THU 24 SEPT 2026 · 83 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

2 pieces

Thursday, 2 March 2023

38 pieces
Spencer Peterson · Spencer Peterson
Ops strikes back
A Wealth of Common Sense · Ben Carlson
A Short History of Interest Rate Cycles
A Wealth of Common Sense · Ben Carlson
A Short History of Interest Rate Cyles
Marc Andreessen · Marc Andreessen
Followup On Pausing Alcohol
Pirate Wires · Mike Solana
The Indomitable Charm of George Santos
Late Checkout · Greg Isenberg
I almost sold Late Checkout for 8 figures…
The Micromobility Newsletter · Team M
🏃‍♀️ RadRunner eBike Reborn
Digital Native · Rex Woodbury
The Retail Revolution
Lightspeed Venture Partners
Instead of Searching, Just Ask
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