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MON 05 OCT 2026 · 126 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

Monday, 25 January 2021

2 pieces
Tomasz Tunguz
Information as Surprise - Harness Claude Shannon's Key Idea
The Sociology of Business · Ana Andjelic
Brand Audit

Sunday, 24 January 2021

20 pieces
Sunday Snapshots · Sidhartha Jha
In the Arena, Optionality in Investing, and Post-COVID Movie Theaters
Erik Torenberg
Reality is up for Grabs
Equal Ventures
4 InsurTech Themes We’re Excited About In 2021
Equal Ventures
4 InsurTech Themes We’re Excited About In 2021
Excoastal · Evan Lonergan
Swimlane brings in $40M
The Micromobility Newsletter · Team M
104: Apple C(ar)mputer - why Apple should be thinking micromobility, not automobility
Lolita Taub
What metrics should I be tracking?
Investing in AI · Rob May
Where Does Value Accrue In The Edge AI Tech Stack?
Lolita Taub
😊 Inauguration optimism, Gen Z, emerging fund managers, building a $3B co, the passion economy stack, and $$$
High Tea
🧤mittens? for winter? groundbreaking
This is Going to be BIG · Charlie O'Donnell
Don't Hate the Raise. Hate the Game.
A16Z
Investing in Clubhouse
Retail Is Alive · Rebekah Kondrat
On Opportunity, Ambiguity, and Pulling Back the Curtain
Accelerated · Justine & Olivia
🚀 Netflix crosses major milestone
Alex Danco's Newsletter
The Michael Scott Theory of Social Class
Nongaap Investing · Mike
[Premium] Upsized Equity Grant
Femstreet
Mytheresa IPO; Monetizing bottoms up SaaS; How to get through messy emotions & More
Exponential View · Azeem Azhar
🔮 The future of chipmaking; Covid inequality; corvid empathy, classical music, a Flash derailment++ #306
My Climate Journey · Jason Jacobs
This Week in MCJ (1/23/21)
The Generalist · Mario Gabriele
A Big Announcement

Saturday, 23 January 2021

4 pieces
Tough Venturing · John Tough
The Energy Transition Makes Power & Utilities Pro-Cyclical?
The Diff
Weekend Longreads + Open Thread
Fintech Today
FTT Update: It's Plaid's World, We're Just Living In It
This Week in Fintech
This Week in Fintech (1/23)

Friday, 22 January 2021

14 pieces
Newcomer · Eric Newcomer
SOURCES: Databricks Raising at $27 Billion
Sparrow One
Your questions, our answers and general Q1 trends and thoughts
Net Interest · Marc Rubinstein
Tinkoff, Russia’s Capital One
Net Interest · Marc Rubinstein
Tinkoff, Russia’s Capital One
Chris Cantino
🗣 Twitter Spaces: A Bright Future
The Diff
The Road Not Taken: Stripe, Ant, PayTM & Defi
Femstreet
Non-obvious fundraising advice; VC scout programs & fellowships; Micro-angel investing, and more.
First1000 · Ali Abouelatta
👨‍🌾PageFlows
Omar Ismail
TWI MediaTech | The Music Metaverse
This Week in Fintech
This Week in Fintech (1/22)
Creandum
Building a global social safety net — Creandum backs SafetyWing.
AVC · Fred Wilson
Funding Friday: Hex & Co
Content Commerce Insider
How Are Luxury Brands Juggling the Paradox of Exclusivity and Inclusivity?
Arpitrage · Arpit Gupta
The Cognitive Failures of Covid Response
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