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THU 24 SEPT 2026 · 81 new pieces this week

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Select picks in the past month
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

Sunday, 26 February 2023

1 pieces
The Generalist · Mario Gabriele
A.Team: Fractional Talent, Exponential Teams

Saturday, 25 February 2023

12 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: A "Richcession" and Malls Rebrand as Work-Live-Play Centers
Nongaap Investing · Mike
[Premium QN] Comment on Takeout Call
Nongaap Investing · Mike
[Premium QN] Comment on Takeout Call
Kyle Harrison
What Is An Investor?
Ed Sim
What's 🔥 in Enterprise IT/VC #330
Ed Sim
What's 🔥 in Enterprise IT/VC #330
Saastr
Dear SaaStr: I Was Fired Without Cause. Should I Tell My Story Publicly?
Nongaap Investing · Mike
[Premium] Waiting a Takeout Call
Nongaap Investing · Mike
[Premium] Waiting a Takeout Call
Saastr
Dear SaaStr: How Do You Know When It’s Time to Leave Your Current Company and Move On?
Sar Haribhakti
Breaking orthodoxies in venture capital
Point Nine News
Apples plus oranges?

Friday, 24 February 2023

15 pieces
A Wealth of Common Sense · Ben Carlson
Trade-Offs in The Economy, Markets & Life
Sparrow One
Buzzword alert: advertising supply chain optimization
Battery Ventures
Sales Pipeline & Conversion Metrics: 3 Best Practices for Early-Stage Companies
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Movements · Adam Feldman
Tiny Cars: Can they fit in with US urban mobility? | February 24, 2023
Net Interest · Marc Rubinstein
Striped Down
Memory Leak
Memory Leak — #18
David Sherry · David Sherry
In The Elevator: From Buying to Collecting.
David Sherry · David Sherry
In The Elevator: From Buying to Collecting.
Eniac Ventures
Eniac Ventures is hiring a Chief of Staff
Clouded Judgement · Jamin Ball
Clouded Judgement 2.24.23
Not Boring · Packy McCormick
Weekly Dose of Optimism #31
Dawn Capital
Demystifying unit economics: A deep dive into using UE as an effective tool, Part 3
Pirate Wires · Mike Solana
The Kia Boy Crime Wave
Deconstructor of Fun
Why Rovio is Such a Juicy Catch

Thursday, 23 February 2023

12 pieces
Late Checkout · Greg Isenberg
Why People Really Buy Your Products
Equal Ventures
More Vertical Fintech, Please
A Wealth of Common Sense · Ben Carlson
Can Covered Call Options Serve as a Bond Replacement?
Notorious PLG · Zach DeWitt
NPLG 2.22.23: Subscriber Survey
Race Capital
Partnering with Huma Finance: Bring Income-Backed Lending to the World of DeFi
Turner Novak
Spotify's New AI-Driven Feed and its Changing Atomic Unit of Discovery
Turner Novak
Spotify's New AI-Driven Feed and its Changing Atomic Unit of Discovery
Spencer Peterson · Spencer Peterson
Fear is Good
Equal Ventures
More Vertical Fintech, Please
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
The AI Moment
Fractal Software
Verticalized APIs: The Next Wave of Vertical SaaS
Newcomer · Eric Newcomer
Submit Your Application to Cerebral Valley
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