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…

Tuesday, 23 February 2021

6 pieces
AVC · Fred Wilson
Remote Learning
Forward Thinking · Mat Sherman
Schools of the Future
Multicoin Capital
THORChain Analysis
Tanay's Newsletter · Tanay Jaipuria
Narratives, reflexivity, and markets

Monday, 22 February 2021

25 pieces
Venture Upward · David Beisel
The Best New VC Strategy Ever
Nicole (Williams) Ruiz
everything
Clouded Judgement · Jamin Ball
Olo: Benchmarking the S-1 Data
My Climate Journey · Jason Jacobs
Our Investment in Nitricity
Not Boring · Packy McCormick
Power to the Person
The Sociology of Business · Ana Andjelic
Social influence
Anthemis Insights
Why we invested: Ember
Patent Drop
#023 PATENT DROP
Margins of Medicine · Sherman Leung
Consumer-driven Underinsurance
Sunday Snapshots · Sidhartha Jha
Cyberweapons, Lux Capital, and Public
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