SUN 20 SEPT 2026 · 95 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.

Thursday, 4 January 2024

1 pieces
The Generalist · Mario Gabriele
The Year AI Gets a Better Body

Wednesday, 3 January 2024

18 pieces
Erik Torenberg
2024 Scheming
Sequoia
AI in 2024
Frankly Speaking · Frank Wang
Microsoft will struggle with security
Equal Ventures
Phoenix Rounds
Equal Ventures
Phoenix Rounds
Equal Ventures
Phoenix Rounds
Who is Nnamdi? · Nnamdi Iregbulem
The Series A Bust
The Micromobility Newsletter · Team M
Quick! 2 days left of €145 sale
Chris Neumann · Chris Neumann
Things I Think I Think - Q4 2023
A Wealth of Common Sense · Ben Carlson
Animal Spirits: 2024 Predictions
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to better email

Monday, 1 January 2024

2 pieces
Short-Formed · Anu Atluru
24 Working Theorys for 2024
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