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SUN 20 SEPT 2026 · 95 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 ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Friday, 1 May 2026

5 pieces
Next Big Thing · Nikhil Basu Trivedi
Canva's Original Pitch Deck
Clouded Judgement · Jamin Ball
Clouded Judgement 5.1.26 - The Death of Per-Seat Pricing?
Not Boring · Packy McCormick
Weekly Dose of Optimism #191
Earnest Sweat
The Step-back
Tomasz Tunguz · Tomasz Tunguz
This Week's Sign the Apocalypse Isn't Upon Us

Thursday, 30 April 2026

25 pieces
Jared Heyman
On what actually predicts YC startup success
Saastr
20VC x SaaStr: When the Agents Pick the Models, OpenAI Comes Back to Life, and Thoma Bravo Just Wiped Out $5.1B on Medallia
Brian Sugar
Why ADHD Is the Cheat Code of the AI Era
Making Connections by Jax · Jax Vullinghs
Physical Scarcity in a World of Digital Abundance
Newcomer · Eric Newcomer
Voice AI Investment Surges as Enterprise Applications Gain Traction
Joe Lonsdale
Ep 152: Ben Black Runs America's $200B Foreign Investment Fund; Here's His Plan to Counter China & Rebuild American Influence
Saanya Ojha
Judgment Day for the AI Trade
David Teten
An Insiders Documentary of Y Combinator
Commerce Ventures
The Case for an AI-First ESP: The Next Billion-Dollar Opportunity
Commerce Ventures
Is a ChatGPT Credit Card Inevitable?
Phin Barnes
Systems of Judgment
Jarrod Dicker
The Interface Eats the Product
Sammy Abdullah
Median CEO Comp at 201 Tech Companies
Saastr
Our AI Agents Drove 40% of Our Attendance Growth at SaaStr AI Annual 2026. Here’s What That Actually Means.
A16Z
Introducing the a16z Design Engineer Fellowship
Sequoia
Standard Intelligence: Training General Intelligence in Pixel Space
A Wealth of Common Sense · Ben Carlson
How Does a Bond Ladder Work?
Not Boring · Packy McCormick
Scarce Assets
Saastr
Salesforce Has Quietly Cut 55% of Its SF Office Since 2019. OpenAI + Anthropic Took More Than All of It Back
David Talpalar
We Need More Found-Money Platforms
The Micromobility Newsletter · Team M
Forest Raises £27M, Taking Series B Total to £40M
First Round Review
Why great product leaders should stop obsessing over the roadmap | Diya Jolly (CPO & CTO of Xero)
Amir Kabir
Edition 44 | 2026 — Governance Is the Control Layer
Sequoia
Standard Intelligence: Training General Intelligence in Pixel Space
Tomasz Tunguz · Tomasz Tunguz
Timing Cashflows of Your Sales Commissions and Your Customers

Wednesday, 29 April 2026

10 pieces
Commerce Ventures
The End of the Middleman Economy: How AI Agents Will Disrupt High-Take-Rate Platforms
Saastr
Our Salesforce Bill Went UP 80%, Marketo Can’t Honor Its Own Unsubscribes, and We Stealth-Churned Off Notion: The Agents #003
Saanya Ojha
Move Fast and Track Employees
A16Z Crypto
Can AI agents actually pull off DeFi exploits?
Euclid Ventures
Morgan Livermore at SuperCruise Capital: Software Defensibility 2.0
Newcomer · Eric Newcomer
A Top India Fund Shows One Path for a Different Kind of VC
David Cahn
After Certainty
Grant Gregory
The State of Adventure (Capital)
Saastr
We Vibe Coded Our Own AI VP of Marketing and Customer Success Platform. Two Vendors Just Lost $20k+ Each. And They’ll Never Know Why.
Sammy Abdullah
SaaS Best Practices from IPO’s since 2021
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