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THU 24 SEPT 2026 · 82 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 ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Thursday, 6 April 2023

25 pieces
Eric Feng
The importance of user onramps for new technologies; what the metaverse, blockchain, and other…
Kyle Harrison
Relationship Liquidity
Spencer Peterson · Spencer Peterson
Saturated
Waiting Room · Nikita Singareddy
Contracts Under Coercion
Collaborative Fund
Collab's Sustainability Board: Stacy Kauk from Shopify
Collaborative Fund
Our Investment in Alga Bio
Frankly Speaking · Frank Wang
Unpaywalled: The next 10B+ security companies
Pirate Wires · Mike Solana
Robots are Racist
Patent Drop
PATENT DROP: Meta’s Perfect Picture
Patent Drop
PATENT DROP: Meta’s Perfect Picture
The Rebooting
AI's coming media shakeout
7wire Ventures
7wireVentures Presents: Top of The Ladder Featuring 7wire Entrepreneur in Residence & InCommon CEO, Dan Michelson
Paraj Mathur
The Marketplace Equation
Memory Leak
Our Investment in Chroma — The Developer-Centric Embedding Database
The Data Source · Priyanka Somrah
The Data Source #13 | Software Observability & Debugging in 2023 ⚙️ 🔧
Late Checkout · Greg Isenberg
How AI will solve all your problems
A16Z Home Feed
Vertical Operating Systems: One System of Record to Rule Them All
David Paul · David Paul
When Your Early Adopters Lie About Buying Your Software
A Wealth of Common Sense · Ben Carlson
50 Ways the World is Getting Better
Notorious PLG · Zach DeWitt
NPLG 4.6.23: Ease of Adoption (Plain)
The Micromobility Newsletter · Team M
🏍 New Motorbikes from Sondors, Stilride, Super73 + More
OpenView Partners
How Early-Stage Startups Can Offer Generous Parental Leave
Picus Capital
Securing the Future: Staying Ahead of Generative AI in Cybersecurity
Carolina Rojas
Why We Invested: Presta
Multicoin Capital
Multiplayer Mode

Wednesday, 5 April 2023

15 pieces
Madrona Ventures
GitHub CEO Thomas Dohmke on Generative AI-powered Developer Experiences
Foundation Capital
Digital Warfare with One of the World’s Greatest Hackers
Pirate Wires · Mike Solana
The TikTok Power Broker Index
My Climate Journey · Jason Jacobs
The Problem with Bioplastics
Lightspeed Venture Partners
A Total Addressable Market (TAM) Masterclass
Forerunner Insights
The Next Wave of Game-Changing Companies Will be Life-Changing Companies
Joe Lonsdale
Ep 52: An Orthodox Jew Building in Saudi Arabia! The Middle East's Modern Renaissance with Yitz Applbaum
Lerer Hippeau
We’re hiring a Finance Controller
Pirate Wires · Mike Solana
Compression Prompts Reveal GPT's "Hidden Languages"
Venture Upward · David Beisel
The SVB Failure Test
99% Derisible · Yoni Rechtman
Acquirers won't bail you out.
yCombinator
Meet the YC Winter 2023 Batch
Chris Neumann · Chris Neumann
Founders Never Forget
Earlybird's Insights
Earlybird welcomes M^ZERO Labs to the portfolio!
Giuseppe Stuto
Differentiating in VC, why 186?
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