SAT 03 OCT 2026 · 122 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…

Wednesday, 17 March 2021

24 pieces
Kyle Poyar's Growth Unhinged · Kyle Poyar
Is it time to ditch the old SaaS metrics?
Newcomer · Eric Newcomer
The Uber Directory
Coin Labs · Don Richard
Clubhouse, Spaces and the Audioverse
Feld Thoughts · Brad Feld
Happy Birthday Dad and Dave
Digital Native · Rex Woodbury
The Memeification of American Capitalism
AVC · Fred Wilson
News Moments
Feld Thoughts · Brad Feld
Happy Birthday Dad and Dave
Exponential View · Azeem Azhar
📊 EV’s charts of the week #18
Gen Z Voice · Thomas Lombardozzi
GZV #36: Gambling with Gen Z and NFT's
Multicoin Capital
The Helium Flywheel
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