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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…
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Friday, 5 March 2021

25 pieces
Feld Thoughts · Brad Feld
Techstars Foundation Accelerate Equity
Ann Bordetsky · Partner @ NEA
The Founder, CEO scorecard
Ann Bordetsky · Partner @ NEA
The Founder, CEO scorecard
A16Z
Investing in Eco
Femstreet
A new founder library; Evolution of virtual communities; Hard truths about being a VC & more.
Clouded Judgement · Jamin Ball
Clouded Judgement 3.5.21
The Diff
When IBM Was The Center of Gravity
Startup Hacks · Alex Iskold
The Myth of Equal Startup Co-Founders
Startup Hacks · Alex Iskold
The Myths of Equal Startup Co-Founders
Omar Ismail
'Good' Deep Fakes 👪
Ian's Blog: Nominal Returns · Ian Gutterman
A Market Murder Mystery: Who Is About to Kill the Tech Bubble?
AVC · Fred Wilson
Funding Friday: Watch Now From Kickstarter
Tough Venturing · John Tough
Transmission is Coming: Xcel Power Pathway
This Week in Fintech
This Week in Fintech (3/5)
Content Commerce Insider
Is the NFT Hype Made for Luxury?
Feld Thoughts · Brad Feld
Techstars Foundation Accelerate Equity
Creandum
Deliver it now — Creandum backs next generation grocer Dija.
Exponential View · Azeem Azhar
💭 Friday discussion: On the university
Sequoia Capital India
“Why is it ‘man made’?”
Sequoia Capital India
“Why is it ‘man made’?”
High Tea
🍾 Bucks Fizz #6
The Generalist · Mario Gabriele
Five Startup Ideas #024
Securities by Lux Capital
Lux Recommends #268: Solar Storms, Isaac Newton, and a Very Old Shark
The Generalist · Mario Gabriele
Five Startup Ideas #024
Tomasz Tunguz
How Much is 20% More NDR Worth to Your SaaS Startup?

Thursday, 4 March 2021

15 pieces
Northzone
Northzone Operator Sessions: Designing Organisations that Scale
Tough Venturing · John Tough
Energize’s Investment into Fast Radius
Chinese Characteristics · Lillian Li
Abridged: Youzan deep-dive
Chinese Characteristics · Lillian Li
Youzan deep-dive
Daily Consumer · Damir Becirovic
Examining the growth of Clubhouse
A16Z
Investing in Whatnot
Bottom Up by David Sacks
The SaaS Board Meeting
The Diff
Compounder Graveyard: Valeant’s Effort
My Climate Journey · Jason Jacobs
Our Investment in Charm Industrial
Saastr
Hire the Right Type of VP Marketing — Or You’ll Just End Up With a Bunch of Blue Pens with Your Logo On Them (Updated)
David Sherry · David Sherry
The Pseudonym Call Option
A16Z
Investing in Hopin
Two Cents · Kinjal Shah
08 | Defining Internet Culture
Content Commerce Insider
Swarovski’s Brand Refresh: China-Facing or China-Inspired?
Exponential View · Azeem Azhar
📊 EV’s charts of the week #16.5
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