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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsBanking & Capital MarketsCybersecuritySemiconductors

Friday, 12 March 2021

23 pieces
Sparrow One
Square and Tidal and knowing your audience
Fintech Today
FTT Update: Seems Reasonable
NFX
The Insider Story of Twilio
Kara Nortman · Kara Nortman
Data: The World’s Most Valuable (and Vulnerable) Resource and What It Means for Cybersecurity
Net Interest · Marc Rubinstein
From Bowie Bonds to Pipe: Financing Recurring Revenue
Net Interest · Marc Rubinstein
From Bowie Bonds to Pipe: Financing Recurring Revenue
The Diff
What Salesforce is Selling (and Buying)
Jonathan Lehr
How to Unleash the Power of Your Developers According to Jeff Lawson, CEO of Twilio
Femstreet
Fundraising: Oja, Remi, Penguin Benefits; On Deck Fintech x Femstreet; Breaking the 5% Series B ceiling; and more.
Clouded Judgement · Jamin Ball
Clouded Judgement 3.12.21
Omar Ismail
Cookiepocalypse 🍪
Tough Venturing · John Tough
Digital S-Curve: Hardtech’s Opportunity
AVC · Fred Wilson
Funding Friday: KLOS Carbon Fiber Electric Guitar and Bass
This Week in Fintech
This Week in Fintech (3/12)
Content Commerce Insider
Content Commerce Insider Is Moving to Jing Daily
Exponential View · Azeem Azhar
💭 Friday discussion: What to do with Facebook?
Forward Thinking · Mat Sherman
The Silicon Valley Status Cycle
High Tea
🍾 Bucks Fizz #8
Akshay Mehra
09: Ajay Bulusu | NextBillion.ai
The Generalist · Mario Gabriele
Five Startup Ideas #025
Securities by Lux Capital
Lux Recommends #269: The Moon's Tail, the Game of Life, and a Flying Ship
The Generalist · Mario Gabriele
Five Startup Ideas #025
The Generalist · Mario Gabriele
Five Startup Ideas #025 (Premium)

Thursday, 11 March 2021

17 pieces
Kyle Poyar's Growth Unhinged · Kyle Poyar
Free is here to stay
Founder Collective
The Hidden Costs of High Valuations
Founder Collective
The Hidden Costs of High Valuations
Sequoia Capital
Building the Metaverse with Gather
Chinese Characteristics · Lillian Li
The short notes: the mechanism of the Five-Year Plan
NFX
The Founders’ List: The Ethereum Whitepaper
The Diff
Understanding Coinbase
Anthemis Insights
Why We Invested — Mansa
Ian's Blog: Nominal Returns · Ian Gutterman
Insuretech Builds Castles in the Sky
General Catalyst
Scott Galloway: Chase Your Talent
Not Boring · Packy McCormick
UserLeap & Differentiating Insights
Not Boring · Packy McCormick
UserLeap & Differentiating Insights (Audio)
Arpitrage · Arpit Gupta
Valuing Private Equity Strip by Strip
Paul Graham Essays
Write Simply
DEVBIZOPS
Purposeful Side Projects
Point Nine News
Talking Talent once you’ve raised your Series A
Content Commerce Insider
February 2021 Social-Savvy Brands: How YSL Skipped CNY
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