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TUE 22 SEPT 2026 · 77 new pieces this week

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Select picks in the past month
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 ToolsEnergy & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Thursday, 1 June 2023

29 pieces
Point72 Ventures
Pitch Perfect: Generative Voice and the Future of Content Consumption
Loup Ventures
Meta and Apple Can Will AR Into Reality
David Sherry · David Sherry
The Elevator – Art, and Letting the Right People Come to You.
David Sherry · David Sherry
The Elevator – Art, and Letting the Right People Come to You.
MaC Venture Capital
Galvanick: Cybersecurity for the Modern Industrial Age
Erik de Stefanis · Erik de Stefanis
Iceland: the emerging tech-ecosystem of the Nordics
A Wealth of Common Sense · Ben Carlson
What’s Your Retirement Number?
Lowercarbon
Our Fusion Portfolio: “Strong to Quite Strong”
Jordan Cooper · Jordan Cooper
Role of AI Agents in Social Applications
Late Checkout · Greg Isenberg
Web Design as We Know Is Dead
Equal Ventures
Investing for Alpha or Beta?
Madrona Ventures
The Generative AI Stack: Making the Future Happen Faster
Marque VC
Marque announces first Veteran-in-residence (VIR)
Eniac Ventures
Meet Eniac’s newest team member: Owen Chun
Patent Drop
PATENT DROP: PayPal listens in close
Ian's Blog: Nominal Returns · Ian Gutterman
Hurricane Season Begins, The Hard Market Ends
Alex Lazarow · Alex Lazarow
Cross-Border Innovation, Out-Innovate in Asia, FoF strategy
Battery Ventures
Staying Focused on the Customer, Practicing Hands-On Leadership and Realizing Efficiencies: Four Takeaways from CloudNY 2023
Lightspeed Venture Partners
Generative NYC is back with Edo Liberty of Pinecone
The Rebooting
The advertising cockroach
Meera Clark · Meera Clark, Partner @ Redpoint
Charts to Chew On: A Market May Day.
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: A Market May Day.
Feld Thoughts · Brad Feld
Venture Deals Summer 2023 Course
The Micromobility Newsletter · Team M
😅 Porsche eBikes... at Porsche Prices
OpenView Partners
How SaaS Founders Can Reach the Gen Z Market
Not Boring · Packy McCormick
Ezra: The Quest to Kill Cancer
David Paul · David Paul
How Emphasizing "No" Over "Yes" Can Shape Your Investment Success
Pirate Wires · Mike Solana
The Boy Who Cried Extinction
Joe Lonsdale
Ep 60: Dr. Rebekah Gee Is Reinventing In-Home Care With Nest Health

Wednesday, 31 May 2023

11 pieces
XRC Labs
Founder Spotlight // Michael Chang, Founder & CEO of Clear Health
G2VP
Carbon Neutrality Isn’t Easy
Collaborative Fund
Paying Attention
FirstMark Ventures
Negative CAC & The Next Generation of Fintech
Dan Cahana
The Emerging AI Security Opportunity
Manan Modi
Here’s how to win the AI-Data Revolution
Chris Neumann · Chris Neumann
Don't Forget the Big Picture
Newcomer · Eric Newcomer
The Gossip Economy (with Kyle Harrison)
Trace Cohen
I’m 35 today! Here are 35 things you might wish to know at the age of 35:
Point72 Ventures
A New Chapter for WebAssembly?
Frankly Speaking · Frank Wang
Frankly Speaking - Building products for security engineering
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