THU 24 SEPT 2026 · 86 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…

Wednesday, 8 March 2023

29 pieces
Crypthechie · Nakul Gupta
How Blur beat OpenSea
A Wealth of Common Sense · Ben Carlson
Market Timing & Interest Rates
Pirate Wires · Mike Solana
The Myth of the Snap Drug Cartel
A Wealth of Common Sense · Ben Carlson
Animal Spirits: How Much Do You Need to Make to be Rich?
David Paul · David Paul
VC Secrets: Deal Pregnancy
Kyle Poyar's Growth Unhinged · Kyle Poyar
Growing self-serve from 0 to 70%+
Frankly Speaking · Frank Wang
Frankly Speaking - Container Security Risks
Tribe Capital
Crossing the Desert
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Open Season
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