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THU 24 SEPT 2026 · 87 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.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Sunday, 2 April 2023

11 pieces
David Paul · David Paul
Weekly Reads and Listens - Generative AI
Nathan Benaich · Nathan Benaich
🎁 Your guide to AI: April 2023
Digital Native · Rex Woodbury
Top 5 of 2023: From AI Applications to Gen Z Behaviors
Accelerated · Justine & Olivia
🚀 Italy says "arrivederci" to ChatGPT
BIG by Matt Stoller · Matt Stoller
The Rage of the Corporate Lawyer
BIG by Matt Stoller · Matt Stoller
The Rage of the Corporate Lawyer
Investing in AI · Rob May
AI And The Great Bifurcation of 2024
A Wealth of Common Sense · Ben Carlson
The Good & Bad of Investing in the Stock Market
Femstreet
Competing in the midst of a platform shift; Defining ICP & GTM sequencing; How to organise a B2B SaaS marketing team
Alex Lazarow · Alex Lazarow
SXSW, Lessons from Mark Cuban, Treasury Management
The Generalist · Mario Gabriele
Modern Meditations: Reid Hoffman

Saturday, 1 April 2023

12 pieces
Alex Lazarow · Alex Lazarow
SXSW Takeaways: Five Lessons in Entrepreneurship from Hamdi Ulukaya and Mark Cuban
Bottom Up by David Sacks · David Sacks
The Difficulty Ratio
Erik Torenberg
Examining Balaji's Bet
Nongaap Investing · Mike
[Premium] Securing a Successful Outcome
Nongaap Investing · Mike
[Premium] Securing a Successful Outcome
Forerunner Ventures · Forerunner Ventures
The CQ: The Crumbling Infrastructure of the Web
Pirate Wires · Mike Solana
"Limited Exceptions" Clause Casts Doubt on TikTok's Project Texas
Kyle Harrison
The Renaissance of Rise and Grind
Ed Sim
What's 🔥 in Enterprise IT/VC #335
Ed Sim
What's 🔥 in Enterprise IT/VC #335
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Car Dealership Guy
Retail Is Alive · Rebekah Kondrat
Soft AF and The Goldilocks Principle

Friday, 31 March 2023

17 pieces
AfterWork Reading
Investment Notes: Velveteen
AfterWork Reading
Investment Notes: Velveteen
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Newcomer · Eric Newcomer
What We Learned at the Cerebral Valley AI Summit: Early Takeaways and Photos
A Wealth of Common Sense · Ben Carlson
One of the Biggest Mistakes in Investing
Pirate Wires · Mike Solana
Twitter Open Sourcing Its Algorithm, Explained
Deconstructor of Fun
The Game Economy Trilemma in Web3
Jess Schram
Missed ViVE? I got you.
Pirate Wires · Mike Solana
Twitter Open Sourcing Its Algorithm, Explained
Movements · Adam Feldman
The Haul ST: Enabling people to live a "car-light" life | March 31, 2023
Net Interest · Marc Rubinstein
The Secret Diary of a Bank Analyst
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Davids in the Land of (AI) Goliaths
Memory Leak
Memory Leak — #20
Elad Gil
AI Safety: Technology vs Species Threats
Clouded Judgement · Jamin Ball
Clouded Judgement 3.31.23
VersionOne VC
Q1 2023 Portfolio News
Not Boring · Packy McCormick
Weekly Dose of Optimism #36
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