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MON 28 SEPT 2026 · 96 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsCybersecurityBanking & Capital MarketsRetail & E-commerceManufacturing & Industrials

Friday, 6 May 2022

6 pieces
The Diff
Batteries, Interfaces, and the Car Industries Continuous Future
This Week in Fintech
This Week in Fintech (5/6)
Climate Tech VC
🌏 Methane’s combustible moment
Mouro Capital
Fulfilling promise: how tech solutions are enabling ecommerce
Insight Partners
How to Become a Data-Driven Company: a Portfolio Example
Insight Partners
How to Become a Data-Driven Company: A Conversation with Perimeter 81

Thursday, 5 May 2022

23 pieces
Venture Unlocked · Samir Kaji
GGV's Jeff Richards on making sense of the market today, growing a $9B+ firm, and whether geo-political tensions may affect international venture investing
Newcomer · Eric Newcomer
The Endgame
A Wealth of Common Sense · Ben Carlson
Is 75/25 the New 60/40?
Seth Levine
IRR is a vanity metric — VC Adventure
Next Big Thing · Nikhil Basu Trivedi
Heard
Digital Native · Rex Woodbury
New York Is the Internet
Fractal Software
The Power of Vertical SaaS Marketplaces
Alpaca VC
Welcome to the Herd, Swoops
Dawn Capital
Cracking the code: Meet the companies defining the future of developer software
David Paul · David Paul
Dallas Bound and Institutional LPs (Are you in the IRR or AUM game?!)
My Climate Journey · Jason Jacobs
Startup Series: Restoring our Climate and Oceans with Planetary
OpenView Partners
Going Usage-Based? It’s Time to Rethink your Sales Comp
Not Boring · Packy McCormick
Three Not Boring Things
Apex Venture Studio
Constant Learning & Advice for Founders
Sequoia Capital India
Meesho: A No-Frills Approach to Democratising E-Commerce in India
The Diff
The Automotive Balance Sheet
The Rebooting
RIP good times
David Teten
Interview: VC and Disruption of the Investment Management Industry
Sequoia Capital India
 Absolute: Sowing the Seeds of Sustainable, Scalable Agriculture
Venture Unlocked · Samir Kaji
Introducing Allocate announcing our Series A round!
Madrona Ventures
Founded and Funded IA40 Winner Spotlight: Hugging Face CEO Clem Delangue and OctoML CEO Luis Ceze on foundation models, open source, and transparency
Tomasz Tunguz · Tomasz Tunguz
Cash Flow Shockwaves
Tomasz Tunguz · Tomasz Tunguz
Cash Flow Shockwaves

Wednesday, 4 May 2022

11 pieces
Pirate Wires · Mike Solana
What the Hell Is Going On at the Washington Post
Madrona Ventures
The Progress of Low-Code/No-Code and an Update to our Thesis
A16Z Home Feed
A Conversation: What’s Next in Web3 Games?
Trace Cohen
Trying to invest in pre/seed climate tech is really hard
TMV
Meet ShipsKart
A16Z Future
Why the Time Is Right to Disrupt Defense and Aerospace
David Paul · David Paul
DWP at LIFT AZ (Institutional Investor Conference)
Massimo Sgrelli
Nail Your Cold Email with Lombardstreet Ventures
This is Going to be BIG · Charlie O'Donnell
Should You Take Money from Investors Who Don't Share Your Values?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is This a Bear Market?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Inventing product-led growth
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