THU 24 SEPT 2026 · 88 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
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…

Saturday, 11 March 2023

12 pieces
BIG by Matt Stoller · Matt Stoller
An End to Airline Consolidation?
BIG by Matt Stoller · Matt Stoller
Regulating AI: If You Make a Mess, You Clean It Up
BIG by Matt Stoller · Matt Stoller
Elon Musk vs the FTC
BIG by Matt Stoller · Matt Stoller
Google Spanked by a Judge in Virginia
BIG by Matt Stoller · Matt Stoller
Antitrust Division Hits Private Equity Giants
BIG by Matt Stoller · Matt Stoller
Silicon Valley Bank Collapse

Friday, 10 March 2023

9 pieces
A Wealth of Common Sense · Ben Carlson
What Income Level Makes You Rich?
Net Interest · Marc Rubinstein
The Demise of Silicon Valley Bank
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
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Open Season
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