SAT 03 OCT 2026 · 102 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, 20 April 2021

25 pieces
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 24: Jen Ong Vaughan (Assembled)
Trends, Analysis, Lies and Statistics
Substack vs. DAOstack
The Micromobility Newsletter · Team M
🗽 New York, At Last
Pirate Wires · Mike Solana
"Science" and Safety Porn
Venture Upward · David Beisel
Plot Your Next VC Job Move In Advance
AVC · Fred Wilson
Citibiking
The Generalist · Mario Gabriele
The Inevitability of UiPath
The Generalist · Mario Gabriele
The Inevitability of UiPath
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