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TUE 22 SEPT 2026 · 83 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, 29 June 2023

13 pieces
David Paul · David Paul
Nick Arambula of Neighbor on Doing a "Lift Out" on a New Direct to Consumer E-Commerce Category
Picus Capital
Energy markets 101
Lightspeed Venture Partners
Eight AI Startups Winning the Race for Tech Talent
7wire Ventures
Home is Where the Health Is: How Digital Health Can Make the Home a True Consumer-Centered Medical Home
Lightspeed Venture Partners
Announcing Lightspeed’s Investment in Berry Health
Sequoia
Bending the Arc: Founders Share Their Journeys
Turner Novak
🎧🍌 Turning Techers Into Superheroes | Ryan Delk (Co-founder and CEO, Primer)
Pirate Wires · Mike Solana
Zuck-Elon Updates, TikTok Worries About Disinformation (lol), CA Clown Car
Digital Native · Rex Woodbury
How Roblox Grows: From Virtual Playground to Global Empire
Digital Native · Rex Woodbury
How Roblox Grows: From Virtual Playground to Global Empire
Madrona Ventures
Typeface Unleashes Generative AI for Personalized Enterprise Content Creation
Creandum
Lars Nordwall joins Creandum as Venture Partner
BIG by Matt Stoller · Matt Stoller
Will the Biggest Tech Merger of All Time Go Through?

Wednesday, 28 June 2023

24 pieces
Abhishek Maran · Abhishek Maran
Where Has All The Money Gone?
Abhishek Maran · Abhishek Maran
Where Has All The Money Gone?
Collaborative Fund
A Few Questions
Mouro Capital
Financial crime in fintech times
Abe Murray
AlleyCorp Robotics | June 2023 News Rollup
MaC Venture Capital
Avala: People-First AI
John Tough
Capital Goods Valuations – Current Market Disconnect
Shomik Ghosh
Memphis: Building Stream Processing that Doesn’t Suck (aka a Delightful Dev First…
SignalFire
You know you need a customer success team when…
Aubrie Pagano
A Covid Hangover
John Tough
Blackstone invests $1 billion more into Invenergy
Charles Hudson
All Venture Booms End with a Return to Governance
Semil Shah
It’s A Whole New World Of Streaming With Redpanda Data
Next Big Thing · Nikhil Basu Trivedi
Five Themes for New Investments in Mid-2023
Alpaca VC
Meet Alpaca’s New Chief of Staff — Julie Cerick
Chris Neumann · Chris Neumann
It's Not Just What You Say, It's How You Say It
David Paul · David Paul
What I Learned from Reading "What Could Go Right: Designing Our Ideal Future to Emerge from Continual Crises to a Thriving World"
Saastr
Dear SaaStr: What Are The Biggest Lessons You’ve Learned from Failure as an Entrepreneur?
Turner Novak
🎧🍌 The iPhone For Your Dog | Ken Ehrman (Co-founder, Halo Collar)
Kyle Poyar's Growth Unhinged · Kyle Poyar
Lessons learned scaling to $5B with Cockroach Labs’ CEO
Kyle Poyar's Growth Unhinged · Kyle Poyar
Lessons learned scaling to $5B with Cockroach Labs’ CEO
Balderton
Our Investment in TreasurySpring
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Why Crypto Needs Blackrock
Madrona Ventures
Welcome Venture Partners Loren Alhadeff, Mark Nelson, and Ted Kummert

Tuesday, 27 June 2023

3 pieces
This is Going to be BIG · Charlie O'Donnell
This is Going To Be... Not on Substack
A16Z Crypto
read, write, own; play; catch up! summer roundup part 1
InfoArbitrage · Roger Ehrenberg
Why we’re going deep on Betr: The Entertainment-ification of Sports
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