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TUE 22 SEPT 2026 · 76 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

Wednesday, 14 June 2023

4 pieces
Sturgeon Capital
How startups can raise money in emerging markets today
Point72 Ventures
Glyphic AI Raises $5.5m to Build AI Copilot Reinventing How Sales Teams Work
Point72 Ventures
Glyphic AI Raises $5.5m to Build AI Copilot Reinventing How Sales Teams Work
Point72 Ventures
Software Bills of Material (SBOMs) – All the right ingredients, but something is still missing

Tuesday, 13 June 2023

30 pieces
Madrona Ventures
Howie Liu on Product-Led Growth and Embedding a “Little LLM Brain” in Every Airtable Cell
Newcomer · Eric Newcomer
Not Exactly AR And Not Exactly VR (with Lauren Goode & Anand Agarawala)
Collaborative Fund
Compounding Optimism
Point Nine News
Savoring the AI Meal Without Being Eaten: A Rejoinder to Marc Andreessen
Pirate Wires · Mike Solana
Eat, Pray, Cringe
AVC · Fred Wilson
Coming Back Up For Air
Trace Cohen
The Differences Between a $50M and $1B VC Fund
A Wealth of Common Sense · Ben Carlson
This is Why You Stay the Course
Frankly Speaking · Frank Wang
How Cloudflare fails
OMERS Ventures
Follow the money: how one technology startup is ushering in a new era for wealth management.
Lightspeed Venture Partners
Meet Europe’s Next Great Generative AI Startup: Mistral AI
Steve McGovern
The Time is Now for Transformational InsurTech Businesses
David Paul · David Paul
Shawn Wilkie of Talkatoo on Transforming the Transcription and Scribing Industry with ChatGPT within Vertical Software
My Climate Journey · Jason Jacobs
Chilling Realities: The Neglected Climate Impact of Refrigerants
Lightspeed Venture Partners
SaaS 4.0: Say Hello to The Era of Cognition
The Rebooting
Punchbowl’s Anna Palmer on building a new media brand
First1000 · Ali Abouelatta
🎬 Netflix
Matt Turck
Synthesia’s Series C – And a Few Lessons Learned Building a Generative AI Startup
Point72 Ventures
Computer Vision and Pattern Recognition Conference (CVPR) 2023 – Our Expectations
Ian's Blog: Nominal Returns · Ian Gutterman
Will The FHCF Survive 2023?
Greylock News
Next Generation Application Security
Massimo Sgrelli
What is the most critical talent to master for great technical founders?
OpenView Partners
PLG and Sales in 2023: How to Combine Them for Efficient Revenue Growth
BBG Ventures
Top 8 Lessons for Scaling an Early-Stage Company, from the BBGV Accelerate Summit
The Micromobility Newsletter · Team M
🏎 Aston Martin of Scooters
Upper90
Asset-Based Lending vs. Venture Debt, Demystified
Red River West
Data-led investment: two fundamentally different approaches
Ben Yoskovitz
The Many Flavors of Venture Studios
Pirate Wires · Mike Solana
Believe All Military Officials
Building Rome(s) · Aadil Maan
Sweating small stuff / Milestones & Estimates / We need to change how we interview TPMs

Monday, 12 June 2023

6 pieces
Making Connections by Jax
Measuring Marketing Performance
AfterWork Reading
Celebrating Lyka's Series B+: What we've learned since our initial investment
Manan Modi
4 Bold Predictions for the Future of Venture Capital in 2023 and beyond
Deconstructor of Fun
Early impressions of Supercell’s Floodrush
All Raise
Three Questions with: Kleida Martiro
Fika Ventures
FedNow instant payments are about to unlock fintech investment opportunities
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