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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.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerCybersecurityMarketing & Sales TechRoboticsRetail & E-commerceSemiconductorsData & Analytics

Wednesday, 7 February 2024

8 pieces
A16Z Home Feed
How AI Will Usher in an Era of Abundance
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Holy Grail of Investing
Kyle Poyar's Growth Unhinged · Kyle Poyar
The state of B2B contracts in 2024
Digital Native · Rex Woodbury
Seurat and the Opportunity in Vertical AI
Pirate Wires · Mike Solana
The Great Billionaire Bogeyman
Madrona Ventures
Dust Founders Bet Foundation Models Will Change How Companies Work
BIG by Matt Stoller · Matt Stoller
Congressional Republicans to Defund the Antitrust Division?
Deepwater Asset Mgmt
48 Hours With Vision Pro: Our Thesis on Spatial Computing

Tuesday, 6 February 2024

29 pieces
Dash Media
📲 Daily Dash | February 6, 2024
USV
Code
Lerer Hippeau
Please welcome 10Beauty, the Intelligent Beauty company
All Raise
Meet the New Team Members at All Raise HQ!
Chamath Palihapitiya · Chamath Palihapitiya
Community Meetup
AVC · Fred Wilson
From Kik to Kin to Code
Newcomer · Eric Newcomer
Send in Your Burning Questions!
Dash Media
🎙️ Ep 7 · Ed on the Edge | Disruptive Dialogue: Michael Horn
Hunter Walk
Incentives in Venture Capital, Why You Should Avoid Your Competitors’ Investors, China’s Malaise…
Fabrice Grinda
3i Member Spotlight Interview
M25 Capital
Cheers to Columbus: M25 & Friends and catching up with the portfolio
Ryan Shannon · VC @ Radical Ventures
How are open-source foundation models ever going to make money?
Sammy Abdullah
State of the Cloud in Q4
Extantia Capital
Will Direct Air Capture Ever Be Affordable? The Rise of DAC 3.0
A Wealth of Common Sense · Ben Carlson
Vision Pro: Bullish For Apple, Bearish for Society
Stratechery
The Apple Vision Pro
The Micromobility Newsletter · Team M
Ante Up, SUV Drivers: Paris Triples Parking Rates
A16Z Home Feed
Transitioning from Gymnast to Investor with Aly Raisman
Ben Yoskovitz
When Product Usage is Actually a Bad Thing
Pirate Wires · Mike Solana
Over the Target
Lenny's Newsletter
My favorite decision-making frameworks
F Prime
The 2024 State of Fintech Report
Nongaap Investing · Mike
[P] OpenAI: A Governance Odyssey
Menlo
Security for AI: The New Wave of Startups Racing to Secure the AI Stack
Alfred Lin
Outlier’s Path
Tanay Jaipuria · Tanay Jaipuria
Big Tech's Year of Efficiency
Tanay Jaipuria · Tanay Jaipuria
Big Tech's Year of Efficiency
OpenVC.app
Why video games are the perfect VC category
Multicoin Capital
The Foundational DeFi Primitive of Filecoin

Monday, 5 February 2024

3 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Future of AI Compute: A Conversation With Jonathan Ross
Newcomer · Eric Newcomer
January's Top Tech Deals: Bilt Rewards, Devoted Health, Quantinuum & More
Janelle Teng
Cracking the consumer investing code: High-risk, high-reward
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