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

Friday, 26 February 2021

10 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 2.26.21
Content Commerce Insider
What Can China Learn From the West About Secondhand Fashion?
Stealing Signs · Jackson Bubala
Stealing Signs - Issue 57
AVC · Fred Wilson
Funding Friday: The NYC Mayoral Race
This Week in Fintech
This Week in Fintech (2/26)
Exponential View · Azeem Azhar
💭 Friday discussion: Expertise, intimacy and reach
High Tea
🍾 Bucks Fizz #6
The Generalist · Mario Gabriele
Five Startup Ideas #023
Securities by Lux Capital
Lux Recommends #267: Nuclear Power, a Martian Helicopter, and Digital Art
The Generalist · Mario Gabriele
Five Startup Ideas #023

Thursday, 25 February 2021

28 pieces
Daily Consumer · Damir Becirovic
Ahead of the Great Re-Opening
Jerry Lu
Bearbrick: The New LEGO for Adults
Emergent · Mikal Khoso
Jumia: Amazon of Africa?
Clouded Judgement · Jamin Ball
DigitalOcean: Benchmarking the S-1 Data
NFX
The Founders’ List: The DoorDash Investment Memo from 2014
Obvious Ventures
The Competitive Advantage Goes To Conscious Leadership
Greylock News
Commerce Logistics
Greylock News
Commerce Logistics
Newcomer · Eric Newcomer
SOURCES: Komodo Health Raising at Over $3 Billion Valuation
Allraise
A Story of Sisterhood and Success: Chronicling All Raise’s When Founder Met Founder Program
First Round Review
Focus on Your First 10 Systems, Not Just Your First 10 Hires — This Chief of Staff Shares His Playbook
First Round Review
Focus on Your First 10 Systems, Not Just Your First 10 Hires — This Chief of Staff Shares His Playbook
The Data Source · Priyanka Somrah
The Data Source #3 | 💥 Two Trends Shaping the Modern Data Stack
Feld Thoughts · Brad Feld
What Is Your Worldview?
Lightspeed Venture Partners
BetterUp, your personal dojo for how to live your best life.
Lightspeed Venture Partners
Meet Stori: Mexico’s Credit Card for the Masses
Saastr
Should You Pay Reps More For Deals They Hunt Themselves? Sometimes. Here’s When.
Sequoia Capital
Talking Seed with Sequoia
The Diff
Disney's Pivot
Cowboy Ventures
Making design more fun and social: why we invested in The Landing ✨
Not Boring · Packy McCormick
Beacons: Not Boring Memo
Content Commerce Insider
Future Tech China: What Douyin's Pivot to Search Means for Brands
AVC · Fred Wilson
Ten Years And Just Getting Started
Feld Thoughts · Brad Feld
What Is Your Worldview?
Daniel Sangyoon Kim
Reflection On My 2020 Investments — Bitcoin, Baidu, Cross-Harbour Holdings, and Cinemark
Gaby Goldberg
My Framework for Evaluating Early-Stage Consumer Companies
Gaby Goldberg
My Framework for Evaluating Early-Stage Consumer Companies
Startup Hacks · Alex Iskold
7 Truths Across Venture Investing Stages

Wednesday, 24 February 2021

2 pieces
Fintech Today
FTT Update: Lots of Payments News, No Robinhood News
Point Nine News
I’m looking for an Associate
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