WED 23 SEPT 2026 · 80 new pieces this week

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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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.

Wednesday, 25 September 2024

20 pieces
Twelve Below
Arya
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are You Middle Class?
Kyle Poyar's Growth Unhinged · Kyle Poyar
ICP marketing done right
Digital Native · Rex Woodbury
AI's Privilege Expansion
Tomasz Tunguz · Tomasz Tunguz
Interwoven with Initia
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