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SAT 19 SEPT 2026 · 90 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 & ClimateConsumerRoboticsMarketing & Sales TechCybersecuritySemiconductorsRetail & E-commerceManufacturing & Industrials

Friday, 8 May 2026

10 pieces
A16Z
Charts of the Week: It Was a Good Quarter for "Other Income"
Clouded Judgement · Jamin Ball
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans
Not Boring · Packy McCormick
Weekly Dose of Optimism #192
Saastr
397% View Growth in 28 Days: Our New Podcast “The Agents” Seems To Be a Hit. And YouTube’s AI Agent Shares With Us Why.
Antler
Why we invested in Tangled: Decentralizing the future of code collaboration
Antler
Why we invested in QMill: Bridging the gap to quantum advantage
Antler
Why we invested in Homie: Turning trust into a primary sales channel
Sequoia
AI Ascent 2026
OpenVC.app
59 VC horror stories compiled
Tomasz Tunguz · Tomasz Tunguz
Securing the Agentic Enterprise

Thursday, 7 May 2026

21 pieces
Next Big Thing · Nikhil Basu Trivedi
Sense of Urgency
Making Connections by Jax · Jax Vullinghs
The Pursuit of Excellence
Investing in AI · Rob May
Adobe: An AI Victim Story That May Be Wrong
A Wealth of Common Sense · Ben Carlson
A Government Debt Crisis?
Saanya Ojha
Anthropic’s Compute Speedrun
Craft Ventures
Investing in ElevenLabs: Leading the Voice AI Modality
Glasswing VC
AI Atlas: When AI Decides What to Remember
G2VP
Why We Invested in VAST Data
Antler
Choco’s Journey Through Near-Death and Global Growth | The Further, Faster Podcast
Saastr
20VC x SaaStr: The Most Aggressive Quarter in American Capitalism, Palantir’s Rule of 145, and Why Brian Armstrong Just Killed the Manager-of-Managers
Sammy Abdullah
What Cohort Growth Looks Like at the Best SaaS Companies
Turner Novak
🎧🍌 Cursor + Kalshi Seed Investor on Spotting Outlier Talent | Ali Partovi, Neo
Saastr
Our AI VP of Customer Success “QBee” Saved Us 70% of the Human Hours Vs. Before. Both Internally and With External Teams. A 3x Multiplier.
A16Z
How an AI Bill Becomes a Law
Conor Witt · Conor Witt
The Data Tapes Edition #44
Saastr
DAU, WAU and MAU Are the New Lighthouse Metric in B2B + AI. Harvey’s a Great Case Study.
David Talpalar
Housing is a Supply Problem. How can Tech Help?
Jamie Tomalin
Backing Asterix: Enabling Healthcare Abundance
The Micromobility Newsletter · Team M
The Rise and Fall of China's Bicycle Kingdom: Part 1
Lenny's Newsletter
Code with Claude: The 5 biggest updates explained
Tomasz Tunguz · Tomasz Tunguz
AI at Discount

Wednesday, 6 May 2026

9 pieces
Amir Kabir
Edition 45 | 2026 — Permissioning Machines
Euclid Ventures
David Haber at a16z: In Vertical AI, Market Structure Is the New TAM
Saastr
Tragedy Apps, Database Deletions, AI PR Pitches I Block on Sight, and Why We’re Hiring a Marketer to Report to an AI Agent: The Agents #004 is Out!
Saanya Ojha
OpenAI, Anthropic, and the War of the JVs
Jamesin · Jamesin Seidel
Always keeping score.
First Round Review
Firsthand: How I Bet On Clay (And It Bet On Me)
A16Z
Investing in Ethos
Emergence Capital
Should Your SaaS Company Become a Services Business?
Sammy Abdullah
DigitalOcean’s AI Commentary from Q1 2026 Earnings Call
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