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.

Thursday, 30 March 2023

3 pieces
Newcomer · Eric Newcomer
Hello, From Cerebral Valley

Wednesday, 29 March 2023

36 pieces
Abhishek Maran · Abhishek Maran
What makes something defensible?
Abhishek Maran · Abhishek Maran
What makes something defensible?
Collaborative Fund
Mental Liquidity
Bottom Up by David Sacks · David Sacks
The Give-to-Get Model for AI Startups
Gen Z Voice · Thomas Lombardozzi
Career Updates + Links Golf Club
The Micromobility Newsletter · Team M
🇺🇸 Micromobility America Is Back
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Worst Chart in Finance
AVC · Fred Wilson
The Daily Bolster
Kyle Poyar's Growth Unhinged · Kyle Poyar
Some exciting updates
New Economies · Ollie Forsyth
50 creators to watch in 2023
New Economies · Ollie Forsyth
50 creators to watch in 2023
The Generalist · Mario Gabriele
Mercury is Ready for the Moment

Tuesday, 28 March 2023

1 pieces
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