FRI 18 SEPT 2026 · 82 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.

Sunday, 18 February 2024

1 pieces

Friday, 16 February 2024

23 pieces
Pirate Wires · Mike Solana
Uncle Sam’s Long COVID
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The Ackman Discount
First1000 · Ali Abouelatta
Top 100 apps: State of AI
Short-Formed · Anu Atluru
Pursuits that can’t scale
Not Boring · Packy McCormick
Weekly Dose of Optimism #81
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