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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Thursday, 2 March 2023

2 pieces
Foundation Capital
Internet HQ
Tomasz Tunguz · Tomasz Tunguz
Pulp Nonfiction : What I Learned Writing a Blog Post with ChatGPT

Wednesday, 1 March 2023

35 pieces
Kyle Harrison
Contrary Research
Founder Collective
How SeatGeek avoided becoming a COVID casualty
BIG by Matt Stoller · Matt Stoller
Did Lina Khan Just Slash Insulin Prices?
Struck Capital
Cracking the Code of Pass Emails: What VCs (And Founders) Need to Know
Joe Lonsdale
Ep 47: John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile.
Abhishek Maran · Abhishek Maran
Patience, Patience, Patience
Abhishek Maran · Abhishek Maran
Patience, Patience, Patience
Battery Ventures' Substack
Building Cyborgs
Newcomer · Eric Newcomer
Marc Andreessen Joining Character.AI Board + Other Hot AI Fundraising Rounds Afoot
My Climate Journey · Jason Jacobs
Putting Southeast Asia on the Climate Tech Map
Tanvi Lal
Tanvi’s Guide to VC Recruiting, Part 3: Keeping Up Morale
Collaborative Fund
I Read 1,000 Investor Reports Last Year: Here's What I Learned
Joe Lonsdale
Announcing 8VC Fund V
Montage Ventures
Fintech Predictions Part I — The Opportunity for Finance & Treasury as a Service
Emergence Capital
Incorporating Generative AI Today
Revolution
Advice to Rising VCs and Founders Navigating The Correction
Marc Andreessen · Marc Andreessen
On Pausing Alcohol
Glasswing VC
Rudina’s AI Atlas #2: Mutual-Information Guided Linguistic Annotation of Neurons (MILAN)
Alex Lazerow · Alex Lazarow
Design thinking, the chip war, and boss bankers
OpenVC.app
How to raise funds under Reg D, Rule 506(c)
IVP
Robinhood: Robinhood Wallet is now available to all iOS customers globally
IVP
Pure Storage: Pure Storage Ushers in the New Era of Unstructured Data Storage with FlashBlade//E
IVP
Pure Storage: Pure Storage Announces Fiscal Fourth Quarter and Full Year 2023 Financial Results
Chris Neumann · Chris Neumann
When to Walk Away
Ian's Blog: Nominal Returns · Ian Gutterman
There Is No Magic In MGAs
Massimo Sgrelli
Pitching to Pre-Seed Investors: What You Need to Know to be Prepared
Lombard Street Medium
Pitching to Pre-Seed Investors: What You Need to Know to be Prepared
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: A Faltering February.
David Paul · David Paul
My Failures as a Fortune Teller
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are Bonds Competition For Stocks?
Kyle Poyar's Growth Unhinged · Kyle Poyar
How to attract an audience for your product
Digital Native · Rex Woodbury
The Retail Revolution (Part 2/2) 🛍
Reforge
Winning the AI Products Arms Race
XRC Labs
Founder Spotlight // Kimberly Jolasun, Founder of Villie
XRC Labs
Founder Spotlight // Kimberly Jolasun, Founder of Villie

Tuesday, 28 February 2023

3 pieces
BIG by Matt Stoller · Matt Stoller
Block Block Block
Marc Andreessen · Marc Andreessen
Availability Cascades Run The World
Apex Venture Studio
Hype Cycles
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