FRI 18 SEPT 2026 · 76 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, 23 February 2024

26 pieces
A Wealth of Common Sense · Ben Carlson
The 3 Ways to Get Rich
Jared Hecht
The Conversation
Net Interest · Marc Rubinstein
The Third Network
Equal Ventures
A Note from Rich
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Can Anything Stop Nvidia?
Short-Formed · Anu Atluru
Great Products Have Great Premises
Clouded Judgement · Jamin Ball
Clouded Judgement 2.23.24 - Rule of X
Not Boring · Packy McCormick
Weekly Dose of Optimism #82
Pirate Wires · Mike Solana
The Princess and the Girlboss
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