FRI 18 SEPT 2026 · 72 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.

Saturday, 3 February 2024

2 pieces

Friday, 2 February 2024

26 pieces
A Wealth of Common Sense · Ben Carlson
Where is Housing Still Affordable?
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week...
Net Interest · Marc Rubinstein
New York State of Mind
Ian's Blog: Nominal Returns · Ian Gutterman
The Era of Reserve Releases Has Ended
Not Boring · Packy McCormick
Weekly Dose of Optimism #79
Pirate Wires · Mike Solana
"Is This Legal?"
Tomasz Tunguz · Tomasz Tunguz
Standard Issue AI

Thursday, 1 February 2024

12 pieces
Frankly Speaking · Frank Wang
Cisco's security strategy is confusing
A Wealth of Common Sense · Ben Carlson
How Much is That $70,000 Truck Costing You?
Next Big Thing · Nikhil Basu Trivedi
Watershed
Feld Thoughts · Brad Feld
The Paradise Paradox
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Is Micro-Managing Bad?
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