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TUE 22 SEPT 2026 · 75 new pieces this week

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Select picks in the past month
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, 7 June 2023

29 pieces
David Teten
Wealth Management Tech Stack: Livian & Co.
Point72 Ventures
10 Fintech Trends from Brazil
Patrick Salyer
Sales Playbook: What is it and How to Establish it
Patrick Salyer
Sales Methodology Simplified: Ditch the Questions, Teach and Share Insights
Patrick Salyer
Introducing: Patrick Salyer’s Substack - A Startup CEO Field Guide
Second Opinion · Christina Farr
Why the fertility market is poised to explode
Second Opinion · Christina Farr
Why the fertility market is poised to explode
Point72 Ventures
Generative AI is Coming for Real Estate – Why we’re backing EliseAI
Chris Neumann · Chris Neumann
Why Market Matters Most to VCs
Lightspeed Venture Partners
Fintech x AI: The Lightspeed View
Greycroft.com
Introducing Our Latest Investment: Contextual AI
Lightspeed Venture Partners
Contextual AI: Making Enterprise-Ready LLMs Available For All
Newcomer · Eric Newcomer
Former Facebook Research Scientist Raises $20 Million Seed Round for Enterprise Foundation Model Startup
Craft Ventures
Why We Invested in Dock
David Paul · David Paul
What I Learned from Reading Limitless by Jim Kwik
Munich Re Ventures
Grab Your Passport: How Faye is Reimagining Travel Insurance
OpenView Partners
SaaS Metrics 2.0: The Case For Next Era Metrics Playbook
Saastr
Dear SaaStr: What’s the #1 Way I Can Accelerate My Career Growth?
David Teten
Monday, 6/19, NYC: Dinner at the Italian Consulate of NY
Grant Gregory
Words to Live By
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to SaaS metrics 2.0
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to SaaS metrics 2.0
Pirate Wires · Mike Solana
Mostly Peaceful Aztec Empire
Nongaap Investing · Mike
[Premium] Illumina: The Calm Before the Storm
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is the Bear Market Over?
The Micromobility Newsletter · Team M
🇳🇱 Micromobility Europe - See You Tomorrow
Anna Khan · Anna Khan
Vertical SaaS, Today — 8th Edition
BIG by Matt Stoller · Matt Stoller
Corporate Temper Tantrums
AfterWork Reading
Investment Notes: Cotiss

Tuesday, 6 June 2023

11 pieces
Newcomer · Eric Newcomer
Rug Salesman Turned Valley Insider Raises a $432 Million Seed Fund (with Pejman Nozad)
Steven Sinofsky
209. Proclaiming Failure for Social Credit
Picus Capital
Student Venture Partner Stories: Henri Bekeris
A Wealth of Common Sense · Ben Carlson
Is This a New Bull Market?
Jared Hecht
Entrepreneurial Archetypes
Deconstructor of Fun
Iteration over Innovation? Case: Makeover Match
Greycroft.com
Introducing Our Latest Investment: AHARA
Greycroft
Introducing Our Latest Investment: AHARA
Marc Andreessen · Marc Andreessen
Why AI Will Save The World
A16Z Home Feed
Why AI Will Save the World
Greylock News
The Data Framework for LLMs
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