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SUN 20 SEPT 2026 · 91 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

Thursday, 7 September 2023

25 pieces
Point72 Ventures
Certa closes $35M Series B to manage Third-Party Vendors
Notorious PLG · Zach DeWitt
9.7.23 AI's Retention Problem
Notorious PLG · Zach DeWitt
9.7.23 AI's Retention Problem
Boldstart VC
Ellen’s Newsletter
Boldstart VC
Dev First Founder Toolkit
Greylock News
Seth Rosenberg is Greylock’s Newest General Partner
Greylock News
Product-Led AI
Sequoia
Crucible Moments Essay
Late Checkout · Greg Isenberg
How I met my heroes
Obvious Ventures
Flipping the Switch on Home Decarbonization
99% Derisible · Yoni Rechtman
Why We’re Backing Pre-Seeds
The Rebooting
Sequencing
A16Z Home Feed
Let’s Get Personal: Why AI Will Unlock a Massive Market for Online Consumer Services
BIG by Matt Stoller · Matt Stoller
Quick Read: Google Cares About Google's Privacy
Glenn Borok
America at a Crossroads: Seizing the Window of Opportunity to Revitalize
Glasswing VC
Generative AI Series Part 2: Application Prioritization Criteria
First1000 · Ali Abouelatta
🚗 Uber One: Information Hierarchy
The Micromobility Newsletter · Team M
🧃 Juiced Scorpion X2’s Triumphant Return
Lenny's Newsletter
An inside look at Figma’s unique GTM motion | Claire Butler (first GTM hire)
OpenView Partners
Who Owns Growth in SaaS? It Depends. Here’s What the Data Says.
White Star Capital
Building the next generation Digital Asset Lender: why we invested in Trident’s $8m Seed Round
Turner Novak
Why Does Instacart's IPO Filing Mention Food Stamps 25 Times?
Digital Native · Rex Woodbury
Daybreak: Venture Capital for the Next Generation
Digital Native · Rex Woodbury
Daybreak: Venture Capital for the Next Generation
Tomasz Tunguz · Tomasz Tunguz
The Rise of Data Lakes in Software Architecture

Wednesday, 6 September 2023

15 pieces
Tanay Jaipuria · Tanay Jaipuria
Instacart S-1 Breakdown
Tanay Jaipuria · Tanay Jaipuria
Instacart S-1 Breakdown
Jeff Morris Jr.
When Facebook Tried To Kill Tinder
Jeff Morris Jr.
When Facebook Tried To Kill Tinder
Point Nine News
Will AI Accelerate Vertical SaaS Adoption?
Abhishek Maran · Abhishek Maran
A Pre-Seed Round Doesn't Replace Hard Work
OMERS Ventures
The challenges of legal vertical SaaS
Greycroft.com
Announcing our newest partner, Marcie Vu
Bottom Up by David Sacks · David Sacks
Why We Founded SaaSGrid
Loup Ventures
We Know the IPO Window Is Open. The Real Question Is How Wide?
Next Big Thing · Nikhil Basu Trivedi
A conversation with Harry Stebbings, The Twenty Minute VC
Greylock News
Welcome David Thacker (Back!) to Greylock as our Newest General Partner
Collaborative Fund
Respect and Admiration
yCombinator
Meet the YC Summer 2023 Batch
Chris Neumann · Chris Neumann
VC (Probably) Isn't Right for You
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