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THU 24 SEPT 2026 · 87 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, 5 April 2023

15 pieces
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?
Not Boring · Packy McCormick
Idea Olympics
AVC · Fred Wilson
The Blackbird Platform
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The 3 Levels of Wealth
Foundation Capital
FC Fintech Newsletter Q1 2023
Nongaap Investing · Mike
[Premium] Pumping Cash to Shareholders
Nongaap Investing · Mike
[Premium] Pumping Cash to Shareholders
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to PLG + enterprise demand
Digital Native · Rex Woodbury
Will AI Take Our Jobs? Exploring AI's Impact on Society
David Paul · David Paul
The Nursing Shortage Crises: A Serious Venture Opportunity?
Charles Hudson
Reflections on the Cerebral Valley AI Summit

Tuesday, 4 April 2023

25 pieces
Emergence Capital
Tips for Founders Building in AI
Deconstructor of Fun
The Hybridcasual Gamble
Newcomer · Eric Newcomer
Cerebral Valley Double Feature: Stability AI CEO Emad Mostaque & General Catalyst's Deep Nishar
Abe Murray
AlleyCorp Robotics | April 2023 Newsletter
Chamath Palihapitiya · Chamath Palihapitiya
2022 Annual Letter
Greylock News
The Post-ATT World
1517 Fund
Why Create An Advisory Board
The Rebooting
The non-partisan news dream
Hunter Walk
Instead of Asking AI Companies to ‘SLOW DOWN’ We Should Encourage Them to Move Even Faster
Frankly Speaking · Frank Wang
Frankly Speaking - Don't worry about AI
Equal Ventures
ClimateTech 2023: Lessons from the CleanTech Bubble
Li Jin
Building Psychological Attachment — Not Just Ownership — Into Web3
Li Jin
Building Psychological Attachment — Not Just Ownership — Into Web3
SignalFire
Security, meet CX: Why we invested in Strivacity
SignalFire
Security, meet CX: Why we invested in Strivacity
Ryan Shannon · VC @ Radical Ventures
Benchmarking AI productivity gains against smartphones, the internet, and the PC
Equal Ventures
ClimateTech 2023: Lessons from the CleanTech Bubble
Ian's Blog: Nominal Returns · Ian Gutterman
The Revenge of the Balance Sheet
A Wealth of Common Sense · Ben Carlson
When Can I Retire?
The Micromobility Newsletter · Team M
🤷‍♀️ Paris Bans Shared Scooters, and It Doesn’t Matter
OpenView Partners
It’s Time To Fix Your Enterprise Revenue Attribution Model
David Paul · David Paul
Anthony Kennada of AudiencePlus on Changing B2B Marketing Through Owned Media and First Party Data
Ben Yoskovitz
Your Startup is a System You Can Map to Identify Problems, Align the Team & Win
Dawn Capital
Growth in a Cold Climate: Three learnings from the journey to Quantexa’s $1.8bn Series E
Pirate Wires · Mike Solana
Bomb the Data Centers (Smart People Agree)
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