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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 & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsRetail & E-commerceManufacturing & Industrials

Friday, 8 December 2023

12 pieces
A16Z Home Feed
Overages: The Overlooked Problem in Usage-based Pricing (and How to Fix It)
Alex Lazarow · Alex Lazarow
The rise of the Alpha Generator - rebranding the 'Emerging Manager'
Glenn Borok
Glenn's Weekly Digest - 12/8/23
Clouded Judgement · Jamin Ball
Clouded Judgement 12.8.23
My Climate Journey · Jason Jacobs
LP Report MCJ Collective Fund I & II (Q3 2023)
Movements · Adam Feldman
Toyota’s Contradictory Approach to EVs: New Models vs. Policy Resistance | December 8th, 2023
Not Boring · Packy McCormick
Weekly Dose of Optimism #72
Sturgeon Capital
Where are Bangladesh's digital consumers?
Digital Native · Rex Woodbury
7 Ways the Internet Will Get Weirder
White Star Capital
White Star Capital renews support for Great Britain’s Charlie Raposo
Earlybird's Insights
Earlybird VisionLab Cohort 4 Demo Day
Short-Formed · Anu Atluru
Don't Build a Social Network, Build a Social Utility

Thursday, 7 December 2023

27 pieces
Venture Unlocked · Samir Kaji
Paul Kwan from General Catalyst on the importance of innovation in creating global resilience
Frankly Speaking · Frank Wang
Why security is a bad business
Short-Formed · Anu Atluru
Don't Build a Social Network, Build a Social Utility
Jordan Cooper · Jordan Cooper
The Purpose of Life
Pirate Wires · Mike Solana
CEOs: Over It (GFY)
Pirate Wires · Mike Solana
The Biden Admin's March Toward Permanently Enshrining DEI Into Corporate America
A Wealth of Common Sense · Ben Carlson
What Happens After a 20% Up Year in the Stock Market?
Trace Cohen
Unlocking the Power of Early Startup Momentum
Dash Media
🎙️ Ep 3 · Ed on the Edge | The Education Whisperer: Tom Vander Ark
yCombinator
New year, new company - 10 additional spots in W24 for late applicants
Dror Berman
Welcoming a visionary: Jørgen Vig Knudstorp joins Innovation Endeavors
BIG by Matt Stoller · Matt Stoller
Is Corporate America Betting on Trump?
Commerce Ventures
Is Distributed Commerce About to Have its Moment?
The Rebooting
The decline of mass media
The Rebooting
The decline of mass media
The Rebooting
The decline of mass media
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Pitch Deck Template
A16Z Home Feed
Investing in Air Space Intelligence
The Micromobility Newsletter · Team M
🚂 This Electric Bike Cargo "Train" Can Pull 1,000 Lbs
Madrona Ventures
Rhythms: The AI-Powered Operating System for High-Performance Teams
From Cell to System · Morgan Cheatham
Six imperatives for AI-first companies
Marque VC
Venture Math In Defense - Part II: Exits
Lenny's Newsletter
The full-stack PM | Anuj Rathi (Swiggy, Jupiter Money, Flipkart)
Heartcore
💫 Heartcore Insights
yCombinator
New year, new company - 10 additional spots in W24 for late applicants
Joe Lonsdale
Ep 73: How Two Palantir Stars Are Fixing the $280B Healthcare Billing Fiasco
The Generalist · Mario Gabriele
Soft Power in Tech

Wednesday, 6 December 2023

1 pieces
Newcomer · Eric Newcomer
Watch the Full Cerebral Valley AI Summit
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