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THU 24 SEPT 2026 · 85 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 MarketsData & Analytics

Tuesday, 21 February 2023

5 pieces
Simon Schmincke
Welcome, Janick and Richard!
Creandum
Welcome, Janick and Richard!
Pirate Wires · Mike Solana
Weird Science
Tomasz Tunguz · Tomasz Tunguz
Which Customer Segments are Healthiest During the Downturn?
Multicoin Capital
No title

Monday, 20 February 2023

15 pieces
Hunter Walk
Am I a Bad VC for Wanting Our Portfolio Companies To Make More Money for Public Investors Than They…
All Raise
All Raise in the House!
Marc Andreessen · Marc Andreessen
Coming Soon
My Climate Journey · Jason Jacobs
Getting to the Root of Forestry Carbon Offsets
Ryan Shannon · VC @ Radical Ventures
The Modern ML Stack is broken, but it won't be for long
Eric Feng
Supercharging Discord with Cymbal Bot
Arda Capital · Arda Capital
Content is King, Again
Arda Capital · Arda Capital
Content is King, Again
A Wealth of Common Sense · Ben Carlson
An Ongoing Stimulus in the Economy For Years to Come
David Paul · David Paul
How Founders Pick Which Advice to Follow
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Quality Growth
Alex Lazerow · Alex Lazarow
The Camel Series: The OR versus the ER
Pirate Wires · Mike Solana
It’s a chat bot, Kevin
Feld Thoughts · Brad Feld
Afghan Dreamers
Akash Bajwa
Professional services beget high quality enterprise software revenues

Sunday, 19 February 2023

6 pieces
Elaine Zelby
3 Things: Windshield Wipers for Laptops, Jasper for Technical Content, Podcast Search
BIG by Matt Stoller · Matt Stoller
Open Thread: Competition Policy and AI
Venture Prose
Ne pas écouter ses investisseurs
Accelerated · Justine & Olivia
🚀 Who's afraid of the big bad Bing?
Erik Torenberg
Wacky Beliefs are the Point
Femstreet
A retrospective on shutting down a startup; Taking advantage when a window opens for you; Demystifying unit economics

Saturday, 18 February 2023

9 pieces
Hunter Walk
Virtual Worlds Are Trade Schools In Disguise
Foundation Capital
B2BaCEO Newsletter: February 2023
Forerunner Ventures · Forerunner Ventures
The CQ: The 60-Year Career and Gen Z Selfie Palace
Kyle Harrison
Touch Some Grass
Rougher Thoughts · Sarah Tavel
Taking advantage when a window opens for you
Rougher Thoughts · Sarah Tavel
Taking advantage when a window opens for you
BIG by Matt Stoller · Matt Stoller
On Lina Khan Derangement Syndrome
Ed Sim
What's 🔥 in Enterprise IT/VC #329
Ed Sim
What's 🔥 in Enterprise IT/VC #329

Friday, 17 February 2023

5 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Radical VC
The Modern ML Stack is broken, but it won’t be for long
A Wealth of Common Sense · Ben Carlson
Buy & Hold is Dead, Long Live Buy & Hold
Newcomer · Eric Newcomer
Newcomer Mailbag: VC Services in Peril, Seed Strength, YC Rivals & Bad Founder Fatigue
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Search Wars: 2023
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Open Season
Saanya Ojha
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