THU 24 SEPT 2026 · 82 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…

Monday, 27 February 2023

24 pieces
The Micromobility Newsletter · Team M
🎁 Who Wants a Free Lectric Cargo Bike?
Pirate Wires · Mike Solana
Covid Factory
Lightspeed Venture Partners
Investing in Wiz
Arda Capital · Arda Capital
Private Equity's SBC Opportunity
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The “Tech Heavy” Nasdaq
David Paul · David Paul
Nothing is Easy Anymore
AVC · Fred Wilson
The VC’s Customer
Akash Bajwa
TAM Mirages
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