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SUN 20 SEPT 2026 · 94 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

Friday, 17 April 2026

4 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 4.17.26 - Rising Tide, Hidden Risk
Not Boring · Packy McCormick
Weekly Dose of Optimism #189
First Round Review
Scaling DoorDash to market dominance | Christopher Payne (Former COO, DoorDash)
Jamesin · Jamesin Seidel
Validating a GitHub Old Wives' Tale

Thursday, 16 April 2026

24 pieces
Elad Gil
Unicorn Market Cap 2026: SF is the GenAI Super Cluster
Insight Partners
Inside Anjuna’s confidential computing approach to data protection
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #27: Some thoughts
David Teten
Investing in AI-Native Companies
A Wealth of Common Sense · Ben Carlson
How Are Consumers Still Spending So Much?
Investing in AI · Rob May
An AI View of SentinelOne
Saanya Ojha
Anthropic’s Two Frontiers: The Model You Buy and the Model You Fear
Saastr
20VC x SaaStr: “I Don’t Buy Dario Anymore”, Mythos Withheld Over Zero-Days, Meta’s Muse Spark Gets Back in the Game, SpaceX at $2T on 108x Revenue, and Why 60% Agents Are the Slow Death Spiral for Public SaaS
Euclid Ventures
Service-Level Disagreement
CRV Insights
Why We’re Investing in Joyful Health
Saastr
The Top 10 Most Popular Sessions at SaaStr AI Annual 2026 (So Far). May 12-14 in SF Bay!
A16Z
Prediction Markets: They Grow Up So Fast
A16Z
Investing in Ulysses
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - New AI Tools for Startups
Sammy Abdullah
Q4 2025 NDR at SaaS Companies was Strong
Brian Sugar
The CRO Paradox
Collin Wallace
I'm Living My Life One Snapshot At A Time
The Micromobility Newsletter · Team M
Segway Launches MUXI Utility E-Bike
Minutes
Against Cynicism
David Talpalar
Compute in the Age of AI
Saastr
VC in 2026: 75% of All the Money Is Going to Just 5 VC Funds. And To Just 5 “Startups.”
G2VP
AVs Are the New EVs
Earnest Sweat
Consensus Came Too Early
Amir Kabir
Edition 42 | 2026 — Operational Risk Is the New Model Risk

Wednesday, 15 April 2026

12 pieces
Greylock News
Welcome, Neiman Mathew!
Preface Ventures
Congrats to IntusCare (Preface II) On Their Growth Partnership!
G2VP
Decarbonization is not on autopilot: Why efficiency matters more than ever in 2026
Saanya Ojha
Kicks, Chips, and Capital Markets
Saastr
Introducing “The Agents”: A New Weekly Show Where We Share Everything Happening With Our 20+ AI Agents in Production. The Good, The Bad, and The Broken.
Simon Wu
This Isn’t a Paused Market. It’s a Selective Reset.
Sequoia
Partnering with Auctor
Nick Chirls
Trust and the death of the handshake deal
A16Z
Investing in Hilbert
Mountside Ventures
Raising investment? Here’s what to prepare for your data room
Saastr
Our 1.25 Humans + 20 AI Agents Closed 140% of What Our All-Human Sales Team Did Last Year. But I’m Not Sure That’s the Real Story.
First Round Review
Reluctantly Influential: Inside Lenny Rachitsky’s Demandingly Chill Life
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