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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

Wednesday, 19 April 2023

14 pieces
My Climate Journey · Jason Jacobs
Turning Ideas into Impact
A16Z Home Feed
Financial Services Will Embrace Generative AI Faster Than You Think
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
The AI Moment Part III: Application Layer
Chris Neumann · Chris Neumann
In Search of Alpha
A16Z Home Feed
Field Notes: Investing in Global Tech with Chris Schroeder
Madrona Ventures
Envisioning the Future: Why We’re Investing in Groundlight
Lightspeed Venture Partners
Introducing Generative NYC
David Paul · David Paul
Corey Kossack of Aspireship on VC being a Bull$hit Industry and The Up-skilling/Re-skilling Market
Alpaca VC
Introducing the 30/30 PropCo Summit
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Crockpot Recession
Kyle Poyar's Growth Unhinged · Kyle Poyar
Aha!’s bootstrapped journey to $100M+ in ARR
Kyle Poyar's Growth Unhinged · Kyle Poyar
Aha!’s bootstrapped journey to $100M+ in ARR
Building Rome(s) · Aadil Maan
Gatekeepers of Time
Tomasz Tunguz · Tomasz Tunguz
Why Every Startup Needs an AI Strategy

Tuesday, 18 April 2023

24 pieces
TCV
Our investment in Avalor: Solving security’s data problem
Newcomer · Eric Newcomer
Amazon Bedrock & BabyAGI (with Jon Turow)
Jacob Effron
Optum's Evolution and Lessons from Obamacare and COVID: In Conversation with Andy Slavitt
Frankly Speaking · Frank Wang
Frankly Speaking - Cloudflare is the most underrated security company
Loup Ventures
Changes to EV Tax Credits Postpone US Electrification Independence
Battery Ventures' Substack
It's not the DevOps engineers’ fault that the ecosystem is broken
A Wealth of Common Sense · Ben Carlson
Will We Ever See Affordable Housing Prices Again?
Arda Capital · Arda Capital
Databricks (Pre IPO) Primer and a Requiem for Hadoop
Arda Capital · Arda Capital
Databricks (Pre IPO) Primer and a Requiem for Hadoop
Foundation Capital
2023 State of Crypto Report: Introducing the State of Crypto Index
Janelle Teng
Contextualizing the growth vs. profitability trade-off for cloud companies
The Rebooting
In praise of friction
The Idea Maze · Rob Go
Post #1: Origins of The Idea Maze
Mouro Capital
Selling to Banks: Tips and Techniques to Break Through the Barrier
Second Opinion · Christina Farr
The impending overhaul of the US organ transplant system
Second Opinion · Christina Farr
Multi-Million Dollar Contract(s) Up For Grabs
First1000 · Ali Abouelatta
💡Explain benefits on sign up page
David Teten
4/26 and 5/15, NYC: Yale family office event series
The Micromobility Newsletter · Team M
👩‍🚒 Uber’s Plan to Fight Ebike Fires
Anoushka Vaswani
Announcing Lightspeed’s Investment in Semgrep: Security for Engineers
My Climate Journey · Jason Jacobs
Creating a Culture of Impact Accountability in Climate Investing
OpenView Partners
Aha!’s Bootstrapped Journey From $1 To $100M+ In ARR
Ben Yoskovitz
Test First, Build Later: A Guide to Validating Your Ideas With Stimulus & Prototypes
Pirate Wires · Mike Solana
Nuclear Disaster

Monday, 17 April 2023

2 pieces
Steven Sinofsky
AI/ChatGPT and the Race Between Microsoft and Google Win Samsung's Mobile Search
Equal Ventures
Introducing the Equal Ventures Insurance Index
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