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THU 24 SEPT 2026 · 82 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 & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Saturday, 15 April 2023

8 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: The Influencer After Life and Rise of "Quiet Luxury"
Kyle Harrison
Building an Actual Unicorn
On My Mind · Michael Dempsey
2022 Compound Annual Letter + TechBio Collective
BIG by Matt Stoller · Matt Stoller
The Military-Industrial Stock Buyback Complex
BIG by Matt Stoller · Matt Stoller
The Military-Industrial Stock Buyback Complex
Pirate Wires · Mike Solana
The White Pill, a New Weekly
Ed Sim
What's 🔥 in Enterprise IT/VC #337
Pirate Wires · Mike Solana
The White Pill // Malaria Vaccine, a Mind-Bending AI Study, the Origin of Water

Friday, 14 April 2023

26 pieces
A Wealth of Common Sense · Ben Carlson
Would You Rather Outperform During Bull Markets or Bear Markets?
Struck Capital
Why We Invested: Reef.ai
Loup Ventures
Everyone Is Talking About AI, Don’t Forget About the Metaverse
Movements · Adam Feldman
Driverless cars - A blessing or a menace in disguise? | April 14, 2023
Newcomer · Eric Newcomer
VCs Flock to the Middle East, SoftBank Sells Alibaba Shares, Spark's AI Push & YC Drama
The Data Source · Priyanka Somrah
Programmable Compute, the Next Big Thing in ML Infrastructure? 🧐
Jordan Cooper · Jordan Cooper
AI, Robotics, and the future of our species
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Lombard Street Medium
YC W23: trends, thoughts, investments
Anthemis Insights
Flyby: Why We Invested
Massimo Sgrelli
Join me on Notes
Net Interest · Marc Rubinstein
So You Want to Launch a Hedge Fund?
Janelle Teng
State of the Cloud 2023
David Paul · David Paul
Q1 2023 Public/Private Market Outlook
A16Z Home Feed
Field Notes: Breakout Strategies with Deb Liu (Part 2)
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The AI Watchdogs are Coming
A16Z Home Feed
The Modern Transactional Stack
Clouded Judgement · Jamin Ball
Clouded Judgement 4.14.23
Peter G Schmidt · Peter G Schmidt
Healthcare Software Comps - 4.14.2023
Arda Capital · Arda Capital
Messy Middle and When Religion Isn't Enough
Arda Capital · Arda Capital
Messy Middle and When Religion Isn't Enough
My Climate Journey · Jason Jacobs
Lighting the Way to Greener Chemical Production
Not Boring · Packy McCormick
Weekly Dose of Optimism #38
Pirate Wires · Mike Solana
Respectability Politics Works
Digital Native · Rex Woodbury
Viral Growth: How to Keep Lightning in the Bottle ⚡️
The Micromobility Newsletter · Team M
⏳ Hurry: Early pricing ends today for Micromobility Europe

Thursday, 13 April 2023

6 pieces
Battery Ventures
“Sound Bites” with Bill Binch and Neeraj Agrawal, Featuring Michelle Benfer, SVP of Sales at Hubspot
Fractal Software
The Built-In Vertical SaaS Sales Advantage
Battery Ventures
Strategic Coherence: The Deceptively Difficult Task of Figuring out Your Startup’s ‘One Thing’
Pirate Wires · Mike Solana
Twitter Rolls Out Creator Subscriptions
A Wealth of Common Sense · Ben Carlson
The Mental Accounting of Asset Allocation
Spencer Peterson · Spencer Peterson
Grit is the only Alpha
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