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MON 05 OCT 2026 · 116 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…
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Thursday, 22 August 2024

24 pieces
Jared Hecht
Uber Appreciation
Jared Hecht
Uber Appreciation
Steven Sinofsky
221. Using AI for School is NOT Cheating
Jordan Cooper · Jordan Cooper
Pace Fall Residency
Jordan Cooper · Jordan Cooper
Pace Fall Residency
Joe Lonsdale
Ep 93: Cold War II & the Race for Technological Supremacy with CrowdStrike Co-Founder Dmitri Alperovitch
Thomas Reiner
Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard
Maveron
The State of Consumer Investing: A Reflection on Three Decades of Market Cycles
Equal Ventures
The Premium of Platforms
Glasswing VC
How Meta’s New Model Takes Visual Intelligence Beyond the Surface Copy
Equal Ventures
The Premium of Platforms
Fabrice Grinda
Introducing Fabrice AI
Jared Heyman
On YC unicorn founders
Madrona Ventures
Meet Otto: The AI Agent Redefining Business Travel
First Round Review
Gong’s Path to Product-Market Fit — Why This $7B Company Still Works With Design Partners
Saastr
The #1 Thing To Do In Tougher Times
A Wealth of Common Sense · Ben Carlson
The 60/40 Portfolio Win Rate
Boldstart VC
CXOTalk: Ed Sim + Investing in Early Stage Enterprise AI
Lenny's Newsletter
Succeeding as an introvert, building zero-to-one, and why you should PM your career like you PM your product | Deb Liu (CEO of Ancestry, ex-Facebook, PayPal, eBay)
Saastr
Dear SaaStr:  What Was The Best Advice You Ever Got From an Angel Investor
BIG by Matt Stoller · Matt Stoller
What Happens When a CEO Destroys Evidence in an Antitrust Trial?
OpenVC.app
Venture Capital Jobs – From analyst to partner
The Generalist · Mario Gabriele
Chip War's Chris Miller on Putin, China, and The Future
Multicoin Capital
All Markets Are Not Created Equal: 7 Factors To Consider When Evaluating Blockchain-Enabled Collectibles Marketplaces (BECMs)

Wednesday, 21 August 2024

16 pieces
Sarah Downey
Hard-earned truths I’ve learned about the universe
Saastr
The Top 200 SaaStr Annual Speakers: CEOs and CXOs of Klaviyo, GitHub, OpenAI, Cohere, Rippling, Notion, Calendly, Loom, Plaid, Rubrik, Webflow and So Much More!
Abhishek Maran · Abhishek Maran
Thrive, Consolidate or Die
Pirate Wires · Mike Solana
The Forces Behind Scott Wiener's Steadfast Defense of SB 1047
Newcomer · Eric Newcomer
My Conversation With The Guy Who Wants to Invest $250M of ‘Marketing Capital' in Bolt
Redpoint Ventures
AI Builder Survey
Lotus Capital
Rethinking Connectivity in a Cloud
Sammy Abdullah
R&D Spend Data at 144 Public SaaS Co’s
Ian's Blog: Nominal Returns · Ian Gutterman
The Dual Danger In Carry Trades
Saastr
5 Interesting Learnings from Toast at $1.5 Billion in ARR
Dash Media
🎙️ Ep 20 · Joe Lonsdale: Founder & Managing Partner of 8VC | Ed on the Edge
Point Nine News
Why We Invested in Root Global
John Tough
Energize leads $8M investment into GridStatus (…2 years in the works)
My Climate Journey · Jason Jacobs
The State-Level Climate Roadblocks Almost No One is Addressing
My Climate Journey · Jason Jacobs
The State-Level Climate Roadblocks Almost No One is Addressing
Jared Hecht
Portugal. The Country
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