SUN 04 OCT 2026 · 125 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…

Monday, 1 March 2021

40 pieces
Obvious Ventures
Rebel Without A Pause
Patent Drop
#024 PATENT DROP
Continuations · Albert Wenger
The World After Capital in 64 Theses
Newcomer · Eric Newcomer
Blockchain.com Nabs Ex-Uber Exec
Fintech Takes · Alex Johnson
Payroll Data + Fintech
Bring the Donuts
The Tools Don't Matter
AVC · Fred Wilson
Decompressing
Trends, Analysis, Lies and Statistics
Proof of Passion
Not Boring · Packy McCormick
Jack of Two Trades
Movements · Adam Feldman
Movements | March 1st, 2021
Movements · Adam Feldman
Movements | March 1st, 2021
Tough Venturing · John Tough
Market Commentary to LPs
Nongaap Investing · Mike
[Premium QN] "Average Up" Signals
Who is Nnamdi? · Nnamdi Iregbulem
Robinhood Traders are Last to the Party
Who is Nnamdi? · Nnamdi Iregbulem
Robinhood Traders are Last to the Party
luttig's learnings · John Luttig
Finance as culture
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