SAT 03 OCT 2026 · 122 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, 20 August 2024

25 pieces
Newcomer · Eric Newcomer
Bolt's Audacious Letter to Investors
A Wealth of Common Sense · Ben Carlson
15 Ways to Lose Money in the Markets
Frankly Speaking · Frank Wang
Five thoughts from DefCon
Rougher Thoughts · Sarah Tavel
The big stack game of LLM poker
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