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TUE 22 SEPT 2026 · 82 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

Tuesday, 27 June 2023

21 pieces
A Wealth of Common Sense · Ben Carlson
The 3 Kinds of Inflation
Frankly Speaking · Frank Wang
Having only security operations is ok
Uncork Capital
Uncork Raises $400M to Invest in and Support Seed-Stage Startups From Inception Through Growth
Redpoint Ventures
Fresh Ink: Welcoming Cyera, Transforming the Data Security Market for the Cloud Era
Arif Janmohamed
Why Lightspeed is Leading Redpanda’s $100 Million Series C
Lightspeed Venture Partners
Why Lightspeed is Leading Redpanda’s $100 Million Series C
John Tough
The Decade(s) of Batteries is Imminent
Turner Novak
🎧🍌 The Peel Episode 1: Building McDonald's for the Next Generation | Jonathan Neman, Co-founder and CEO of Sweetgreen
The Rebooting
Semafor and Puck bet on stars
Upper90
Why Capital Diversification Matters
My Climate Journey · Jason Jacobs
Climate Simulations: The Flight Plan for a Resilient Planet
The Micromobility Newsletter · Team M
⬅️ U.S Reverses 40+ Years of Pedestrian Safety
OpenView Partners
Lessons Learned Scaling to $5B With Cockroach Labs’ CEO
Not Boring · Packy McCormick
How to Fix a Country in 12 Days
Ben Yoskovitz
Building a Bottom Up Business Model for Your Startup
yCombinator
Inaugural YC Top Companies List by Revenue
7wire Ventures
7wireVentures Presents: Top of the Ladder Featuring HomeThrive Co-Founders & Co-CEOs Dave Jacobs & David Greenberg
Pirate Wires · Mike Solana
Panic at the Washington Post
Northzone
Investing in Digital ‘Third Places’
Nongaap Investing · Mike
[Premium] Transferring Money Assets
Earlybird's Insights
Fueling the Circular Carbon Economy with Greenlyte Carbon Technologies

Monday, 26 June 2023

19 pieces
G2VP
Why We Invested in 1Komma5°
John Tough
Making Climate Software Tangible: ZEDEDA and new Mobility
Matt Turck
This Week in AI: Databricks’ Acquisition of MosaicML
Deconstructor of Fun
Reflecting Upon the Last year in Blockchain Games
Madrona Ventures
The Question Every CEO is Asking: What is Our Generative AI Strategy?
Nkechi Iregbulem
AI-Powered Microchip Design
Continuations · Albert Wenger
Artificial Intelligence Existential Risk Dilemmas
Radical VC
Radical Reads: Dr. Fei-Fei Li on President Joe Biden’s AI Meeting
Ripple Ventures
The Quest for DPI: Transparency, Challenges, and Benchmarking Returns in Canadian Venture Capital
Matt Turck
This Week in AI: Databricks’ Acquisition of MosaicML
Patent Drop
PATENT DROP: Microsoft off the clock
Eniac Ventures
Why seed valuations haven’t fallen (yet)
David Paul · David Paul
The Crowded World of Startup Land
Picus Capital
The Craft — Conversations with Dev Pioneers
Stratechery
Amazon, Friction, and the FTC
Building Rome(s) · Aadil Maan
Real Skills / Data, Opinion, Decisions / Safest thing about SAFe
Hunter Walk
“If I never again have to read a bunch of entitled tech bros mansplaining on twitter about their…
AVC · Fred Wilson
Software That You Can’t Shut Down
Manan Modi
How Shopify, an $80 Billion Juggernaut, Optimizes its Landing Page to Increase Conversions
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