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THU 24 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 ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Thursday, 27 April 2023

28 pieces
Late Checkout · Greg Isenberg
Are you building an apartment or a hotel?
A16Z Home Feed
Navigating the High Cost of AI Compute
Pirate Wires · Mike Solana
Lemon8 Is for the (Hot, Rich) Girlies
A Wealth of Common Sense · Ben Carlson
Are You Spending Too Much Money?
Medha Agarwal
Vertical SaaS Market Deep Dive (Video Series Part 10)
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Dawn of the Agents
yCombinator
10 Questions to Discuss with a Potential Co-founder
Patent Drop
PATENT DROP: Monetizing the Metaverse
Patent Drop
PATENT DROP: Monetizing the Metaverse
Spencer Peterson · Spencer Peterson
GTL: Gym, Tan, Laundry
The Rebooting
Brand lessons from political campaigns
A16Z Home Feed
Investing in Pinecone
A16Z Home Feed
Both Sides of the Partnership: Executing Lyft’s “Impossible” Ask
Trace Cohen
5 tips for founders starting their pre-seed raise
Saastr
How to Create Urgency in Sales. When There Really Isn’t Any.
Battery Ventures
This is 40: Battery’s Four Decades of High-Tech Partnership, Innovation and Growth
The Micromobility Newsletter · Team M
⛰ Ride1Up’s New Adventure Bike
My Climate Journey · Jason Jacobs
Our Investment in Windfall Bio
Meera Clark · Meera Clark, Principal @ Redpoint
Climate Conversations: Pursuing Product-Led Growth
David Paul · David Paul
Are Geographic Focused Funds Really Valuation Sensitive? Let's Find Out!
Ada Ventures
Welcoming Cami to Ada Ventures
Lightspeed Venture Partners
Retail Investing Expands — Here’s How Founders Can Capitalize
Arda Capital · Arda Capital
Transcript: Druckenmiller [April 2023]
Arda Capital · Arda Capital
Transcript: Druckenmiller [April 2023]
Joe Lonsdale
Ep 55: Nathan Mintz on Directed Energy, a Driverless Future, and How He Attracts the Top Engineering Talent
BIG by Matt Stoller · Matt Stoller
Big Tech Blocked: Microsoft Stopped from Taking Over Gaming
BIG by Matt Stoller · Matt Stoller
Big Tech Blocked: Microsoft Stopped from Taking Over Gaming
Loup Ventures
Meta’s AI Roadmap Is Anchored in DAU Growth

Wednesday, 26 April 2023

12 pieces
Grant Demeter · Grant Demeter
Markets by Grant | Frameworking the Future of Content
Manan Modi
The Future of Finance is Here: 5 AI-Powered Early-Stage FinTech Startups Changing the Game in 2023
A16Z Home Feed
Investing in Orbital Therapeutics
Janelle Teng
The B2C2B osmosis fueling AI's Cambrian moment
Foundation Capital
How to Capture the AI Moment
Molly Welch
Ten charts explaining AI today
Frankly Speaking · Frank Wang
Frankly Speaking - AI is a blessing to security
Anthemis Insights
Anatomy of an Acquisition: Power and Marqeta
Collaborative Fund
Some Things I Think
Arda Capital · Arda Capital
Resources for Investing in Internet Businesses
Arda Capital · Arda Capital
Resources for Investing in Internet Businesses
A16Z Home Feed
Field Notes: Live-Selling and AI Styling with Tracy Sun
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