MON 21 SEPT 2026 · 83 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.

Friday, 26 July 2024

19 pieces
A Wealth of Common Sense · Ben Carlson
The 11th Commandment
Net Interest · Marc Rubinstein
Britain's Newest Bank
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Why Momentum Matters
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
What Are We Seeing As VCs - Summer 2024 Edition ☀️
Clouded Judgement · Jamin Ball
Clouded Judgement 7.26.24 - Big AI Week!
Not Boring · Packy McCormick
Weekly Dose of Optimism #104
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