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MON 05 OCT 2026 · 128 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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Monday, 1 February 2021

25 pieces
Founder Collective
Some Quick Thoughts on Internal Recruiting Bonuses
Founder Collective
Some Quick Thoughts on Internal Recruiting Bonuses
Ian's Blog: Nominal Returns · Ian Gutterman
Making Sense of Reddit, GameStop, Robinhood, and Bubbles
Tough Venturing · John Tough
4 years at Energize
Daniel Li
The DL - Open Source - Mo Money, Mo Problems, New PNW Reality Show, Where to Fly in 2021
Drinking from the Firehose · Alex Taussig
A short update
Not Boring · Packy McCormick
Robinhood (Audio)
Clouded Judgement · Jamin Ball
Data Observability: The Next Monitoring Frontier
Founder Collective
GameStop, Death Spirals, and the Five S’s of Retail
The Diff
Positive Spillovers from the Pandemic
Not Boring · Packy McCormick
Robinhood Robinhooded Robinhood
Not Boring · Packy McCormick
Robinhood Robinhooded Robinhood
Earlybird's Insights
6 Perspectives on How to Fix VC with Data-driven Solutions
AVC · Fred Wilson
Rooftop Solar
Climate Tech VC
🌏 Dirt is the word 
Simon Schmincke
Welcome to Berlin, Lisa!
Creandum
Welcome to Berlin, Lisa!
Seth Levine
The Importance of the Democratization of Capital
Daily Consumer · Damir Becirovic
Influencers should be called Heroes
Ann Bordetsky · Partner @ NEA
The ambidextrous career
Ann Bordetsky · Partner @ NEA
The ambidextrous career
BIG by Matt Stoller · Matt Stoller
The Cantillon Effect and GameStop
Tomasz Tunguz
A Common and Critical Mistake When Forecasting Next Year's Bookings
Founder Collective
GameStop, Death Spirals, and the Five S’s of Retail
Erik Torenberg
The Rise of Therapy Culture

Sunday, 31 January 2021

15 pieces
Sunday Snapshots · Sidhartha Jha
How to beat Amazon, Bernard Arnault, The New Celebrity Chefs
Excoastal · Evan Lonergan
Chicago-based Ocient picks up $40M
Two Cents · Kinjal Shah
It’s bitcoin’s world. We’re living in it.
Lolita Taub
What is brand positioning and why do I hear that it helps companies scale?
Forward Thinking · Mat Sherman
Lead With Links
High Tea
🚀 TO THE MOON
This is Going to be BIG · Charlie O'Donnell
Why Colleges and Universities Should be Scared of the On Deck Fellowship
Deconstructor of Fun
2021 Predictions #6 Social Casino Post Lockdowns and IDFA Depreciation
Michael Palank
Finessing a Data-Driven, Environmentally-Friendly Model for Fashion
David Sherry · David Sherry
Tomorrow's Verbs and Adjectives
The Diff
The Diff Reading List
Tough Venturing · John Tough
Thinly sliced salami!
Accelerated · Justine & Olivia
🚀 A note on Internet culture
Alex Danco's Newsletter
R/WhiteHouseBets
Femstreet
The Honest IPO; How startups are using TikTok; Rebuilding the internet from scratch
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