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.

Thursday, 4 May 2023

31 pieces
Collaborative Fund
Vicious Traps
A Wealth of Common Sense · Ben Carlson
Stock Market Tops, Bottoms & Middles
Lightspeed Venture Partners
Putting the Tech Back in Proptech
Late Checkout · Greg Isenberg
The Productized Service Manifesto
Shruti Gandhi · Shruti Gandhi
How to define a vision for your startup?
Shruti Gandhi · Shruti Gandhi
How to define a vision for your startup?
Rougher Thoughts · Sarah Tavel
"They're the ones who reached out to me"
Rougher Thoughts · Sarah Tavel
"They're the ones who reached out to me"
The Micromobility Newsletter · Team M
🐺 Stark’s Varg Emoto Arrives at Last
AVC · Fred Wilson
AIVC
Tanay Jaipuria · Tanay Jaipuria
Technology's Impact on Jobs
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