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

Tuesday, 21 April 2026

16 pieces
Lenny's Newsletter
New: A free year of Cursor, Google AI Pro, Notion, Supabase, Gumloop, and Fin for subscribers
Sammy Abdullah
Q4 2025 SaaS Margins Continue Improving
A16Z
The Internet is Real Life
Saastr
Marketing Is Not Complicated. Show Up Where Your Customers Are.
Insight Partners
The skills gap cybersecurity leaders are facing right now
Saastr
The Top 10 Private AI Companies Are Now Worth More Than Every Public SaaS Company Combined
David Teten
The AI-Native Platform Behind Orange Collective, Investing in Y Combinator Companies
First Round Review
Inside Artemis' "AI vs AI" war | Shachar Hirshberg & Dan Shiebler (Co-founders, Artemis)
Stratechery
Tim Cook's Impeccable Timing
Abhishek Singh
Before the Opportunity Was Obvious
Scott Hartley
In the mixus: Elliot Katz with Scott Hartley
Deconstructor of Fun
Gaming Lost Another VC. Don't Be Surprised
Erik Torenberg
Announcing Monitoring The Situation
Meritech
Meritech Software Pulse | 17-April-2026
Alfred Lin
No Defaults
Tomasz Tunguz · Tomasz Tunguz
A $10 Billion Call Option

Monday, 20 April 2026

23 pieces
Jack Arenas
The Buy Window
Saastr
50% of SaaStr AI Annual 2026 Attendees Run The Company. They’re There To Truly Get Ahead in The Age of AI. Come Meet Them!
AlleyCorp
AlleyCorp in Q1: Valar Atomics and the Future of Nuclear Energy
Climate Tech VC
🌎 The DOE's $23bn portfolio reconstruction #292
Feld Thoughts · Brad Feld
Give First, Build Right with Eric Ries
Saanya Ojha
Claude Design vs. Figma: The Cost of “Good Enough” is Zero
Memory Leak
Cerebras S-1 Analysis — Big Chip Energy ⚡️
Matt Brown
Vertex 2026: notes from the vSaaS world
Elad Gil
Random thoughts while gazing at the misty AI Frontier
Lenny's Newsletter
🎙️ This week on How I AI: How Intercom 2x’d their engineering velocity with Claude Code
Turner Novak
🎧🍌 The Future of AI, Science, and Learning | Karthik Duraisamy, University of Michigan
Newcomer · Eric Newcomer
We're Back. The Cerebral Valley AI Summit Returns to London on June 24.
A16Z
Monitoring the Situation
Sammy Abdullah
Q4 2025 SaaS Cash Efficiency was Excellent
Saastr
No Lead Left Behind: The Simplest and Most Important Reason AI Agents Actually Work in GTM
The Micromobility Newsletter · Team M
NAVEE Debuts U.S. E-Bike Lineup
Saastr
It’s Not Just You. Customers Are Asking for Shorter and Shorter Contracts in the Age of AI
Lenny's Newsletter
How Intercom 2x’d their engineering velocity in 9 months with Claude Code | Brian Scanlan
The Sociology of Business · Ana Andjelic
The cultural flywheel
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Juicing Your Returns
Michael Greeley
Light My Fire…
Ethan Batraski
The Valley of Death: Frontier Companies & the Series A
Alfred Lin
No Defaults

Sunday, 19 April 2026

1 pieces
Next Big Thing · Nikhil Basu Trivedi
Footwork at Year 5
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