SAT 26 SEPT 2026 · 93 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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