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SUN 04 OCT 2026 · 135 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 & ClimateConsumerBanking & Capital MarketsManufacturing & IndustrialsMarketing & Sales TechRoboticsCybersecurityRetail & E-commerce

Thursday, 4 February 2021

10 pieces
Creandum
Vivino: From a free wine scanning app to the world’s largest wine marketplace
Venture Prose
The Trillion Dollar Question
Gen Z Voice · Thomas Lombardozzi
GZV #30: Robinhood's Problem (not GameStop)
Paraj Mathur
The Creator Economy Chasm
Next Big Thing · Nikhil Basu Trivedi
A Widening Gap
Opus Letter · Derek Urben
Opus 14: Everything Is [Not] Broken: A Response to Alana Newhouse and a Plea for Optimism
Forward Thinking · Mat Sherman
How To Share A Secret
Spark Capital
Reinventing the Hotel
The Generalist · Mario Gabriele
The Annotated Bumble S-1
The Generalist · Mario Gabriele
The Annotated Bumble S-1

Wednesday, 3 February 2021

24 pieces
First Round Review
How to Build a Culture of Ownership, and Other Engineering Leadership Tips from Plaid & Dropbox
Fintech Today
FTT Update: It's Fintech, Not Fintechs
NFX
The Founders’ List: Gigi Levy-Weiss on “How VCs Think: The Psychology That Drives Investing Decisions”
First Round Review
Unpacking 5 of Atlassian’s Most Unconventional Company-Building Moves
Human Ventures
Building in Healthcare Takes a Village
AVC · Fred Wilson
A Nice Zoom Hack
Tough Venturing · John Tough
DroneDeploy Raises $50M, Expands Horizon
VersionOne VC
Visions of Web 3
Bottom Up by David Sacks
Why We Invested in Scratchpad
Obvious Ventures
Investing in Nearby
CrossStack
It's not fair
Femstreet
How to 10x fundraising & operating with Femstreet
Meera Clark
Facing Fear as an Emerging Investor
Point72 Ventures
Connected Accounting Startup Lockstep Closes $10M Series A
Point72 Ventures
Lockstep raises $10M Series A
Venture Unlocked · Samir Kaji
New beginnings
Ideas from Bain Capital Ventures
Rightfoot: Why build one product for debt repayment when you can power them all?
Lightspeed Venture Partners
Meet Balance — B2B Payments Done Right
Digital Native · Rex Woodbury
An Interview with OnlyFans Creator Jasmine Rice
The Rebooting
The power of doing nothing
Semil Shah
Ironclad: Transforming The Whitespace In Digital Contracting
Exponential View · Azeem Azhar
📊 EV’s charts of the week #12
Jake Tauscher
What is a smart building?
Tomasz Tunguz
How to Be a Great COO: Lessons Learned Leading a Unicorn to Success

Tuesday, 2 February 2021

6 pieces
Amazon Chronicles · Tim Carmody
Jeff Bezos Exits Stage Right
Kevin Zhang
Automating the Ecommerce Stack: Our Investment in Alloy
Kevin Zhang
Automating the Ecommerce Stack: Our Investment in Alloy
Brianne Kimmel
Three ways to activate your army of investors
Pirate Wires · Mike Solana
A Little Chaos for a Treat
AVC · Fred Wilson
Learning From Your Mistakes
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