SAT 03 OCT 2026 · 100 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…

Friday, 9 April 2021

25 pieces
Continuations · Albert Wenger
Mask Mandates Were Effective
Second Opinion · Christina Farr
How do you build your brand in digital health?
Ideas from Bain Capital Ventures
Upending ACH: Our Investment in Orum
Newcomer · Eric Newcomer
Forget Miami. Try Bucharest.
Net Interest · Marc Rubinstein
What Sort of a Business is Investment Banking?
Clouded Judgement · Jamin Ball
Clouded Judgement 4.9.21
Exponential View · Azeem Azhar
💭 Friday thread
This Week in Fintech
This Week in Fintech (4/9)
AVC · Fred Wilson
Funding Friday: Burn Alpha
The Generalist · Mario Gabriele
Five Startup Ideas #029

Thursday, 8 April 2021

7 pieces
Tough Venturing · John Tough
CB Insights AI 100
Chinese Characteristics · Lillian Li
The Meituan Bear Case
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