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FRI 18 SEPT 2026 · 77 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 & ClimateConsumerMarketing & Sales TechCybersecurityRoboticsSemiconductorsRetail & E-commerceData & Analytics

Thursday, 25 January 2024

12 pieces
Picus Capital
Why we are doubling down on CEEZER
Point Nine News
Venture debt — no longer a no-brainer
The Micromobility Newsletter · Team M
🏆 The Winners of the Rider’s Choice Awards Are...
Vickram Pradhan
Mixed Reality in Healthcare
Lenny's Newsletter
Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market
Digital Native · Rex Woodbury
Crazy Ideas
Dror Berman
Announcing Fund V: $630 million to partner with visionaries in a world of rapid change
Commerce Ventures
NRF 2024 Recap
Travis May
A Playbook for Building a B2B Network Business
A16Z Home Feed
Jobs of the Future
Venture Unlocked · Samir Kaji
The opportunity outside of Silicon Valley and how to build a strategic LP base with Brendan Wales and Kellan Carter of FUSE
Ben at Night
Hard Truths and Predictions for 2024

Wednesday, 24 January 2024

28 pieces
AfterWork Reading
Mimetic Desire: exploring our relationship with wanting, how it works and how it's changing
A16Z Crypto
5 ways to use NFTs; it's tax season; court cases
Turner Novak
🎧🍌 From Zero to 90 Million Customers with Nubank Co-founder Cristina Junqueira
Equal Ventures
In Property Insurance, Climate Change is Everything
Equal Ventures
In Property Insurance, Climate Change is Everything
Dash Media
MEGATHREAD: A Picture's Worth A Thousand Words
Jared Hecht
Important Features
Sammy Abdullah
Controlling SaaS Churn
Equal Ventures
In Property Insurance, Climate Change is Everything
Battery Ventures
When (and Why) to Build on the Salesforce Platform
First Round Review
Look Back to Leap Ahead: 7 Questions for Your End of Year Reflection
First Round Review
Look Back to Leap Ahead: 7 Questions for Your End of Year Reflection
Jesse Middleton
Investing in Arcee.ai — The future of Specialized Models
Jesse Middleton
Investing in Arcee.ai — The future of Specialized Models
Julien Lepleux
Splashy returns in water investing?
Pirate Wires · Mike Solana
A Few More Billions Down the Homeless Drain
Dash Media
📲 Daily Dash | January 24, 2024
Pirate Wires · Mike Solana
Our Interview With Bryan Johnson, Transcribed in Full
Menlo
Menlo Welcomes New Cybersecurity and AI Infra Partner Rama Sekhar
Next Big Thing · Nikhil Basu Trivedi
Does the product get better over time?
AVC · Fred Wilson
Investing At The Edge
First1000 · Ali Abouelatta
External forces and inflection points.
Julia Maltby
Building Defensibility in Vertical SaaS with Proprietary Data
NextView VC
Where We Are Investing in 2024
A Wealth of Common Sense · Ben Carlson
Animal Spirits: New All-Time Highs
Kyle Poyar's Growth Unhinged · Kyle Poyar
From seven failures to 10x growth
Pirate Wires · Mike Solana
Welcome to Pirate Wires
Pirate Wires · Mike Solana
DON’T DIE: An Interview with Bryan Johnson
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