MON 12 OCT 2026 · 107 new pieces this week
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Akash Bajwa
Capital Stacks For Atoms↗A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
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…