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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

Tuesday, 25 April 2023

12 pieces
Elizabeth Weil · Elizabeth Weil
The Psychology of Startup Speed: My conversation notes with Olympic runner Aisha Praught-Leer
Equal Ventures
Be Mindful of the Power of Platforms
99% Derisible · Yoni Rechtman
Sales doesn’t need more point solutions. It needs a Rippling.
The Micromobility Newsletter · Team M
🛻 Tiny Japanese Trucks Take Rural America by Storm
OpenView Partners
Building For The End User With HubSpot’s Christopher “Millsy” Miller
F Prime
FedNow's Gaps and Opportunities
Ben Yoskovitz
Do Big Markets Matter for Early Stage Startups?
Abe Murray
Knowledge workers don’t have to be bad at working
Pirate Wires · Mike Solana
New Media is Dead, Long Live New Media
David Paul · David Paul
Peter Morgan of Phylum on the Cybersecurity Stack and the Terrorists Behind Malware
Mountside Ventures
Fundraising advisors; the good, the bad and the ugly
Turner Novak
Snap Partner Summit 2023 Recap

Monday, 24 April 2023

28 pieces
Trace Cohen
7 Tips for Founders to Raise Capital and Get Traction for Their Startups
My Climate Journey · Jason Jacobs
Our Investment in Avalanche Energy
Second Opinion · Christina Farr
Meet the nurse who's also a private equity investor
Second Opinion · Christina Farr
Meet the nurse who's also a private equity investor
Crypthechie · Nakul Gupta
How big is the MEV opportunity?
Grace Ge · Grace Ge, Partner @ Amplify
Winning With Product: Featuring Figma’s CPO Yuhki Yamashita
Medha Agarwal
What is Vertical SaaS? (Video Series Part 9)
A16Z Home Feed
Investing in Radiant
Patent Drop
PATENT DROP: Google's AI wants to do it all
Patent Drop
PATENT DROP: Google's AI wants to do it all
Revolution
The Next Wave of Climate Tech
David Paul · David Paul
Three Things I Learned from Reading "The Price We Pay"
Sarah Tavel
How to escape competition — Building enduring application-level value with LLMs
Not Boring · Packy McCormick
The Unbearable Heaviness of Being Positioned
Building Rome(s) · Aadil Maan
📮Monday TPM Field Dispatch 001
Rougher Thoughts · Sarah Tavel
How to escape competition -- Building enduring application-level value with LLMs
Rougher Thoughts · Sarah Tavel
How to escape competition -- Building enduring application-level value with LLMs
The Sociology of Business · Ana Andjelic
The Other fashion innovation
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Diversify Your Diversifiers
Nongaap Investing · Mike
Illumina: Malignant Governance
Saastr
Dear SaaStr: How Do I Compete with a Company that has Unlimited Capital — and I Don’t?
Breadcrumb VC
Breadcrumb.vc Templates: Network Effects Assessment
The Micromobility Newsletter · Team M
Webinar: The State of Micromobility Regulations in 2023
Akash Bajwa
Cornered Resources in AI
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-Up
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-Up
The Takeoff
Siddharth Venkatesh (Product Management Lead at Anyscale)
Tomasz Tunguz · Tomasz Tunguz
Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way
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