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TUE 22 SEPT 2026 · 88 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 TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Thursday, 20 July 2023

3 pieces
Demren Sinik
The Dry Powder Ratio
Loup Ventures
Tesla Is Making the Right Decision to Invest in the Business
Tomasz Tunguz · Tomasz Tunguz
Operating in the Dark

Wednesday, 19 July 2023

28 pieces
Abhishek Maran · Abhishek Maran
Why Most Founders Don't Raise Enough Money
Abhishek Maran · Abhishek Maran
Why Most Founders Don't Raise Enough Money
Collaborative Fund
Rich and Anonymous
Thomvest
How to Create a Great Brand For Your Startup on a Shoestring Budget
Turner Novak
How Inngest Helps Developers Build Serverless Workflows
Obvious Ventures
The Healthcare Co-Pilot: Why We Invested in GenHealth
Eniac Ventures
LevelAI’s founder on moving fast, betting on AI, and finding product-market fit
Craft Ventures
Why We Invested in GenHealth.ai
Eric Feng
Introducing Cymbal, the human readable block explorer
Battery Ventures
Refactoring or Recompiling? Streamlining the Transition Between Architectures with Wing Cloud*
Battery Ventures
Refactoring or Recompiling? Streamlining the Transition Between Architectures with Wing Cloud*
Newcomer · Eric Newcomer
Unstructured Raises $25 Million to Bring Order to the Chaos for Language Model Data
Madrona Ventures
Unleashing the Power of Unstructured Data
Ian's Blog: Nominal Returns · Ian Gutterman
How Man Exacerbates Man Made Climate Change
Next Big Thing · Nikhil Basu Trivedi
On revenue, gross profit, and profitability
A16Z Home Feed
The NeverEnding Game: How AI Will Create a New Category of Games
My Climate Journey · Jason Jacobs
Our Investment in Verse
Collaborative Fund
Our Investment in Verse
Chris Neumann · Chris Neumann
Experience vs. Expertise
David Paul · David Paul
My Two Takeaways from Reading "The Infinite Game" by Simon Sinek
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Recession Not Required
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to SaaS product metrics
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to SaaS product metrics
Digital Native · Rex Woodbury
Barbie and the AI-Generated Internet
Digital Native · Rex Woodbury
Barbie and the AI-Generated Internet
Erik Torenberg
The Economic Case for Trade
Alex Lazarow · Alex Lazarow
“We need to buy less and sell less, and we need to pay people more.”
World Positive
The Healthcare Co-Pilot: Why We Invested in GenHealth

Tuesday, 18 July 2023

9 pieces
Newcomer · Eric Newcomer
Talking Threads With the Facebook Whistleblower Frances Haugen
A Wealth of Common Sense · Ben Carlson
Some Other Forms of Wealth
Munich Re Ventures
Fueling Up in the Final Frontier: How Orbit Fab’s Gas Stations in Space™ Are Changing the Refueling…
Reforge
Reforge Artifacts:
M25 Capital
Why We Invested in TitleWise
On My Mind · Michael Dempsey
The Dark Forest of R&D and Capital Deployment in AI
My Climate Journey · Jason Jacobs
The Case for Methane Removal
Sequoia
AI Paradox Perspective
Michael Dempsey
The Dark Forest of R&D and Capital Deployment in AI
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