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TUE 22 SEPT 2026 · 75 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

Tuesday, 30 May 2023

10 pieces
Race Capital
Vectara, Generative AI Search Platform for Enterprise, Raised $28.5M Seed Round Led by Race Capital
The Rebooting
The China Project’s pivot to B2B and subscriptions
The Micromobility Newsletter · Team M
🛵 Ola IPO?
David Paul · David Paul
Ross Fubini of XYZ Ventures on Investing in Company Networks and Understanding Market Cycles
The Sociology of Business · Ana Andjelic
Atelier Jolie, Coperni robots, and competing fashion growth scenarios
Ben Yoskovitz
Wanna Win? Solve a Boring Problem
Pirate Wires · Mike Solana
Brace for Impact
OpenVC.app
The legal implications of AI in startup fundraising: a Memorial Day 2023 story
Pirate Wires · Mike Solana
Taylor Swift's Fans Don't Understand Men
Tomasz Tunguz · Tomasz Tunguz
Observations Using LLMs Every Day for Two Months

Monday, 29 May 2023

8 pieces
BIG by Matt Stoller · Matt Stoller
Open Thread: Memorial Day, the Civil War, and and Land Monopolies
BIG by Matt Stoller · Matt Stoller
Open Thread: Memorial Day, the Civil War, and and Land Monopolies
OpenVC.app
JC Carey's journey to $100M revenue & the BridgeCom exit
OpenVC.app
OpenVC Pitch Deck Roast #4 with Nilima Achwal
Mahesh Vellanki
Web3 Trends in 2023. Part 2 — Consumers.
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Upside and Downside Customization For Your Portfolio
Termsheet · Zubair N. Paracha
Jahez vs HungerStation
Akash Bajwa
Contraction as a means to retention

Sunday, 28 May 2023

10 pieces
Sunday Snapshots · Sidhartha Jha
Knots of War
Sunday Snapshots · Sidhartha Jha
Knots of War
Venture Prose
How to drive me crazy 🤯
Erik Torenberg
The "Coming Apart" Case for Less Entitlements
Accelerated · Justine & Olivia
🚀 It's NVIDIA's world....
Lolita Taub
🧠 Mental Health Market, Funding Trends, Startup Sale Price Dilemma, $500K in Funding and more
David Paul · David Paul
Weekend Reads and Listens: Memorial Day Edition from our House in Carlsbad
A Wealth of Common Sense · Ben Carlson
The Best Time to Buy Stocks
Investing in AI · Rob May
Will AI Kill Vertical SaaS?
Kiera Klinsky
Science & the consumer: a re-defined relationship

Saturday, 27 May 2023

9 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Welcome, Boombox — a new AI-powered approach to music collaboration
Kyle Harrison
The Gospel of ARK Invest
Radical VC
Radical Reads: Foundation Models in Healthcare
Hunter Walk
Three Reads Over a Holiday Weekend: Encrypted Phones Spill The Beans On Criminals, Yard Signs Ruin…
BIG by Matt Stoller · Matt Stoller
How to Humiliate an Economist
BIG by Matt Stoller · Matt Stoller
How to Humiliate an Economist
Ed Sim
What's 🔥 in Enterprise IT/VC #343
Pirate Wires · Mike Solana
The White Pill: Moon Memo
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...

Friday, 26 May 2023

3 pieces
My Climate Journey · Jason Jacobs
From Climate Communications to Biomass Storage: MCJ Podcast Highlights
A Wealth of Common Sense · Ben Carlson
Is an AI Stock Market Bubble Inevitable?
Sparrow One
How to do Cannes Lions right
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