THU 24 SEPT 2026 · 79 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.

Monday, 8 May 2023

25 pieces
Short-Formed · Anu Atluru
The Generational Business Trap
Short-Formed · Anu Atluru
The Generational Business Trap
Nongaap Investing · Mike
Illumina: Icahn's Gambit
Lightspeed Venture Partners
The Future is Context-Aware
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-up: Labor Unrest...
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-up: Labor Unrest...
The Generalist · Mario Gabriele
Where Do Great Ideas Come From?
Tomasz Tunguz · Tomasz Tunguz
Tinkering with LLMs

Sunday, 7 May 2023

1 pieces
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