THU 24 SEPT 2026 · 82 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…

Wednesday, 17 September 2025

21 pieces
Collaborative Fund
Back to School
Ian's Blog: Nominal Returns · Ian Gutterman
The Role of Liability Laws In A Divided America
My Climate Journey · Jason Jacobs
Our Investment in Aalo
Conor Witt · Conor Witt
The Data Tapes Edition #30
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How many people make $100,000?
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to nail your next big talk
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to nail your next big talk
Digital Native · Rex Woodbury
Lessons from Sci-Fi
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