, 12 September 2023

14 pieces
The Micromobility Newsletter · Team M
💣 Why Micromobility Is a Huge Weapon Against Climate Change
A Wealth of Common Sense · Ben Carlson
The Problem With Being House Rich
Not Boring · Packy McCormick
Capitalism Onchained
VersionOne VC
The power of two: How AI can spark both technological and business model innovation
Stratechery
Charter-Disney Winners and Losers
Ben Yoskovitz
How To Jump From One Market To Another
Lenny's Newsletter
A guide for finding product-market fit
OpenView Partners
The Marketing Playbook I Helped Create Doesn’t Work Anymore. Here’s the New B2B Marketing Playbook.
David Paul · David Paul
Jen Abel from JJELLYFISH on Why Founders Fail to Find Product Market Fit
D'Arcy Coolican
"I've Seen This Before, It Didn't Work" Startups
White Star Capital
Welcoming Structured Growth Capital to the White Star Capital family
Deconstructor of Fun
Product Mindset: Why Does Your Team Need It, and Is It Worth Cultivating?
OpenVC.app
How I was banned from X… and got my account back!
OpenVC.app
How Quantum Computing Threatens SaaS

Monday, 11 September 2023

24 pieces
BIG by Matt Stoller · Matt Stoller
Big Tech on Trial: How BIG will be covering the Google Trial
Vinod Khosla
What is at stake in this AI based techno-economic war between the West and China?
Newcomer · Eric Newcomer
SCOOP: MotherDuck Raising $43M in Felicis-Led Round, Valuing Startup at $350M
Battery Ventures
When It Comes to Enterprise Tech Spending, Buyer Enthusiasm is “Not Dead Yet!”
Deconstructor of Fun
Turkish Gaming Phenomenon Uncovered: A Conversation with Rina Onur
Guru Chahal
Will Enterprise AI Models Be “Winner Take All?”
Sequoia
Partnering with Co:Helm: The Co-Pilot for Health Care
Trace Cohen
Crafting a Winning Pitch: How to Convince VCs Your Startup Is Poised for Growth
A16Z Home Feed
Investing in Pahdo Labs
A16Z Home Feed
Investing in Pahdo Labs
The Rebooting
Scenes from the rebundling
SignalFire
How CMOs say AI is changing content, sales, and event marketing
SignalFire
How CMOs say AI is changing content, sales, and event marketing
Revolution Ventures
Cart-e Blanche: Navigating a Brave New E-Commerce World
Lenny's Newsletter
500,000
The Sociology of Business · Ana Andjelic
A case for portfolio growth
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Macro Case for Crypto
Dawn Capital
Next-generation automation: what Generative AI means for RPA
European Tech Weekly
European Tech Weekly - Week 36
Building Rome(s) · Aadil Maan
A Dispatch On All Things Tools
Building Rome(s) · Aadil Maan
A Dispatch On All Things Tools
Akash Bajwa
Integration Strategy
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: The Google Antitrust Trial Starts on Tuesday
Erik Torenberg
America the Oligarchy

Sunday, 10 September 2023

2 pieces
Hunter Walk
Why VC Isn’t Right for Most Startups, The Place Where Taylor Swift, Gwar & Cypress Hill are Equals…
Margins of Medicine · Sherman Leung
Starting Residency + "Founder Rounds"
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