TUE 22 SEPT 2026 · 75 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.

Tuesday, 3 September 2024

19 pieces
Tanay Jaipuria · Tanay Jaipuria
The ROI on Generative AI
Pirate Wires · Mike Solana
Jail the Tech Bros
Stratechery
Intel Honesty
The Sociology of Business · Ana Andjelic
Triumph of the marketplace
Tomasz Tunguz · Tomasz Tunguz
Which Design Era Are We In?

Sunday, 1 September 2024

3 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Nathan Benaich · Nathan Benaich
Your guide to AI: September 2024
Top posts this week
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