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SUN 04 OCT 2026 · 133 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

Tuesday, 19 November 2024

14 pieces
A Wealth of Common Sense · Ben Carlson
The Miracle of U.S. Equities
CRV Insights
#PowerToTheElectrificationChampion — Charging Into the Future and CRV’s Investment in Flipturn
Saastr
The Arguments For Not Raising at a Unicorn Valuation
Sequoia
Partnering with Rox: Every Seller Needs an Agent Swarm
The Micromobility Newsletter · Team M
US E-Bike Industry Braces for More Tariffs
Not Boring · Packy McCormick
[untitled]
Saastr
Scaling Customer Success from 0-5,000 Customers with Drata’s VP of Customer Success and VP of Customer Experience
Lenny's Newsletter
How to become a supermanager with AI
Jeff Morris Jr.
The Handmade Internet
Jeff Morris Jr.
The Handmade Internet
Saastr
Dear SaaStr: Which Tactics Always Work to Drive Down Churn, and Drive Up Retention?
Deconstructor of Fun
Meta x Kwalee: Leveling Up Mobile Gaming with Hybrid Monetization and AI
Madrona Ventures
AI Agents Are Stuck in First Gear, but 2025 Will Change That
AfterWork Reading
Investment Notes: Primary

Monday, 18 November 2024

26 pieces
Susa Ventures
Our Investment in Fanstake
Pirate Wires · Mike Solana
An Inside Look at the “Dark MAGA” Video Edit that Captivated X
Insight Partners
Q&A with Insight Partners’ Arjun Mehta and Exiger’s Brandon Daniels: AI’s impact on supply chain risk management
Clouded Judgement · Jamin Ball
ServiceTitan: Benchmarking the S1 Data
Deciens
Epistula #9: Heroic Assumptions vs. Heroic Outcomes
South Park Commons
SPC's Request for Curiosity
Lerer Hippeau
Please welcome Ayoh Foods, Molly Baz’s next-level, saucy mayo brand
Janelle Teng
Moonvalley: Revolutionizing enterprise video generation with clean and controllable machine learning
Lolita Taub
🍌 Harris, Trump, Banana, +$1M funding opportunities, US & LATAM VC-startup markets, list of investors to pitch, and more
John Tough
HQ Expansion
Stratechery
A Chance to Build
Sammy Abdullah
Q3 2024 Venture Investing and M&A Data
Saastr
It’s Taking Longer and Longer to IPO. 13.6 Years Or More For The Next Batch.
The Idea Maze · Rob Go
Bryce Roberts - Indie.vc
Climate Tech VC
🌎 The UN gives (carbon) credit where it’s due #223
Radical VC
The future of enterprise work
Jamesin · Jamesin Seidel
A Fall From Grace
The Sociology of Business · Ana Andjelic
The new luxury strategy
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investors Love Cash Flow
European Tech Weekly
European Tech Weekly - Week 46 - 2024
Saastr
A Trend to Avoid: The CMO That Wants to be CRO
Akash Bajwa
Opinionated AI Products
Akash Bajwa
Opinionated AI Products
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Dash Media
EIEIO...Addicted To Love
Evan O'Donnell
Machines Learned to Read. Now, Can They Stand to Reason?
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