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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

Thursday, 23 April 2026

2 pieces
Kwokchain · Kevin Kwok
Cursor and SpaceX: In search of a complete loop
Tomasz Tunguz · Tomasz Tunguz
Intelligence About Business

Wednesday, 22 April 2026

26 pieces
Newcomer · Eric Newcomer
xAI's Move to Buy Cursor Shows the Promise & the Risks for AI Applications Startups
Amir Kabir
Edition 43 | 2026 — Failure Modes of Agentic Systems
Scott Hartley
AI: Strong vs. Skinny Leadership Trade-Offs
OpenVC.app
The Emerging Manager Fundraising Guide
NextView VC
Feeling & Thinking
Saastr
Our Own Agent Deleted Amelia, HubSpot Gave Us a Zero, and 100 Days Since I Opened Canva: The Latest In The Agents #002
Ben Yoskovitz
40 Years Later: Remembering My Brother, Jacob Yoskovitz (May 14, 1977 - April 22, 1986)
Chamath Palihapitiya · Chamath Palihapitiya
2025 Annual Letter
Guru Chahal
The Great Software Inversion - How AI Inverts App Economics
Saanya Ojha
Cursor’s Shotgun Wedding
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Investing Isn’t Supposed to be Fun
Euclid Ventures
Alex Jekowsky at Cents: Hardware as an AI Moat
Climate Tech VC
🌏 New: The 2026 Climate Dry Powder & New Funds Report
Insight Partners
Covera Health and Medmo Combine to Deliver the First Platform That Manages the Complete Radiology Journey: From Imaging Order to Accurate Diagnosis
Ian's Blog: Nominal Returns · Ian Gutterman
The Doomsday Clock Speeds Up For Cyber Underwriters
Saastr
The Real Reason B2B Stocks Are Crashing in 2026: The Software Just Isn’t Good Enough for the AI Age. Not Anymore. The Latest Case Study Here.
A16Z
Why We Need Continual Learning
Sammy Abdullah
Q4 2025 YOYG in SaaS Climbs
Saastr
Learning to Vibe Code at SaaStr AI Annual 2026. Build It, Ship It, Vibe It. Deploy It.
Lenny's Newsletter
What Claude Design is actually good for (and why Figma isn’t dead yet)
Melody Koh · Melody Koh, Partner @ NextView
What GLP-1 and Claude Code Have in Common
Digital Native · Rex Woodbury
The Interior Design of Software
The Helm
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Entrepreneur First
Inside Aule Space
The Helm
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Kenneth Auchenberg
Writing cultures will win the AI era

Tuesday, 21 April 2026

12 pieces
Acrew Capital
Monk: Reimagining How Companies Get Paid
Fabrice Grinda
Masterclass on Marketplaces in the Age of AI with Everything Marketplaces
Insight Partners
From software to hardware: Where AI goes next
Pat McGovern
The Demand Side of Vertical AI
Pat McGovern
The Demand Side of Vertical AI
Next Big Thing · Nikhil Basu Trivedi
Monk
Saanya Ojha
Salesforce Loses Its Head
A Wealth of Common Sense · Ben Carlson
Tax Alpha
Lolita Taub
🤩 Special Edition: Be a part of my first book.
Annelies Gamble
The Next Commodity Market: Building the Financial Infrastructure for Compute
Annelies Gamble
The Next Commodity Market: Building the Financial Infrastructure for Compute
My Climate Journey · Jason Jacobs
How Next-Gen Weather Balloons Are Filling the Gaps in Global Forecasting
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