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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

Monday, 17 July 2023

5 pieces
Deconstructor of Fun
Lessons Learned From My Startup Journey
Akash Bajwa
Bob Noyce's Penetration Pricing As A Market-Creating Innovation: App & Infrastructure Cycles
Shravan Narayen · Shravan Narayen
Don't Forget about Iceberg
Shravan Narayen · Shravan Narayen
Scaling Your Product Org Part 1: Hiring
Tomasz Tunguz · Tomasz Tunguz
Producing Charts with AI

Sunday, 16 July 2023

9 pieces
Venture Prose
Animal
Retail Is Alive · Rebekah Kondrat
Popupalooza is coming (again)—do these actually work?
Investing in AI · Rob May
AI Cannot Solve QWERTY Problems
Accelerated · Justine & Olivia
🚀 Instagram's Threads hits a speed bump
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Hollywood on Strike
A Wealth of Common Sense · Ben Carlson
Good News-Bad News About the Economy
Lenny's Newsletter
LinkedIn’s product evolution and the art of building complex systems | Hari Srinivasan (LinkedIn)
Montage Sequence · Sriram Krishnan
Op-ed: social media and chaos
The Generalist · Mario Gabriele
Stablecoins: The Next Financial Platform

Saturday, 15 July 2023

11 pieces
Pirate Wires · Mike Solana
The White Pill: Elon's xAI to Tackle Fundamental Mysteries
Forerunner Ventures · Forerunner Ventures
The CQ: The Startup Industry's "Giant Pressure Cooker" With Mental Health Challenges
Charles Hudson
It's Not Your Fault, But It's Your Problem
F Prime
E-Commerce Divergence & the Neobank Conundrum
Venture Unlocked · Samir Kaji
Demystifying Private markets: Announcing the Allocate substack
David Paul · David Paul
"Going the Distance" and Weekend Reads and Listens
Turner Novak
🎧🍌 Making Healthcare a Product, Not a Service | Adrian Aoun (Founder and CEO, Forward)
Alex Lazarow · Alex Lazarow
Visa Acquired Pismo For $1 Billion, Highlighting The Startup Renaissance In Emerging Markets
Kyle Harrison
The Openness of AI
Ed Sim
What's 🔥 in Enterprise IT/VC #350
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week…

Friday, 14 July 2023

15 pieces
yCombinator
Early interviews for AI companies - apply by Tuesday July 18, 2023
yCombinator
Early interviews for AI companies - apply by Tuesday July 18, 2023
A Wealth of Common Sense · Ben Carlson
Bear Markets Are Transitory
Newcomer · Eric Newcomer
A Bleak VC Outlook, Andreessen Roots for a Fight, A Ripple Win & Liquid Death IPO Talks
My Climate Journey · Jason Jacobs
Inside China's Economic and Climate Landscape
Net Interest · Marc Rubinstein
Drexel’s Second Coming
Lenny's Newsletter
🧠 Community Wisdom: Tech education for non-tech PMs, unconventional startup hierarchies, framing failed startup experience in an interview, cost reduction vs. product development, and much more
Sam Smith-Eppsteiner
Climate: Changing the narrative on “hard to abate” sectors
Matt Brown
Bundling, Unbundling, and Timing
BIG by Matt Stoller · Matt Stoller
Quick Read: Walled Garden America
Rougher Thoughts · Sarah Tavel
Don't Fall Into the Trap of Taking the Wrong Lessons from Others' Success
Clouded Judgement · Jamin Ball
Clouded Judgement 7.14.23 - Metrics Required to IPO (IPO Window Opening?)
Movements · Adam Feldman
The Dragonfly: ''McLaren of micromobility vehicles'' | July 14th, 2023
Not Boring · Packy McCormick
Weekly Dose of Optimism #51
Apex Venture Studio
Can you Compound?
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