Welcome to another edition of our Sunday “Resources” stream where we share our most valuable data & resources across four rotating formats:

For 1. and 3., we collaborate with best-in-class partners to ensure you get the highest quality data. For 2. and 4., we leverage our ever-growing product portfolio and share selective snapshots of the most sought-after resources from The Lab.

✅ Join our free “AI & Automation for VC” Slack group

✅ Summarize 50+ newsletters with ChatGPT

✅ Evaluating startups with ChatGPT

✅ VC Co-Pilot for deal sourcing

✅ Top 10 Prompts for startup sourcing

✅ Top 10 Prompts for startup screening & due diligence

✅ Top 10 Prompts for deal winning & closing

✅ List of 312 family offices

✅ List of 59 pension funds

✅ List of 1513 angel investors

✅ List of 997 accelerators

Access these and more resources like our Slack community, 100+ masterclasses, automation templates, Notion templates, copilots, and more via our Annual and Premium subscriptions to The Lab.

Here’s a summary of the best content that I consumed in the previous week...

Anthropic's launch of Cowork plugins triggered $285 billion in SaaS market value losses in a single day. The thesis: AI agents that execute workflows directly inside existing systems collapse the value of the "thin middle," the UI and dashboard layer that most SaaS businesses occupy. If 10 agents can do the work of 100 employees, per-seat pricing models break down entirely.

The money is not disappearing but moving.

Enterprise AI capex is projected to exceed $470 billion in 2026, shifting toward usage-based AI platforms, systems of record (clean data that agents need to operate), security and governance infrastructure, and outcome-based pricing ("$5 per contract reviewed" instead of "$99/seat/month"). Companies building in the thin middle face structural compression. The opportunities sit at the agent layer, the data layer, and the infrastructure layer.

But is SaaS really dead?

I actually don’t think SaaS is dead.

As my friend CJ from Mostly Metrics just said “who wants to vibe code their way to SOC 2 compliance?” - couldn’t agree more.

Dan Jeffries is on spot with his recent post👇

OpenClaw is the first open-source AI agent that genuinely works as an ambient assistant for investors. Unlike triggered automations, it runs continuously, combining email, calendar, web browsing, and persistent memory to delegate entire workflows: morning briefings, deal flow processing with automated thesis scoring, portfolio monitoring, and LP meeting prep.

The setup costs roughly $100/month, and because it's self-hosted, sensitive deal flow data and LP conversations stay on your own infrastructure. The gap between "automation" and "agent" just became tangible, and the missing piece is now trust infrastructure, not technology.

For today’s Picks of the Month, we’re excited to partner with Specter: The Bloomberg of Private Markets serving leading VC firms like Bessemer, Index, Insight, and 300+ more.

Instead of ranking startups case by case via different growth signals, we unify all dimensions into a single metric: investor interest measured by the number of investors visiting the respective stealth/startup profiles on the Specter platform.

We cover the top 10 stealth founders, top 10 early-stage startups that raised less than $10M, and the top 10 growth-stage startups that raised more than $10M. Global and across industries.

This month, we find 5 key themes among trending startups:

Here are the 30 most sought-after founders/startups in February 2026 you don’t want to miss👇 ranked by investor interest and page visits on the Specter platform.