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MON 05 OCT 2026 · 126 new pieces this week

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Select picks in the past month
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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Friday, 22 January 2021

4 pieces
Daily Consumer · Damir Becirovic
My latest investment - Curtsy
Securities by Lux Capital
Lux Recommends #262: Vaccine Supply Chains, Fish Robots, and Coronavirus Mutations
The Generalist · Mario Gabriele
Five Startup Ideas #018
RFS 100 · Mario Gabriele
RFS: VC Starter Kit, Bessemer, GC, Contrary

Thursday, 21 January 2021

25 pieces
Newcomer · Eric Newcomer
The Story of a Cap Table: Affirm
Elad Gil
My In-Browser, Serendipity Hangout & Spatial Video Side Project: PLUTO!
High Tea
🍾 Bucks Fizz #1
Margins of Medicine · Sherman Leung
Donor Disparity
Joe Connolly
The Next Frontier of Digital Health: The Consumer
Bring the Donuts
Remember Me?
The Diff
The Gun Company Payoff Matrix
Feld Thoughts · Brad Feld
The Hill We Climb by Amanda Gorman
Joe Connolly
Digital Health & Pharma Partnerships Aren’t Dead
Joe Connolly
Digital health musings
Redpoint Ventures
From Peach Term Sheet to Public Company: Our Journey with Hims & Hers
Founder Collective
“Start with the head, focus on the hands and end with the feet.”
Saastr
Why It May Take You 12-18 Months to Hire a Great VP, Sales — Period. And What to Do About It.
Lightspeed Venture Partners
TripActions just raised $155M to prepare for the post-pandemic world
Not Boring · Packy McCormick
Masterworks: Demystifying & Democratizing Art
Not Boring · Packy McCormick
Masterworks: Demystifying & Democratizing Art
Not Boring · Packy McCormick
Masterworks (Audio)
Deconstructor of Fun
2021 Predictions #4 Contenders Throwdown for Supercell's Mid-Core Crown
AVC · Fred Wilson
Trading Cards, NFTs, and Crypto
DEVBIZOPS
Good Mistakes
Content Commerce Insider
Future Tech China: The Challenges Ahead for China’s Short Video Platforms
First1000 · Ali Abouelatta
Sketch
Feld Thoughts · Brad Feld
The Hill We Climb by Amanda Gorman
Crypthechie · Nakul Gupta
Payments as the 'tip of spear'​ strategy for players in the global fintech landscape
Balderton
Closing the female health gap

Wednesday, 20 January 2021

11 pieces
Fintech Today
FTT Update: Forward Together 🇺🇸
Jonathan Lehr
Ingredients for Nurturing a Tech Ecosystem: A Spark, an Anchor, a Leader, and (Lots of) Patience
Redpoint Ventures
Redpoint Office Hours with Daria Kissner and Hollie Wegman
Daily Consumer · Damir Becirovic
The new rails for voice
Point72 Ventures
Swapp raises $7 million to automate construction planning with AI
Chris Cantino
🎨 Chris Cantino's Newsletter
CrossStack
Love & Hate: Issue #2 - No Liquidity Premium
Index Insights
Should we allow employees to cash out stock options on secondary markets?
The Diff
Learning from the Death of the Afternoon Paper
Pratyush Buddiga · Pratyush Buddiga
The Soaring Twenties, Part Two
AVC · Fred Wilson
Introducing The New CEO
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