FRI 25 SEPT 2026 · 72 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…

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?
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