TUE 29 SEPT 2026 · 86 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…

Tuesday, 22 September 2026

3 pieces
Jess Schram
The Durable MajorityMarket · AI
BIG by Matt Stoller · Matt Stoller
Happy Oligarch Day as Trump-Aligned Billionaires Take Over HollywoodMedia · Market

Monday, 21 September 2026

7 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 3: ImplicationsAI · Market
Deconstructor of Fun
From Zero Offers To Record RevenueGaming · Market · Media
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Price is the Ultimate FactorMarket
Stratechery
Frontier OverhangsAI · Market

Sunday, 20 September 2026

3 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Risk to the EconomyMarket
Investing in AI · Rob May
The Owning Phase of AI Part 3: Companies To ResearchAI · Market

Friday, 18 September 2026

6 pieces
Peter G Schmidt · Peter G Schmidt
Talent Is Everywhere, Including Columbus, IndianaIndustrials · Market
A Wealth of Common Sense · Ben Carlson
5% Bond YieldsBanking · Market
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