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…

Sunday, 31 January 2021

5 pieces
My Climate Journey · Jason Jacobs
This Week in MCJ (1/30/21)
The Generalist · Mario Gabriele
Plaid's Quiet End Run
The Generalist · Mario Gabriele
Plaid's Quiet End Run (Premium)
The Generalist · Mario Gabriele
Plaid's Quiet End Run

Friday, 29 January 2021

23 pieces
Clouded Judgement · Jamin Ball
Clouded Judgement 1.29.21
Newcomer · Eric Newcomer
Above the Crowd
The Cool Down · Brendan O'Connell
Where the US ranks in the global race to net-zero
AVC · Fred Wilson
Funding Friday: Make 100
David Sherry · David Sherry
*The Mob Has Now Entered the Chat*
This Week in Fintech
This Week in Fintech (1/29)
Exponential View · Azeem Azhar
💭 Friday discussion: stonks and shares
Sequoia Capital India
Evolution of a Product
This is Going to be BIG · Charlie O'Donnell
$GME, Robinhood and r/WallStreetBets: What did we learn, Palmer?
The Generalist · Mario Gabriele
Five Startup Ideas #019
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