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MON 21 SEPT 2026 · 89 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

Monday, 9 March 2026

28 pieces
Jared Heyman
On the freakishly strong YC W26 batch
Nikunj Kothari
10x is the new floor
Deciens
Epistula #13: Choosing Shoulders
Correlation Ventures
AI and U.S. Venture Returns - Will History Repeat Itself?
Alfred Lin
Developer to Fleet Commander
Alfred Lin
Developer to Fleet Commander
Newcomer · Eric Newcomer
EXCLUSIVE: Ex-a16z Partner Michelle Volz Launches Pax Ventures with $50 Million First Fund to Bet on 'Industrial-Scale Markets'
Climate Tech VC
🌎 Inside China’s new Five-Year Plan #286
Euclid Ventures
The Vertical Report 2026 — Preview
David Teten
The Most Common Mistakes that Fund Managers Make When Fundraising
Michelle Volz · Michelle Volz
Introducing Pax
Lenny's Newsletter
🎙️ This week on How I AI: Mastering Midjourney: How to create consistent, beautiful brand imagery without complex prompts
Ian's Blog: Nominal Returns · Ian Gutterman
Will There Be Losses From Middle East Data Centers?
Fintech Ruminations
Delegating Money: The Architecture of Agentic Payments 
Saastr
The Rise of the “N=1” App: When Building It Yourself Really Beats Buying It.
Daniel Chesley
The Best Founders Use AI as an Operating Layer
A16Z
Top 100 Gen AI Consumer Apps: March 2026
Insight Partners
How Optain Health is transforming disease detection through the eye
The Micromobility Newsletter · Team M
Life EV Closes $14.9M Rad Power Bikes Deal
Lenny's Newsletter
Mastering Midjourney: How to create consistent, beautiful brand imagery without complex prompts
The Sociology of Business · Ana Andjelic
A culture-driven organization
7wire Ventures
Eric Shan and Cameron Raglin Join 7wire Ventures
A Wealth of Common Sense · Ben Carlson
Talk Your Book: What’s Working in the Stock Market?
Michael Greeley
A Port in the Storm…
Saastr
Dear SaaStr: Should I Run 20+ AI Agents the Way SaaStr Does?
Akash Bajwa
Application Software: Earnings Recap
Termsheet · Zubair N. Paracha
Tabby vs. Tamara: GMV & market share (Part 1)
Venture Prose
The Little Monster

Sunday, 8 March 2026

11 pieces
Feld Thoughts · Brad Feld
Migrating Feld Thoughts from WordPress to Hugo
Feld Thoughts · Brad Feld
Migrating Feld.com from WordPress to Hugo
Saanya Ojha
Weekly Wrap Sheet (03/06/2026): Tribalism, Tombstones, Tempo & Timelines
Saastr
The Honest Reason AI Will Beat Many Sales Reps: They Don’t Really Do A Lot Of The Work. But Agents Do and Will.
Jessie Harris
Expo West 2026 Recap
A Wealth of Common Sense · Ben Carlson
How Do Higher Oil Prices Impact Stock Market Returns?
Investing in AI · Rob May
The New White Collar Moat In AI
Lenny's Newsletter
The most successful AI company you’ve never heard of | Qasar Younis
Abhishek Maran · Abhishek Maran
Flow State #6 - Affordances and Blue Collar Work
Sajith Pai
Blue Oceans, Trader Joe's, Book Editing, and Annual Letters
Tomasz Tunguz · Tomasz Tunguz
Is This Tomasz's Agent?

Saturday, 7 March 2026

1 pieces
Lenny's Newsletter
🧠 Community Wisdom: Business books that haven’t aged well, vibe coding with your Figma design systems, Claude Code vs. other coding tools and more
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