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MON 21 SEPT 2026 · 90 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, 24 August 2023

13 pieces
CRV Insights
CRV Expands Investment Team, Welcomes New Security Startups and Engages with Top Tier Journalists
Ian's Blog: Nominal Returns · Ian Gutterman
The First Draft of Hippo’s Obituary
The Rebooting
Editorial scorecards
The Micromobility Newsletter · Team M
🌞 The OG Dune Buggy Finally Goes EV
Alpaca VC
Meet Alpaca’s “New” Senior Associate — Andrew Peng
All Raise
WeightWatchers CEO Sima Sistani discusses the importance of community in the digital age
Lenny's Newsletter
The ultimate guide to JTBD | Bob Moesta (co-creator of the framework)
Building Rome(s) · Aadil Maan
The Blurred Line Between Methodology and Framework
Building Rome(s) · Aadil Maan
The Blurred Line Between Methodology and Framework
OpenView Partners
The Evolution of Miro’s User Onboarding: Why Big Investments Didn’t Stick, and Smart Iterations Won
Nongaap Investing · Mike
[Premium] Sufficient M&A Signal?
Battery Ventures
The Gen Z Consumer Tech Wave Is Coming – Here’s What We’re Tracking
Multicoin Capital
Exploring Long-Term Staking in PoS Networks

Wednesday, 23 August 2023

24 pieces
Abhishek Maran · Abhishek Maran
VC's Are Not A Commodity
Hunter Walk
Lightspeed VC Michael Mignano on Why Apple’s Threats Influenced His Decision to Sell Anchor to…
Sarah Tavel
AI startups: Sell work, not software
David Teten
How to Finance Underrepresented Founders without Using a Race or Gender Filter
Short-Formed · Anu Atluru
Define the Game
Short-Formed · Anu Atluru
Define the Game
Newcomer · Eric Newcomer
The Scam in the Arena
Shravan Narayen · Shravan Narayen
Avoiding Competitive Destruction from AI
Nkechi Iregbulem
Investing in Modyfi
Charles Hudson
The number one piece of advice I give to new VCs launching their investing careers
yCombinator
Why investors (secretly) love YC
Abe Murray
AlleyCorp Robotics | August 2023 News Rollup
Chris Neumann · Chris Neumann
What is Appropriate VC Diligence?
Flare Capital
Investing in Visana Health: Expanding access to value-based women’s healthcare nationwide
AVC · Fred Wilson
Subscribing To AVC
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Rates to the Hilt
Kyle Poyar's Growth Unhinged · Kyle Poyar
The evolution of Miro's user onboarding
Kyle Poyar's Growth Unhinged · Kyle Poyar
The evolution of Miro's user onboarding
Digital Native · Rex Woodbury
Follow the Money: Categories of Consumer Spend
Digital Native · Rex Woodbury
Follow the Money: Categories of Consumer Spend
Pirate Wires · Mike Solana
Pay Me, Mark Zuckerberg
Tanay Jaipuria · Tanay Jaipuria
Cracking Open the IPO Window
Tanay Jaipuria · Tanay Jaipuria
Cracking Open the IPO Window
Tomasz Tunguz · Tomasz Tunguz
The Dawn of AI : Pricing Power & Profits in NVidia's Business

Tuesday, 22 August 2023

3 pieces
Newcomer · Eric Newcomer
Hydrogen Space Balloon (with Jane Poynter & Ali Rohde)
Madrona Ventures
Cohere’s Ivan Zhang on Foundation Models, Retrieval Augmented Generation, and Feedback Loops
Aubrie Pagano
Everyone Needs a Friend Like Jess
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