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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechManufacturing & IndustrialsRoboticsBanking & Capital MarketsCybersecurityRetail & E-commerce

Tuesday, 6 April 2021

16 pieces
The Micromobility Newsletter · Team M
🤯 How big are e-bikes in China?
CRV Insights
Brand New Perspective; Same Old Values
Clouded Judgement · Jamin Ball
A Look Back at Q4 '20 Public Cloud Earnings
Lightspeed Venture Partners
Keeping it Real: An app to solve our mental health crisis
Venture Upward · David Beisel
What Should I Be Gunning For?
Venture Unlocked · Samir Kaji
Katie Jacobs Stanton on moving from angel investing to starting Moxxie, experiences with LP's "ghosting", and why she went the solo GP route
VersionOne VC
Q1 2021 Portfolio Review
The Flywheel · Jake Singer
Death and Turbotaxes
Matt Turck
Introducing the MAD (ML, AI, Data) Public Company Index
The Diff
The "Write Once, Run Anywhere" Growth Model
Pirate Wires · Mike Solana
Reworking Pirate Waves
AVC · Fred Wilson
Geothermal
Feld Thoughts · Brad Feld
Partial Q1 Vacation – Books and Running
NICOLAS VON BLOTTNITZ
Torre, Polymer, Mosaic, Factor, Gryps— April 5th, 2021
A16Z
The Market for User Research Platforms
NFX
The 4 Types Of Defensibility

Monday, 5 April 2021

24 pieces
Tanay's Newsletter · Tanay Jaipuria
Startups and TAMs
Matt Turck
In Conversation with Dave Burgess, Head of Data Engineering, Pinterest
Fintech Today
FTT Update: And Your Fintech March Madness Finalists Are...
BIG by Matt Stoller · Matt Stoller
Google ex-CEO Eric Schmidt Calls for Full Communism
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 23: Nik Koblov (Ramp)
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 23 Transcript
Matt Turck
In conversation with Arjun Narayan, CEO, Materialize
Energize Ventures
Cybersecurity for Critical Infrastructure in 2021
Ian's Blog: Nominal Returns · Ian Gutterman
Proceed With Caution!
BIG by Matt Stoller · Matt Stoller
Keep McKinsey Away from Biden's Infrastructure Push
Movements · Adam Feldman
Movements | April 5th, 2021
NFX
The CEO That Jeff Bezos Called “His Teacher”
Tough Venturing · John Tough
What is an “Edge Operating Strategy”?
Feld Thoughts · Brad Feld
Welcome to Spring
Alpaca VC
Our first investment, Compass, went Public
Not Boring · Packy McCormick
A Not Boring Adventure, One Year In
The Diff
Inevitable Omnichannel, Impossible Omnimedia
The Sociology of Business · Ana Andjelic
Brand Modeling
Continuations · Albert Wenger
Supporting the Other Decriminalization: Sex Work
AVC · Fred Wilson
Hubspot
Climate Tech VC
🌏 Charging up jobs with ChargerHelp #50
Feld Thoughts · Brad Feld
Welcome to Spring
Margins of Medicine · Sherman Leung
Complex Care Coordination
Jess Schram
“Log in to my office”
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