SUN 20 SEPT 2026 · 96 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.

Wednesday, 15 November 2023

3 pieces
Tanay Jaipuria · Tanay Jaipuria
Unpacking OpenAI's Dev Day
Tanay Jaipuria · Tanay Jaipuria
Unpacking OpenAI's Dev Day

Tuesday, 14 November 2023

27 pieces
A Wealth of Common Sense · Ben Carlson
We Don’t Understand How Inflation Works
Ian's Blog: Nominal Returns · Ian Gutterman
Measuring The Tail Risk of Democracy
The Rebooting
Interface shift
The Rebooting
Interface shift
The Rebooting
Interface shift
The Micromobility Newsletter · Team M
🍎 NYC Hands Down Big Decisions on Ebike Safety
From Cell to System · Morgan Cheatham
The Faster Horse Problem in AI
Tomasz Tunguz · Tomasz Tunguz
The First Mac Predates Modern Central Banking
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