THU 24 SEPT 2026 · 82 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, 1 May 2023

28 pieces
Accelerated · Justine & Olivia
🚀 AI music climbs the charts
Ian's Blog: Nominal Returns · Ian Gutterman
Sell Your Berkshire Before It’s Too Late
Not Boring · Packy McCormick
Evolving Minds
Meera Clark · Meera Clark, Partner @ Redpoint
Charts to Chew On: An Alright April.
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: An Alright April.
The Sociology of Business · Ana Andjelic
How to decouple revenue from sales
A Wealth of Common Sense · Ben Carlson
Talk Your Book: CLOs – The Providers of Leverage
Nongaap Investing · Mike
[Premium] Time Has Expired
The Micromobility Newsletter · Team M
☄️ Micromobility Europe Almost Sold Out!

Sunday, 30 April 2023

5 pieces
Venture Prose
Lagging Behind
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up
First1000 · Ali Abouelatta
Senior Director of Product @ Duolingo
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