THU 24 SEPT 2026 · 85 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…

Friday, 3 March 2023

24 pieces
Rougher Thoughts · Sarah Tavel
My "Two min workout"-equivalent post
Rougher Thoughts · Sarah Tavel
My "Two min workout"-equivalent post
BIG by Matt Stoller · Matt Stoller
Pete Buttigieg's Moment of Truth
A Wealth of Common Sense · Ben Carlson
Why Aren’t Housing Prices Crashing?
BIG by Matt Stoller · Matt Stoller
A K-Pop Monopoly?
The Micromobility Newsletter · Team M
🆓 Win a RadRunner 3 Plus!
Marc Andreessen · Marc Andreessen
The Last Man
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The COGS in the Machine
Nkechi Iregbulem
Investing in Archetype
Net Interest · Marc Rubinstein
Goldman and More
Clouded Judgement · Jamin Ball
Clouded Judgement 3.3.23
Not Boring · Packy McCormick
Weekly Dose of Optimism #32
Top posts this week
05
Open Season
Saanya Ojha
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